Automation Audit & Roadmap

Overview

What we deliver

We audit your current workflows, score automation opportunities, and deliver a sequenced roadmap your team can execute with confidence.

We run a focused review of how work actually moves across your business and where time, errors, and handoffs pile up. Our team interviews operators, observes systems, and inspects data flows to map the work as it really happens, not as the org chart suggests. From there, we score each opportunity by effort, value, and risk, then group them into quick wins, structural projects, and longer plays. The output is a clear roadmap with owners, sequencing, dependencies, and expected outcomes for each initiative. We share the findings in plain language so operations, finance, and IT can align on the same plan. The goal is simple: give you a defensible automation plan that ties to revenue, cost, or capacity, and that your team can start executing the week the audit closes.

Fit Check

Built for teams like yours

Who it's for

Operations leaders without an automation plan
COOs reviewing back-office costs
Founders scaling past manual work
Heads of finance and shared services
RevOps teams stuck on repetitive tasks

Pain points we solve

Unclear where automation will pay back first
Too many tools and no shared map
Manual work hidden in spreadsheets
Stalled automation pilots with no roadmap
Conflicting opinions on what to automate next

What's included

Capabilities

Everything we cover in this engagement.

Stakeholder interviews and shadowing
Workflow and system mapping
Opportunity scoring by ROI and effort
Risk and compliance review
Tooling and vendor landscape review
Sequenced roadmap with owners
Business case modeling
Executive readout and Q and A

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Kickoff

Align on scope, teams, and success criteria.

02

Discover

Interview operators and observe daily work.

03

Map

Document workflows, systems, and data handoffs.

04

Score

Rank opportunities by value, effort, and risk.

05

Deliver

Present roadmap, business case, and next steps.

What you get

Deliverables & outcomes

What you get

Current-state workflow maps
Opportunity backlog with scoring
Prioritized 6 to 12 month roadmap
Business case per initiative
Tooling and integration recommendations
Executive summary deck

Outcomes you can expect

Clear sequencing of automation work
Shared view across operations and IT
Defensible business case for funding
Faster decision making on tools
Visible quick wins within 30 days

Timeline

3 to 6 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Miro, Lucidchart, Notion, Airtable, Excel

KPIs we track

Hours saved per week, error rate, cycle time, cost per transaction, payback period

Client stories

What clients say

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

Proof