Strategy & Consulting
ProcessOptimization
Before you automate, you need to understand what you're automating. We document your existing processes, identify bottlenecks, quantify waste, audit your tech stack, and redesign workflows for efficiency. Then when you're ready to build, every automation hits the highest-impact target first.
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Example Use Cases
A logistics company mapped their entire order fulfillment process and discovered 6 unnecessary handoffs and 3 approval steps that added no value. The redesigned process cut order-to-ship time from 48 hours to 12.
An accounting firm mapped their engagement delivery process and identified that 35% of staff time was spent on non-billable administrative tasks. Process redesign and subsequent automation freed 20 hours per person per month.
Example Use Cases
A 50-person startup had accumulated 40+ tools during rapid growth. The audit identified 12 redundant tools, recommended consolidations, and saved $80K annually while improving team productivity.
A digital agency using different tools per client engagement audited their stack. Standardizing on a core set of tools reduced onboarding time for new hires and improved cross-team collaboration.
UseCases
Process Audit for Scaling Startup
A 50-person startup was drowning in manual processes as they scaled. We mapped 28 workflows, identified 12 automation candidates, and prioritized by ROI. They automated the top 3 and saved 40 hours per week.
Tech Stack Rationalization
A mid-market company was paying for 35 SaaS tools with significant overlap. We audited every tool, mapped usage patterns, and recommended a streamlined stack of 18 tools, saving $96K annually.
Operations Redesign for Logistics Company
A 3PL company mapped their entire fulfillment workflow from receiving to final mile delivery. We identified 8 bottlenecks, redesigned the dispatch process, and cut average fulfillment time from 48 to 18 hours.
Workflow Automation Roadmap for Accounting Firm
A regional accounting firm was losing staff to burnout during tax season. We mapped their end-to-end workflows, identified 15 automatable processes, and built a phased plan that recovered 1,200 billable hours annually.
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Stakeholder Interviews
We interview team members across departments to understand how work actually flows (not just how it's supposed to).
Process Documentation
We create visual process maps for every key workflow, documenting steps, handoffs, tools used, time spent, and pain points.
Analysis & Scoring
We quantify bottlenecks, calculate time waste, score automation opportunities by impact and effort, and identify quick wins.
Recommendations & Roadmap
We deliver optimized workflow designs, a prioritized automation roadmap, and specific recommendations for your tech stack.
FrequentlyAskedQuestions
Not always, but it's recommended for businesses with complex or undocumented processes. Automating a broken process just makes it fail faster. Mapping first ensures you automate the right things the right way.
We measure actual time spent on each process step through interviews and observation, then model the impact of automation on each step. All projections are based on your real data, not industry averages.
Yes, and it usually does. The process maps and priority matrix we deliver are designed to feed directly into our automation solutions. Most clients move from mapping to building within a week.
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