The automation audit is a practical analysis of a repetitive process in your company, with the goal of identifying what can be simplified, digitalized, automated or integrated safely.
The first discussion is free and takes 30-45 minutes.
The audit is suitable for companies that lose time with manual operations, information spread across multiple places or processes that depend too much on email, spreadsheets and repetitive checks.
Requests arrive by email, forms or other channels, get lost between messages or are manually turned into tasks, replies, preliminary offers or reports.
Data is spread across separate files, updated manually, and reports reach management or teams too late.
Clients, orders, tasks and documents are managed in different places, without a clear view of the overall process.
We do not start with technology. We start with the process: how your team works today, where time is lost and what result should be achieved.
In a 30-45 minute discussion, we understand the main problem, the tools currently used and whether the process is suitable for automation.
We analyze the current steps, people involved, data used, documents, approvals, reports and the points where delays or errors appear.
We propose 2-3 automation directions, with level of complexity, estimated impact and a recommendation for the first implementation step.
If one of the directions is suitable, we prepare a separate proposal for the next step: an automation pilot, a technically feasible integration, a dashboard or an internal application, with AI only where it brings real value.
The audit is not a generic AI promise. It is a practical analysis of processes that can be improved through software, digital workflows, safe integrations and automation.
We identify manual steps, bottlenecks, duplicate data, recurring documents and the areas where delays or errors appear.
You receive a clear view of the process and of the areas where automation can reduce work time or increase operational control.
We propose possible solutions: smart form, centralized requests, data centralization, automated report, internal application, AI assistant or CRM/ERP integration where technical access allows it.
We define what is worth doing quickly, what needs more preparation and what can evolve into a long-term internal system.
The audit does not include the actual implementation of the automation, application development, CRM/ERP configuration, data migration or integration with external systems. These are quoted separately, after the implementation direction is clear.
Send us a few details about the process that consumes time: requests received by email, documents, spreadsheets, reports, forms, tasks or approvals. We start with a free 30-45 minute discussion.