Process Automation Audit
Structured audit of your processes – where AI automation makes sense, where it doesn't, and what are the concrete benefits?
Audit of existing processes with a focus on automation potential. Includes an effort-impact assessment for each process, a prioritized pipeline, and concrete recommendations for initial automations.
Structured audit of business processes with a focus on AI automation potential. 1 to 3 weeks, including process mapping, effort-impact assessment, and a prioritized pipeline.
The Challenge
“We should automate more.” That's a phrase heard in every executive meeting. What rarely follows: a structured assessment of which processes are actually suitable for automation – and which are not.
Most companies only tackle symptoms. An employee complains about repetitive tasks, IT checks tool licenses – and three months later, you're left with a few mini-workflows. The true opportunities remain untapped.
The process automation audit turns this around. Structured process mapping, effort-impact assessment per candidate, prioritized pipeline.
What You Get
- 1 to 3 Week Audit with a clear endpoint.
- Structured Process Mapping – Workshops and interviews with department heads, focused on manual, repetitive, and rule-based processes.
- Effort-Impact Assessment per candidate – current time expenditure, automation effort, ROI estimation, complexity.
- Tool Recommendation per candidate – Power Automate, n8n, Claude Skills, or custom solution.
- Prioritized Pipeline – Quick wins, medium-term opportunities, long-term projects.
- Pilot Recommendation – 1 to 3 concrete pilot projects scoped for immediate launch.
- Follow-up materials integrable with workflow automation.
Approach
- Setup - 2 to 5 days. Scope definition, selection of areas, preparation.
- Audit - 1 to 2 weeks. Process recording via workshops, interviews, and document analysis. Effort-impact assessment, tool mapping.
- Handover - 2 to 5 days. Audit report with pipeline and pilot recommendations. Final presentation for management.
Who is it for
Companies with many manual, repetitive, or rule-based processes.
Management teams that want to transform vague automation desires into a well-founded pipeline.
Operations and IT managers who need an external perspective - before tool investments are made.
Mid-sized companies after tool rollouts who realize that the right use cases are missing.
Not suitable for
Companies with already prioritized automation cases - then directly to workflow automation.
Teams that only want tool recommendations.
Organizations unwilling to involve multiple departments.
Interested?
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