Before you build anything, you need to know what to build. We audit your operations, map your workflows, and deliver a clear automation roadmap with ROI estimates — so every dollar you spend has a defined return.
A comprehensive map of your current operational workflows — every step, every system, every manual touch point documented in a clear format.
A full list of automation and improvement opportunities identified during the audit — with complexity ratings and estimated time savings for each.
Effort and return estimates for each opportunity so you can make data-driven decisions about what to build — and justify the investment to leadership.
A phased automation roadmap that balances quick wins with strategic long-term investments — sequenced realistically for your team's capacity.
Clear guidance on whether Power Platform, custom software, or an off-the-shelf tool is the right fit for each opportunity — with reasoning explained.
A leadership-ready presentation of all findings and recommendations — designed to get buy-in from decision makers and move your project forward.
We meet with the people doing the work — not just leadership. The best automation insights come from the people living in the process every day.
We document your current workflows — as they actually run, not as the org chart suggests they should — and identify every inefficiency and manual step.
We evaluate each automation candidate for feasibility, effort, and estimated ROI — filtering out ideas that sound good but won't actually move the needle.
We sequence the approved opportunities into a phased plan — quick wins first, strategic investments second — with realistic timelines and cost ranges.
We present the full roadmap to your leadership team, answer questions, and hand over all documentation. No obligation to use us for the build.
The firm had heard about Power Automate but didn't know where to apply it. Over two weeks of stakeholder interviews and workflow mapping, we uncovered 15 discrete automation opportunities spanning HR, finance, client onboarding, and reporting. We delivered a prioritized roadmap with full ROI analysis. The leadership team approved the top 4 items immediately. Those 4 automations were delivered within 60 days and collectively saved an estimated 22 staff hours per week — a projected annual savings of over $45,000 at fully loaded labor rates.
That's exactly what this engagement is for. Book a free 45-minute call and we'll scope out what a workflow audit would look like for your business.