Executive Study

Know exactly what to automate, and what it's worth, before a line of code ships.

A fixed-scope, two-week engagement for operations leaders who'd rather prove the plan than gamble on it. The Study maps your operation end to end and hands you two artifacts you own: an Opportunity Report and an ROI Analysis.

Book Executive Study Discovery Call

2 weeksfixed scope, fixed fee2 artifactsyours to keep, vendor-neutral0 codeno build commitment to start

What you walk away with

Two artifacts. Not a slide deck.

Every Study ends with the same two documents, concrete enough to build from, honest enough to take to your CFO.

Deliverable 01

Opportunity Report

A map of how your operation actually runs, where it leaks time, and which automations are worth building first.

Workflow maps, every process traced end to end, with the handoffs the org chart hides

Opportunity matrix, each candidate scored by value against effort, so sequence is obvious

Automation recommendations, a ranked shortlist of what to build, and what to leave alone

opportunity-report.mdStudy output

# Workflow map · order-to-cash

Order→Validate→Route→Fulfil→Resolve

3 manual handoffs flagged · 2 rework loops

# Automation recommendations

01Automate invoice triage & codingShip first

02Route exceptions to the right deskHigh value

03Auto-compile the weekly status reportQuick win

roi-analysis.xlsxStudy output

# Financial justification · annual

Labor recovered$486,000

Error & rework reduction$172,000

Throughput gain$94,000

Net annual benefit$752,000

6,400 hrsmanual hours recovered / yr

−38%order cycle time

Payback estimate≈ 4.2 months

payback in 4.2 of 12 months · 2.9× first-year return

Deliverable 02

ROI Analysis

The financial case, built on your numbers, so the decision to build isn't a leap of faith, it's arithmetic.

Financial justification, labor, error, and throughput gains, costed against your real numbers

Expected outcomes, hours recovered, dollars saved, and cycle-time reductions per workflow

Payback estimates, when the investment turns positive, with the assumptions shown

How the two weeks run

A fixed track, not an open-ended audit.

You know what happens each phase, what we need from you, and what lands at the end. No surprises, no scope creep.

Week 01

Kickoff & access

We align on scope, get read-only access to your systems, and schedule interviews.

Scope & access plan

Week 01–02

Process discovery

We map workflows end to end and interview the people who actually run them.

Workflow maps

Week 02

Opportunity & ROI

We score opportunities by value and effort, then model the financial case.

Opportunity matrix

Week 02

Readout & roadmap

We present findings and a costed, prioritized plan, the two artifacts you own.

Report + ROI Analysis

Why a Study first

Proof before spend. Numbers, not a pitch.

The Study de-risks the decision: a costed plan you own, scoped to two weeks, with no commitment to build until you've seen what it returns.

First-year return2.9×Typical first-year return modeled in the ROI Analysis

Payback estimate≈ 4.2 moMedian payback on the priced automation roadmap

Hours recovered6,400 hrsManual hours a representative Study surfaces per year

Book the Executive Study

Start with proof. Build on what it shows.

A few questions so we come prepared. Two weeks to a costed automation plan you own, no build commitment to begin. We reply within one business day.

Fixed scope, fixed fee, no scope creep

Two artifacts, vendor-neutral and yours to keep

Reply within one business day to schedule

Prefer a Discovery Call?