Moffat High Street

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, at your premises anywhere in Dumfries and Galloway or online.

Checklist

Which of these are true for your business?

Don't write a specification. Show us the job.

Book an Automation Review

Ticking 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.

Send us a screen recording

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.

Key-person risk

Turn 'ask Jean, she knows how' into a documented process

A surprisingly valuable question: what office process can only one person in the company do? In a small rural business the answer is often 'most of them'. If it 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.

Automation opportunity score

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
The Solway Firth coast in Dumfries and Galloway

Free 30-Minute Automation Review for Dumfries & Galloway Businesses

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. We are based near Dumfries and happy to visit businesses across the region.

Book an Automation Review