The entry point
Start with the work, not the tool.
Most automation projects start with a product demo and work backwards. An Automation Audit starts with how your business actually runs, and ends with one decision you can act on.
The method
The first route has to be the right one.
Pick wrong and you've spent the budget proving automation doesn't work here. Each stage below produces something you keep, whether or not you build anything with us afterwards.
01 / Map
Trace the work.
Systems, handoffs, repeat tasks and decision points — as they happen, not as the process document claims.
02 / Analyse
Find where it actually hurts.
What the friction costs, what depends on what, and which change returns most for least disruption.
03 / Act
Leave with a decision.
A recommended first implementation, scoped clearly enough to approve, defer or reject on the spot.
What you get
Enough detail to approve it, or turn it down.
Four things, written for the person who has to sign off the spend. Nothing padded out to justify a fee.
Output / decision pack
Being straight about it
What an audit won't do.
- 01It won't recommend replacing systems that are working. If the answer in a lane is to change nothing, that's what it says.
- 02It won't hand you a strategy deck. The output is a working document, not a presentation.
- 03It won't commit you to a build. Plenty of audits end with a change your own team makes in an afternoon.
Show us where the work gets stuck.
Tell us roughly how the business runs and which lane hurts most. If an audit isn't the right next step, we'll say so.