Process Automation Assessment

A P Teitzel

Contact for pricing

About this service

Summary

This service is designed to provide clear, actionable insights and recommendations that will help you unlock the true potential of automation.

I will conduct an in-depth analysis of your business processes to identify areas ripe for automation, analyze pain points.

Upon completion you will receive a detailed report outlining process bottlenecks, potential automation opportunities, cost savings projections, and a recommended automation roadmap.

Process

Discovery Meeting: We start with either a virtual or in person meeting where we will discuss your business objectives, current workflows and pain points related to process inefficiencies and any specific areas you are looking to automate.

Process Mapping & Deep Dive: We work together to map out the existing processes you want assessed. We’ll dive deep into key steps, identify bottlenecks, and analyze potential automation opportunities.

Data Analysis: If applicable, we may use data analysis tools to gather insights about your current workflows or customer interactions.

Strategic Recommendations: Based on our findings, I will provide a detailed report outlining:

The most impactful areas for process optimization through automation.

A prioritized list of automation opportunities with estimated time savings and cost benefits.

An implementation roadmap to help you start the process smoothly.

FAQs

How long does the assessment take?
The full assessment typically takes between 1-3 weeks, depending on the complexity of your business processes. We’ll work efficiently to gather all necessary information, but flexibility is important!
Why Choose This Service?
This is more than just a general analysis; this is a focused, collaborative effort that will: Save you time and resources by identifying high-impact automation opportunities. Reduce errors and improve process consistency for greater efficiency. Boost productivity and potentially even increase profits with the right automation strategies.

What's included

Process Discovery
We start with a discussion about your business objectives, current workflows, pain points related to process inefficiencies, and any specific areas you are looking to automate. This is a chance for you to ask any preliminary questions.
Process Mapping & Deep Dive
We work together to map out the existing processes you want assessed. We’ll dive deep into key steps, identify bottlenecks, and analyze other potential automation opportunities.
Data Analysis
If applicable, we may use data analysis tools to gather insights about your current workflows or customer interactions.
Strategic Recommendations
I will provide a detailed report outlining the most impactful areas for process automation and an implementation roadmap to help you plan your next steps on the road to automation!

Example projects