Strategy & Workflow Mapping
Phase 1Clarify what to automate, where to start, and how to measure the impact.
Ideal if your work feels busy and reactive, but you are not sure how to turn that into a structured automation roadmap.
What we cover
- Discovery sessions to map recurring tasks and handoffs.
- Audit of current tools and where data is duplicated.
- Identification of quick win automations and longer term plays.
- AI use cases tailored to your responsibilities and risk profile.
Deliverables
- Automation Opportunity Map with effort and impact estimates.
- Future State Workflow Blueprint for key processes.
- Recommended automation and AI roadmap for the next 90 days.
Engagement length
Typically 1 to 3 weeks, depending on team size and complexity.
Start with Strategy