Automation Strategy & Consulting
Strategy and advisory without an execution agenda
Why this matters
Automation Strategy and Consulting is the work we do when you need senior thinking, not delivery capacity. Our consultants advise founders, COOs, CIOs, and transformation leaders on where AI and automation will earn their place, where they will not, and how to run a program that actually delivers.
Typical engagements include AI and automation strategy, target operating model design, platform and vendor selection, build-versus-buy analysis, automation Center of Excellence design, and independent program reviews. We separate strategy from execution so our advice is not shaped by the work we hope to win. You get an operating partner who has seen these programs succeed and fail and will tell you which path looks like which.
Key benefits
Independent of execution
Strategy that is not shaped by the build work we would win on the back of it.
Operator-level advice
Recommendations from consultants who have run programs, not only sold or studied them.
Decisions your team can execute
Operating models, target architectures, and vendor briefs that your team can act on inside a quarter.
Board- and investor-ready output
Materials and decisions that hold up under scrutiny from boards, investors, and incoming leadership.
Services in Automation Strategy & Consulting
7 services available in this group.
Automation Audit & Roadmap
Structured review of manual work with a prioritized automation plan.
We audit your current workflows, score automation opportunities, and deliver a sequenced roadmap your team can execute with confidence.
Learn moreAI Readiness Assessment
Honest review of your data, processes, and team readiness for AI.
We assess your data, systems, governance, and team capability to give you a clear view of where AI will work and where…
Learn moreProcess Mining & Workflow Discovery
Data-driven view of how work really moves through your systems.
We use process mining and structured discovery to surface the workflows behind your systems and reveal where time, cost, and friction live.
Learn moreBuild vs. Buy Strategy for Automation
Clear framework for choosing between custom builds and packaged tools.
We help you decide where to build, where to buy, and where to combine, with a clear framework, scorecards, and a defensible…
Learn moreFractional Automation Lead
Experienced automation leader embedded part time with your team.
We provide a senior automation leader part time to own strategy, delivery, and vendor management until your internal team is ready to…
Learn moreAutomation Team Training & Enablement
Hands-on training that turns your internal team into confident automation builders.
We train your operations, RevOps, and IT teams to design, build, and maintain AI-powered automations with confidence and consistency.
Learn moreWhite-label Automation for Agencies
A white-label automation partner for agencies that need delivery capacity without hiring.
We act as the silent automation team behind your agency, delivering AI and workflow builds for your clients under your brand.
Learn moreOur approach
Scope and discovery
We align on the question, the audience for the work, and the decision the engagement must support.
Diagnostic and research
We review current programs, interview stakeholders, and benchmark against comparable companies and platforms.
Strategy and recommendations
We deliver direction, operating model, vendor and platform recommendations, and a sequenced roadmap.
Implementation oversight
Where engaged ongoing, we chair steering groups, coach leaders, and report progress to executives and the board.
Frequently asked questions
How is this different from your execution services?
Do you cover both AI and traditional automation?
How long do strategy engagements typically run?
Do you work with private equity and portfolio companies?
Want help with Automation Strategy & Consulting?
Book a 30-minute call. We will scope the right path for your goals.