Solution 07 · Process consulting

A day with your team. A roadmap.

We spend a full day at your offices seeing how the work actually gets done. A week later we hand you the report with the order in which automating your company makes sense.

  • A standalone service with its own fixed price
  • On site, with the people who run the process
  • The report is yours, whoever ends up executing it

What happens during the day.

It is not a one-hour meeting or a questionnaire by email. It is a full day inside your operation, with admin, operations, sales or whoever the case calls for.

01

Sessions by area

With the people who run the process, not only with whoever manages it.

02

End-to-end walkthrough

We follow a real document or order from the moment it arrives until it closes, to see where it stalls and why.

03

An inventory of what you already pay for

Which tools are contracted, what each one solves and what it does not, before proposing anything new.

04

Volume measurement

How many documents, how many hours, how many people and how often. Without numbers there is no possible priority.

05

Where AI helps

And in which specific processes of yours, not in the abstract.

What you get in the report.

01

A map of your current processes

With the bottlenecks marked.

02

What to automate and in what order

Starting with what returns the investment soonest, not with what is easiest to sell.

03

What needs custom software and what does not

A good share is solved with what you already pay for. That goes in writing too.

04

What NOT to automate

The processes where automating would cost more than the problem.

05

A realistic phased calendar

With what your own team can do and what it cannot.

Two things worth being clear about.

The plan is yours

The report is yours and comes tied to nothing. You can execute it with us or with whoever you prefer.

Why a full day and not a call

The processes that eat the most money never come up in a management meeting. They surface next to the person doing them.

When it fits and when it does not.

When does it make sense to hire it?

When you know there is room for improvement but not where to start, when you have several areas with different problems and need an order, or when you have to take your board a proposal with the numbers in front of them rather than a hunch.

When does it NOT make sense?

If you already have a specific process identified and what you want is to solve it. In that case the free 30-minute diagnostic is enough and we get straight to building.

How is it different from the free diagnostic?

The diagnostic is 30 minutes, looks at one process and gives you an estimate. The consulting day looks at the whole company and leaves you a full report with the roadmap.

Let's start with the diagnostic.

Half an hour free before hiring the full day, to see whether it is what you need and where it would start.

Book a free diagnostic