Align & observe
Meet process owners, walk the systems and observe real work.
AUTOMATION READINESS ASSESSMENT
Before you automate,
know where
your processes underperform.
A focused, 2–4 week engagement to understand your workflows, identify system gaps and turn scattered pain points into a prioritized implementation roadmap.
Senior analyst-led. Implementation scoped
separately.
YOUR FIRST DELIVERABLE01 /
CLARITY
An actionable
view of your operation.
Where work gets stuck
Current-state processes & system gaps
What is worth changing
Prioritized automation opportunities
How to move forward
A practical 90-day roadmap
A CLEAR FIRST STEP2–4 weeksSenior
analyst-ledHybrid / onsite as neededSeparate implementation
decision
WHAT YOU RECEIVE
Clarity you can act on.
A practical handoff package for leadership and solution design. Exact scope and acceptance criteria are agreed in the statement of work.
01Current-state process map+
See how work actually moves, who owns each step and where handoffs fail.
02Paper & document inventory+
Identify what each document controls and which records must be retained.
03Systems & data-flow map+
Clarify systems of record, ownership and the information moving between tools.
04Integration-gap matrix+
Separate configuration issues, process weaknesses and genuine integration gaps.
05Duplicate-entry analysis+
Locate rekeying, reconciliation effort and preventable inconsistency.
06Prioritized automation backlog+
Rank opportunities by business value, feasibility, risk and dependencies.
0790-day roadmap+
Sequence achievable improvements and define what needs deeper validation.
08Executive findings review+
Leave with a shared understanding and a clear decision on the next phase.
HOW THE ENGAGEMENT WORKS
A focused review.
A clear decision gate.
Map & validate
Document workflows, data ownership, paper controls and integration gaps.
Prioritize & present
Review the evidence, rank opportunities and present the roadmap.
Decide on Phase 2
Agree separately on solution design, implementation scope and investment.
Timing depends on stakeholder availability, system access and onsite scheduling. The 2–4 week range is not a guaranteed completion date.
WHAT WE NEED FROM YOU
The people.
The process. The evidence.
- Access to process owners and key stakeholders
- System walkthroughs and representative documents
- Examples of exceptions, rework and duplicate entry
- Timely feedback to validate findings
CLEAR ENGAGEMENT BOUNDARIES
Assessment is the first phase.
Production integrations, custom code, data migration, accounting cleanup, ERP replacement and ongoing support are not included unless separately contracted.
We may recommend process or configuration changes instead of a software build. Fees and scope are agreed before kickoff.
COMMON QUESTIONS
A sensible place to start.
Do we need to replace our current software?+
Not necessarily. We first examine the capabilities you already have and the process, data and integration gaps around them.
Is this only for construction businesses?+
No. Skilled trades and adjacent businesses are a focus, but the assessment also fits other document-heavy commercial and government operations.
Are the recommendations tied to one technology?+
No. Technology selection follows the business requirements, available interfaces, security needs and licensing constraints.
Does the assessment commit us to a build?+
No. Implementation is separately scoped after you review the findings and decide what to pursue.
LET’S FIND THE FRICTION
Start with one workflow.
See what could work better.
Tell us where work slows down. We’ll help identify a sensible starting point.