Time audit reveals the patterns hiding in your team's daily work. Which workflows consume the most hours. Which follow clear rules. Which are automation-ready. You get a prioritized roadmap whether you proceed or not.
Each workflow has unique complexity. Timelines are scoped per project, not templated.
Shadow workflows. Time tasks. Find patterns consuming the most hours.
Evaluate complexity. Check integrations. Prioritize by impact versus difficulty.
What gets automated. What stays manual. Clear expectations on timeline and deliverables.
Core scenarios first. Test with real data. Refine based on actual usage.
Launch when reliable. Gather feedback. Add edge cases progressively.
Ongoing updates. Platform changes. Next automation opportunities. Continuous partnership.
The six-step methodology is designed to eliminate the common failure points in automation projects.
Most automation fails because it's built on assumptions, not observation. Shadowing actual work reveals the gap between "how we say it works" and "how it actually works"—that's where the real opportunity lives.
Cookie-cutter timelines create false expectations. Scoping each workflow individually—based on actual complexity, integrations, and documentation—sets realistic expectations and prevents scope creep.
Deploying when it works reliably (not when features are complete) gets your team using automation faster. Real usage teaches what theoretical planning never can. Refinement happens based on actual patterns, not guesses.