What It Is
Our Automation Assessment evaluates your finance and accounting processes using a six-criterion scoring framework developed across numerous finance transformations. Every process receives a weighted score that predicts automation success, estimated ROI, and recommended technology approach.
This is the same framework we have used at Fortune 500 manufacturers to prioritize automations across departments. It removes guesswork and ensures your automation investment delivers the fastest possible return. This helps determine how well each process can be automated using the right combination of tools for your environment, from Microsoft 365 capabilities to targeted RPA and ERP automation.
What You Receive
Process Inventory
Complete catalog of processes with time estimates, systems involved, and current pain points.
Automation Scoring
Each process scored on rule complexity, volume, data structure, stability, error impact, and technology compatibility.
ROI Projections
Conservative, moderate, and aggressive ROI scenarios with payback period estimates for each candidate.
Technology Recommendations
The optimal automation technology matched to each process based on technical requirements, cost, and maintainability.
Implementation Roadmap
Prioritized sequence of automations with timeline, budget estimates, and dependency mapping.
How It Works
Discovery
Stakeholder interviews, process observation, SOP review, and system inventory.
Analysis
AI-powered process scoring, ROI modeling, technology matching, and roadmap development.
Delivery
Executive presentation, detailed report, and implementation roadmap with Q&A.
Stop Guessing. Start Measuring.
Book a 30-minute consultation to confirm fit, scope, and timing for a formal Automation Assessment. Same calendar as our discovery calls, with the conversation centered on scoring, ROI, and roadmap work.