What you need to know first

What problem does this solve?: A process is known to be wasteful, but nobody can say whether automating it is practical. The process as documented is not the process as performed, the exceptions are only in people’s heads, and the systems involved may or may not expose the access an automation would need.
What exactly do I receive?: A written assessment of the workflows in scope: what actually happens today including the exceptions, which steps can be automated and which should stay with a person, what each system genuinely supports, the risks, and an effort estimate for the implementation. It is decision-ready, and useful even if the answer is "not this way".
How is it priced?: Fixed fee, quoted on enquiryThe fee is quoted for your requirement, because scope, systems and complexity differ in every case.Priced as a single fixed fee for the number of workflows in scope. No figure is published yet; the fee is confirmed in writing before work begins. This fee buys the decision, not the implementation — the implementation is quoted separately from this assessment’s findings.
How long does it generally take?: Typically 2 to 3 weeksIndicative, and dependent on the availability of the people who perform the process today. Observing the real process is the step that cannot be rushed.
What happens next?: Send an enquiry describing the requirement. We confirm the scope, the fee and the timescale in writing before any work begins. An enquiry is not an order: an engagement becomes binding only when it is expressly accepted, as set out in the Terms of Service.

Deliverables

Written assessment of each workflow in scope, as actually performed
A documented list of exceptions and edge cases, including the ones currently handled informally
An automation recommendation per step: automate, keep manual with a human decision, or eliminate
Integration-point findings: what each system in the chain genuinely supports
Risks, dependencies and an effort estimate for implementation

Included

Working sessions with the people who perform the process
Documentation of the current workflow, including exceptions
Technical review of the integration points each system exposes and what your licence tier includes
Feasibility assessment per step
Risk and dependency analysis
Effort estimate for the implementation

Not included

Stating the boundary is part of the offer. Anything here can usually be arranged separately.

Building the automation — that is the separate Workflow Automation Implementation service
Software licences, subscriptions or platform fees
Changes to any system
Any commitment that a given workflow can be automated; establishing that is what this assessment is for
Organisational change management or staff training, unless separately scoped

Customer prerequisites

A specific workflow, not a general wish to "automate things"
Access to the people who actually perform it
Someone who can confirm which systems are in scope and what your licence tiers include

Information and access we need

We will ask for these. Where the work needs access to a system, access is arranged and scoped with you rather than assumed.

A description of the workflow and who performs each step
The systems involved, and your licence or plan level for each
Any existing process documentation, even if outdated
Known exceptions, and roughly how often they occur
Read-only or sandbox access where the assessment needs to confirm what a system supports

Expected process

Enquiry
You describe the situation and what you are trying to decide. We confirm whether this assessment is the right starting point.
Written scope
You receive the scope, the fee and the indicative timescale in writing. Nothing begins until it is agreed.
Inputs and access
We request the specific information and read-only access listed on this page. Anything unavailable is recorded as a limitation rather than guessed.
Analysis
The work itself, against a defined method rather than an ad-hoc look.
Delivery
You receive the written output, including prioritised findings and what we would and would not do next.

Meetings, revisions and scope

Meetings: Meeting required, during the assessment (about 60 minutes)
Revisions: 1 revision included. One round of correction to the written assessment.
Scope: Deliverables are limited to those expressly included in the agreed scope. Additional revisions, meetings, research or services outside that scope may require additional fees — see the Consulting Terms.

Frequently asked questions about this service

What kinds of workflows can you automate?

The recurring, rule-based ones that currently depend on somebody remembering: moving information between systems, producing and circulating a document, routing something for approval, generating a recurring report, keeping two records in step, triggering a notification when a state changes.

What is deliberately not automated is judgement. A good automation keeps the decision with a person and removes the clerical work around it, which is also what makes it safe to operate when something unexpected arrives.

Feasibility is established by an assessment rather than assumed up front — Workflow Automation Assessment.

Will you need access to our systems?

For most Consulting work, some access is needed — but it is scoped and agreed with you, never assumed. Each service page lists what it needs under "Information and access we need".

The principle applied is least privilege and shortest duration: read-only where reading is enough, a sandbox or test environment where one exists, access limited to the systems in scope, and removal at the end of the engagement.

The Consulting Services Terms record that the client provides reasonably necessary access and credentials, and that each party will use reasonable safeguards for confidential information received in connection with the engagement.

Is an assessment charged separately?

Yes. An assessment is its own service with its own fee and its own deliverable, and it is not a free pre-sales exercise.

That is deliberate. An assessment that is bundled into an implementation quietly pressures its own conclusion towards "yes, proceed". Paid for separately, it is free to conclude that the implementation should be smaller, different, or not done — which is frequently the most valuable thing it can tell you.

Where an assessment and a following implementation are commissioned together, any relationship between the two fees is stated in the written scope.

Read every answer in the FAQ & Trust Center

Next step

Request a quote

Reference workflow-automation-assessment is added to your enquiry automatically so it reaches the right place.