What this helps decide
Which automation opportunities are worth investing in, in what order, and what needs to happen before implementation?
£4,595 + VAT
A deeper operational assessment for practices that need stronger evidence and a prioritised implementation plan.
Decision supported: Which automation opportunities are worth investing in, in what order, and what needs to happen before implementation?
Fit
Practices with more than one potential automation opportunity, workflow variation across teams, or standards that need to be understood before implementation.
Which automation opportunities are worth investing in, in what order, and what needs to happen before implementation?
A prioritised six-month roadmap and feasibility direction for the strongest opportunities.
Included
A 60-90 minute kick-off, agreed success criteria, secure evidence request and a defined assessment plan.
Up to six 45-minute interviews across relevant roles, supported by structured interview notes and findings synthesis.
Detailed current-state maps for up to three priority workflows, including inputs, systems, handoffs, decision points, rework and quality control.
Review of up to 30 representative drawings, documents or technical-detail samples to assess file, data and standards readiness.
A ranked matrix of up to eight opportunities, with feasibility and delivery outlines for the top two candidates.
A 15-20 page report, capacity-release ranges, a prioritised six-month roadmap and a 90-minute readout.
Client inputs
Engagement flow
01
We agree the business question, success criteria, contributors and evidence plan.
02
We interview the people closest to the work and document the current workflow, including exceptions and quality checks.
03
We review representative drawings, documents and data to identify what is ready now and what needs improvement.
04
We assess the opportunity portfolio, outline the top two use cases, and provide a six-month roadmap.
Handover
Boundaries
Success
Questions
No. It provides feasibility and delivery guidance only.
Up to eight opportunities.
The final handover includes a prioritised six-month roadmap.
Next step
Share the workflows, files or operational questions that prompted the enquiry and we can confirm whether this package is the right fit.
Tell me which architecture workflows you want to review and the kind of decision your practice needs to make.
Book a consultation