Focused consultation
Workflow Automation Planning
Turn a known bottleneck — approvals, handoffs, or status chasing — into a sequenced automation plan with human checkpoints kept intact.
What this consultation covers
You already know the painful handoff — invoice checks, release checklists, or support escalations. We map the current path, mark where a person must stay in the loop, and draft a staged automation sequence your engineers can estimate against.
Included
- One deep-dive workshop (half day)
- Current-state and target-state process maps
- Risk notes for each proposed automation step
- A two-sprint starter backlog with acceptance sketches
Not included
Custom coding, RPA vendor selection bake-offs, or ongoing run support. Those can follow once the plan is accepted.
Next step
Tell us which handoff is burning time on the contact form. We reply with whether this shorter planning session or the flagship strategy review fits better.