Process assessment & pipeline
Score candidate processes on volume, stability and payback; produce a ranked pipeline and business case your CFO can sign.
Practice
From a single process pilot to a governed automation program, delivered on UiPath, Blue Prism or Microsoft Power Platform.
Automation fails for predictable reasons: the wrong processes get picked, documentation is thin, infrastructure is an afterthought, and nobody owns the bots after go-live. Our practice is built around those failure points.
We have delivered end-to-end programs in mortgage lending, accounts payable, claims dispute resolution and ERP back-office work, covering vendor selection, process design documents, environment build-out, development, UAT and production support. Newer engagements add document understanding and agentic workflows on top of the same governance.
If you already have bots, we can also take over an orphaned estate: stabilize it, document it and hand it back to a team that can run it.
Offerings
Score candidate processes on volume, stability and payback; produce a ranked pipeline and business case your CFO can sign.
PDD, SDD, ConOps and exception handling written before code, so audit and operations are covered from day one.
Orchestrator, runtime and credential setup for UiPath, Blue Prism or Power Platform, on-prem or cloud, with environment promotion paths.
Build against the SDD, test with your business users, and only move to production on signed acceptance.
Email and PDF intake with UiPath IXP / Document Understanding, Power Automate AI Builder and LLM-backed routing, with human review where it matters.
Operating model, intake process, change control and KPI reporting so the program outlives the first project.
How an engagement runs
Two to three weeks of process walkthroughs, data pulls and stakeholder interviews. Output: pipeline, business case, platform recommendation.
PDD and SDD per process, environment design, security review. You sign off before development starts.
Iterative development with weekly demos; UAT run with your users; defect triage and fixes.
Production release, hypercare for an agreed period, then handover or managed support.
Platforms
Questions
A well-chosen first process typically goes from discovery to production in 8 to 12 weeks, including documentation and UAT.
Yes. We work within your licensing and advise on changes only when the numbers justify it.
Yes, as a monthly retainer with defined response times, or as a handover to your internal team with training.
A practice lead replies within one business day. No sales deck, no discovery questionnaire.