Automation Discovery & Delivery

Identify high-impact automation opportunities and deliver practical pilots - fast, safe, and measurable.

The 3-Phase Model

Phase 1 (½ day / 1 day)

Readiness Workshop

Align leadership, clarify objectives, identify early opportunities, and set guardrails for safe automation.

Outputs:

  • Opportunity shortlist
  • Risk/constraint alignment
  • Quick-win candidates
Phase 2 (1–2 weeks)

Discovery Sprint

Map key workflows, identify bottlenecks, quantify effort and ROI, and create a prioritised automation roadmap.

Outputs:

  • Prioritised backlog
  • ROI scoring / effort sizing
  • Pilot recommendation
Phase 3 (2–6 weeks)

Pilot Delivery

Deliver 1–2 automations to prove value, then scale from there.

Outputs:

  • Working pilot automation(s)
  • Training + handover
  • Rollout plan

Example Automation Outcomes

Automated Activity Scheduling
Document drafting + templates + review checklists
Internal process knowledge assistant
Meeting notes → actions → follow-ups
Reporting Automation
Workflow approvals & notifications

Ready to automate the right things?

Book a discovery call and find out where automation can make the biggest impact.