Before you spend on tools or vendors, we map how work actually gets done across support, sales and operations, find the tasks worth automating, and give you a prioritized plan with costs and expected impact.
Guidance on data privacy, human review and access controls before anything goes live.
Problems this solves
Too many ideas, no priority
Everyone has an AI idea. We turn the list into a ranked plan tied to business results.
Unclear costs
You'll know what each automation costs to build and run before you commit.
Vendor overload
An independent view of which tools fit your stack, and which ones you don't need.
What you get
A written roadmap with your top automation opportunities, the recommended approach for each, cost and timeline estimates, and a clear first project. Many clients go straight from the roadmap into a pilot with us, but the plan is yours either way.
How the assessment works
1. Kickoff
Align on goals, teams in scope and the metrics that matter.
2. Discovery
Interviews, workflow mapping and a review of your systems and data.
3. Analysis
We score each opportunity and estimate cost, effort and payback.
4. Roadmap review
We walk you through the plan and agree on the first project.