Automation and AI Assessment & Advisory
Unlock the full potential of your businesses. Get a blueprint for success with our advisory & strategy services.
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We assess & strategize to build custom fit roadmaps & workflows.
Looking for our end-to-end services?
You can start with assessment-only projects or take a look at our full services across assessment, implementation, and maintenance & adoption.
Ready, set, automate
For those looking to have a clear understanding of where they are and a plan on where to go next, our assessment-only projects are the perfect place to start.
Future-proof your operations
Comprehensive analysis
Our deep-dive assessments, from Tool & Tech Stack Audits to Change Management Analysis, illuminate the path for precise and strategic automation & AI usage across your teams.
Tailored roadmaps
Delivering more than just insights, we provide a detailed Automation Roadmap, pinpointing key workflows and paving the way for focused improvements and actionable results.
From transformations to transactions
Whether you're looking to level up your business or get involved in a new one, our strategy services help assess where things are at and where they can go next.
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We're an open book
We aim to be transparent so you can learn more about our services and how we collaborate with a click – no scheduling required.
Video Walkthrough
Gain a clear understanding of our services with a quick video.
View Capabilities Deck
Don’t have 15 minutes? Check out the deck and explore at your own pace.
Align technology with
your ambitions
Insights that matter
Go beyond automation with strategies that transform your business landscape. We deliver the vision and execution, ensuring you stay ahead.
Clear action plans
Every move calculated, every outcome optimized. Our strategies are not just plans but blueprints for your sustained success and agility in the marketplace.
Catalyze change
Embrace change with confidence. Our strategic guidance helps you navigate new waters, fostering a culture of innovation and continual improvement.
Due diligence for decisions
Our Readiness Assessment provides critical insights needed to navigate digital transformations and transactions efficiently for informed decision-making in M&A scenarios and beyond.
Ready to dive in?
Let's chat
Send a message or book a pressure-free discovery call to see how we can help.
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Your essential toolkit with workbooks and templates for choosing the right software.
You’ve got questions,
we’ve got answers
Digital Operations is the art + science of enhancing an organization's efficiency by integrating digital tools and processes such as automation, AI, and modern software.
It's about designing systems from the ground up to optimize operations across all departments with a digital-first, automation-first approach.
Our Automation Readiness Assessment is designed for organizations and leaders poised at the forefront of transformations and transactions.
It serves as a foundational tool for gaining insights into your current operational status and identifying clear pathways to leverage automation, AI, advanced tools, robust data infrastructure, and optimized workflows.
It is ideally suited for:
• M&A Due Diligence: Ensuring thorough integration and evaluation of automation potentials during mergers and acquisitions.
• SMBs: Small and medium-sized businesses looking to scale operations and enhance efficiency through automation.
• Main Street Businesses: Local businesses seeking to improve customer experience and operational workflows with digital tools.
• Professional Service Firms: Firms in law, accounting, consulting, digital agencies, and beyond aiming to streamline processes and data management.
We are very familiar with due diligence processes and the importance of delivering a clear assessment and recommendations in a compressed timeframe. Our Automation Readiness Assessment is usually the right service for this need, but please get in touch as we'd love to learn more about your specific needs so we can support.
Well, that's where our Automation-as-a-Service offering comes in.
It depends on the application but to ensure a high level of security, we'll typically require an administrative account that we then use to securely analyze your infrastructure's potential. We can support you in setting this up together.
We often use Loom to provide video walkthroughs to save time in meetings but we set a cadence together based on your preferences in our kickoff.
