Automation Checklist
How much repetitive work is hiding in your office?
Tick the statements that are true for your business. If you tick several, a free automation review is worth thirty minutes.
Which of these are true for your business?
Don't write a specification. Show us the job.
Book an Automation ReviewTicking a box does not mean it should be automated. Frequency, time, how rules-based it is and business impact decide that. We will tell you honestly.
Don't write a specification. Show us the job.
Record two or three minutes of the repetitive workflow exactly as it happens. You do not need to explain the technology. We watch, count the steps, time the process and ask how often it happens. Then we explain which steps could disappear. It is usually more persuasive than any slide deck, and far better discovery information for us.
Turn 'ask Jane, she knows how' into a documented process
A surprisingly valuable question: what office process can only one person in the company do? If the answer involves a long sequence of hidden spreadsheet knowledge, file locations, naming conventions and workarounds, part of that knowledge is suitable for formalisation. Software can perform the repeatable parts consistently and record what ran, when, with which input and whether it succeeded.
Score one process
Pick the item you ticked that annoys the team most and score it.
Show us the highest-scoring process.
Show Us What You Want to Automate
Free 30-Minute Automation Review
Show us a repetitive computer process. We will map the steps, calculate the annual time involved using your figures, identify what could realistically be automated and explain what should remain under human control. Strong case: you get a scoped proposal. No case: we say so.
Book an Automation Review