Evaluation Audit

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The Evaluation Audit is the second step in our four-step framework and includes three meetings. This is the stage where we examine the systems your company runs on and determine the low-hanging fruit for AI and automation implementation. 

Questions? Get in touch!

Meeting 1: Discovery & Initial Assessment Objectives:

  • Get the basic overview of your business (if we didn’t already do an Exploration Call)
  • Discuss top-of-mind issues and identify immediate pain points in operations
  • Outline high level business operations
  • Introduce and explain the evaluation spreadsheet
  • Conduct a comprehensive review of the current tool stack and processes
  • Analyze bottlenecks and inefficiencies in current processes
  • Highlight potential high-impact areas for automation
  • Narrow down to the top workflows for further exploration
Outcomes & Prep Work:
  • Initial selection of high impact workflow areas for automation
  • Set the stage for detailed workflow mapping
  • Schedule the next session
  • Fill out any remaining information in the evaluation spreadsheet

Meeting 2: Deep Dive & Workflow Mapping Objectives:

  • Review the completed “task drill down” and  choose 1-3 high potential automation opportunities
  • Discuss value, ROI potential and implementation complexity
  • Collaboratively design a flowchart for at least one high-impact opportunity
  • Explore additional workflows as time permits, preparing them for future projects & development of an AI roadmap
Outcomes:
  • Finalized flowchart(s) for one or more workflow(s)
  • Clear plan for implementing automation of planned workflow(s)
  • Schedule the final meeting

Meeting 3: Strategic Planning & Next Steps Objectives:

  • Present and refine proposed automation solutions for top opportunities
  • Select pilot project(s) for immediate implementation
  • Discuss and agree on key performance indicators (KPIs) for measuring success
  • Discuss implementation strategies and potential risks
  • Review roadmap for full implementation and future automation projects. 
Outcomes:
  • Green-lit pilot project(s) with defined success metrics and KPIs
  • Clearly defined timeline for implementation of pilot projects
  • Agreement on follow-up process to monitor progress and adjust as needed
  • Next steps insights laid out for long-term automation planning
  • DELIVERY: Finalized automation proposal for selected opportunities

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