What's included

• Problem solution statement

  Understand existing processes, stakeholders, users and tools. Boil down the biggest issues and evaluate based on value-effort ratios. e.g Problem: "Account managers spend 15 hours a week sending update emails to clients" Solution: "Automate the sending of update emails to clients based off the CRM" Value: 15 hours per week for 20 staff members Effort: 1 week's work to setup process automation

• Implement automation

  Develop the process automations using no-code tools where possible and custom development where required.

• Training

  Where needed, provide training and/or training materials to stakeholders who may need to implement any adjustments to their workflows