What It Is
Our Automation Assessment evaluates your finance and operations processes using a six-criterion scoring framework developed across 100+ automation projects. Every process gets a weighted score that predicts automation success, estimated ROI, and recommended technology approach.
This is the same framework we used at a Fortune 500 manufacturer to prioritize automations across departments. It eliminates guesswork and ensures your automation budget goes where it will deliver the fastest payback.
What You Receive
Process Inventory
Complete catalog of processes with time estimates, systems involved, and current pain points.
Automation Scoring
Each process scored on rule complexity, volume, data structure, stability, error impact, and technology compatibility.
ROI Projections
Conservative, moderate, and aggressive ROI scenarios with payback period estimates for each candidate.
Technology Recommendations
Python + Playwright, UiPath, Power Automate, or API integration — matched to each process based on technical requirements.
Implementation Roadmap
Prioritized sequence of automations with timeline, budget estimates, and dependency mapping.
How It Works
Discovery
Stakeholder interviews, process observation, SOP review, and system inventory.
Analysis
AI-powered process scoring, ROI modeling, technology matching, and roadmap development.
Delivery
Executive presentation, detailed report, and implementation roadmap with Q&A.
Pricing
Single Process
- Deep dive on 1 process
- Full scoring and ROI analysis
- Technology recommendation
- Implementation plan
Department
- 5-15 processes assessed
- Full scoring matrix
- Comparative ROI analysis
- Prioritized roadmap
- Executive presentation
Enterprise
- 15-50 processes assessed
- Cross-department analysis
- Enterprise automation strategy
- Phased implementation plan
- Board-ready materials
Stop Guessing. Start Measuring.
Book a free 30-minute discovery call to see if an Automation Assessment is right for your team.