Home/Services/Workflow assessment
Detailed process assessment

Understand one workflow before you automate it.

Trace a recurring task from its inputs to the final decision, then define the first automation worth testing.

The scope

What this work gives you.

01

The current workflow

A map of inputs, systems, handoffs, decisions and the exceptions your team handles manually.

02

A realistic baseline

An estimate of current effort using your records or a measured sample, with assumptions visible.

03

A proposed test

A bounded first workflow, required access, human review points and acceptance criteria for a future build.

Illustrative workflow

Follow an invoice all the way through

An invoice arrives by email, someone checks the supplier, a manager confirms the work and finance prepares the accounting entry. We examine both a straightforward invoice and one with missing information. That reveals which steps are predictable, which need judgment and what evidence an approver must see.

Getting started

Bring the work into the conversation.

Choose one workflow and bring its owner, a typical example, an exception and an estimate of how often it occurs. We agree any further data access after the introduction.

The free 30-minute AI audit is an introductory call. Any detailed assessment, build or support engagement is scoped and quoted separately.

Explore the software catalogue
Common questions

Answers before we start.

Is the AI workflow audit free?
The introductory 30-minute call advertised on this site is free. A detailed assessment involving interviews, sample analysis or a written specification is separately quoted before work begins.
Does an audit guarantee that AI is the answer?
No. The assessment may recommend ordinary automation, a software setting, a simpler process or no change. Any savings estimate depends on your baseline and still needs to be tested.
Start with one conversation

Bring one workflow. Explore the next step.

A free 30-minute call to understand the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.