ADVISORY

Automation Strategy

We map where your operational processes bleed time and money. By the end, you'll know exactly which workflows to automate first and what infrastructure to build them on.

Duration

12 weeks · 4 workshops · 10 check-ins

Starting at

From $6,500

Who this is for

10M+ TL revenue companies with highly manual operations

Free diagnostic call

Automation Strategy

  • 01Process mapping (time-motion study)
  • 02ROI calculation and prioritization per process
  • 03SaaS vs self-hosted: tool selection decision
  • 04Workflow architecture design
  • 05PRDs for first 3 workflows
  • 06Internal team training and handover plan

Delivered in 4 steps

01

Diagnostic call (30 min, free)

We clarify your problem space together. Which package fits, which doesn't — we'll tell you straight. If we're not a fit, we'll say so.

02

Kickoff and discovery (Week 1-4)

Process inventory, stakeholder interviews, first findings. Interim report shared at end of week 4.

03

Strategy and roadmap (Week 5-8)

Workshops, decision recommendations, pilot project definitions. Board presentation rehearsal.

04

Delivery and presentation (Week 9-12)

Roadmap document, board presentation, and 30-60-90 day action plan delivered.

The diagnostic call is free.

30 minutes. We clarify the problem space together. We don't have to recommend a package — if we're not a fit, we'll say so honestly. This is a diagnostic call, not a sales pitch.

Book the call