Advisory Service

Process Automation Advisory

Identifying where automation adds genuine value once the process is designed correctly, and defining the requirements for any automation investment. We tell you where automation will help and where it will not, before you spend money finding out.

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Our Position

Automate the right process, not the broken one

Automating a broken process makes a broken process faster. The waste, rework and workarounds do not disappear when you add technology. They become more expensive and harder to fix because they are now embedded in a system rather than visible on a floor.

We are not a technology vendor. We do not sell, implement or profit from any automation platform. Our advisory tells you which processes are genuinely ready for automation, what type of automation is appropriate, and what requirements you need to define before briefing a vendor.

AUTOMATION OPPORTUNITY ASSESSMENT BUSINESS VALUE PROCESS READINESS Low High Not Ready Ready Redesign then automate Fix process first Priority automation target Automate with low risk A B C D E A = Invoice processing (not ready, low value) B = Approval workflow (not ready, high value)
Where Automation Genuinely Adds Value

The characteristics of a good automation candidate

High volume, repetitive tasks

Activities performed many times per day or week following the same rules. Data entry, format conversion, status checks, notifications and report generation are common examples where automation delivers a clear return.

Rule-based decisions

Decisions that follow explicit, documented rules without requiring judgement or context. If the decision can be written as a flowchart with no ambiguous branches, it is a strong automation candidate.

Error-prone manual steps

Steps where human error causes regular problems and the errors are costly to detect and correct. Automation does not get tired, distracted, or skip steps because it is busy.

Processes with structured data

Processes that work with data in consistent, predictable formats are far easier to automate than those dependent on unstructured information, judgement calls, or variable inputs.

NOT: broken or undocumented processes

Automation amplifies what is already there. A poorly designed process with lots of exceptions, informal workarounds, and unclear ownership will become a more expensive version of those problems when automated.

NOT: processes that require judgement

Steps that require context, experience, relationship knowledge, or situational assessment are generally not suitable for automation. Forcing automation onto judgement-based work usually creates more problems than it solves.

The Engagement

What an automation advisory engagement produces

1

Process Readiness Assessment

We assess each candidate process against a readiness framework: documentation quality, rule clarity, exception frequency, data structure, and the maturity of surrounding processes. Only genuinely ready processes are recommended for automation.

2

Automation Opportunity Register

Every candidate process scored by business value, readiness, and implementation complexity. You see clearly which to pursue, which to redesign first, and which to defer.

3

Technology Options Review

For each shortlisted process, we provide a vendor-agnostic review of the automation approaches available, typical costs, and the internal capability required. We do not recommend specific vendors.

4

Requirements Specification

For each process you choose to automate, we define the functional requirements, data inputs and outputs, exception handling rules, and performance criteria. This document is what you hand to a technology vendor, not a vague brief.

5

Vendor Evaluation Support

We help you evaluate vendor responses against your requirements, ask the right technical questions, and identify the gap between what vendors promise and what they can deliver for your specific process.

Not sure which of your processes are ready for automation?

Tell us about the processes you are considering and we will give you an honest assessment of readiness.

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