Process map
Maps of each process in scope as it runs today. They show steps, hand-offs, systems, volumes and the workarounds people rely on.
Automation Consulting
Automation readiness assessment in 2 to 3 weeks
Our automation readiness assessment answers one question: what should we automate first? In 2 to 3 weeks, for a fixed fee, you get a process map, a ranked list of ideas, a return estimate and a 90-day plan.
Team interviewsOne-hour talks with the people who run each process.
Why an automation readiness assessment comes first
Automation money often goes to the process everyone complains about, not the one worth the most. A short assessment swaps opinions for facts before you spend. It also finds blockers early, like messy data or a system change already planned, while they're still cheap to work around.
Too many ideas, no order
Every department has a wish list. Without one way to score them, the loudest request wins.
No business case finance will sign
Vendor calculators use the vendor's numbers. Your CFO needs an estimate built on your own volumes and costs.
Surprises halfway through
Data problems, system limits and compliance rules show up late. Then projects stall in the middle of the build.
First projectHow the first automation gets picked.
What you receive
Six things, all yours to keep. We write them so your team could follow the plan without us, though most clients choose to keep working with us.
Quick winsEasy to do, big payoff. Scheduled in the first 30 days.
Ideas ranked by effort and payoff
Every automation idea rated on effort, payoff, risk and what it depends on. We plot them on one chart so priorities are clear at a glance.
Return estimate
A spreadsheet with open assumptions. It shows expected savings, costs, payback date and total cost of ownership for the top ideas.
90-day plan
A step-by-step plan for the first quarter. It says what to build, in what order, who owns each piece and how you'll measure success.
Tool advice
Which platforms to use, which tools you already own can do more, and where custom work makes sense. We tell you about any partner relationships.
Leadership readout
A working meeting with your leaders, usually led by our CEO and our Client Service Director. We walk through the findings, you challenge the numbers, and together we agree the next step.
Who the assessment is for
It suits mid-market and enterprise companies in Canada and the United States with a lot of repetitive work. It works best when one senior leader owns the result.
Operations leaders
Your team is buried in retyping, chasing approvals and fixing spreadsheets. You want to know which fix matters most.
Finance leaders
You've heard plenty of automation pitches. You want an independent return estimate before approving any of them.
Sales and marketing leaders
Leads wait too long, the CRM can't be trusted and reports take days. You want a clear plan to fix it.
Enterprise program owners
You need a solid starting point for a pilot that will pass security, procurement and oversight review.
Assessment scopeAgreed at kickoff, usually two to four processes.
How the 2 to 3 weeks are spent
The schedule is fixed, so you can plan around it. The exact length depends on how many processes are in scope and how fast we can book interviews.
KickoffScope, the right people, data and access.
Days 1 to 3: kickoff and access
We confirm the scope and who we need to talk to. We ask for sample data and read-only access, and we book interviews.
Week 1 to 2: discovery
A senior consultant interviews the people who do the work and walks through their systems. We map each process and note volumes, errors and wait times.
Week 2: scoring and math
We score each idea and build the return estimate with your numbers. Then we draft the 90-day plan and the tool advice.
Final week: leadership readout
We present what we found and walk through the numbers. Then we agree what happens next: go ahead with us, change the scope or do it in-house.
Fixed scope, fixed fee
You know the full price before you sign. The fee covers everything listed above, with no hourly extras.
Automation Readiness Assessment
Fixed feePrice on request
2 to 3 weeks. Process map, ranked list of ideas, return estimate, 90-day plan, tool advice and a leadership readout. Covers the processes agreed at kickoff.
About the assessmentAssessmentFixed fee, fixed scope, 2 to 3 weeks.
Frequently asked questions
What does the assessment cost?
It's a fixed fee for a fixed scope, quoted before you sign. The price covers all six outputs and the leadership readout, with no hourly billing. If your scope is unusually wide, for example several business units or regions, we agree that upfront. It goes into the quote instead of showing up as extra charges later.
How much time will our people need to give?
Plan on a senior sponsor at the kickoff and the readout. We also need a one-hour interview with each process owner, plus a short follow-up if needed. And we ask for sample data or read-only access to the systems in scope. Most clients find the total effort easy to fit around normal work.
Do we have to hire IN-STORE to implement the roadmap?
No. We write everything so your own team or another vendor can follow it. Many clients do keep working with us because we already know their processes. But the assessment is built to stand on its own. You keep the process maps, the ranked list, the return estimate and the plan, whatever you decide.
Can the assessment cover regulated data such as health or insurance records?
Yes. We often assess processes that involve health, insurance and legal documents. We work from samples or de-identified data where we can, and we follow your access rules. We note PHIPA, HIPAA or PIPEDA requirements against each idea. Compliance limits are part of the scoring, so the plan only includes what's actually allowed.
What if the assessment finds that automation is not worth it?
Then we tell you, and the numbers show why. Sometimes the right answer is to fix a process, clean up data or wait for a planned system change first. That finding still saves you money, because it stops a project that wouldn't have paid back. We'd rather tell you that than sell you something.
Next step
Know what to automate first
Book your Automation Readiness Assessment. Fixed scope, fixed fee, and a plan your leaders can act on within 2 to 3 weeks.