ServiceAI & automation
AI & Automation
Design and implementation of AI and automation in commercial workflows – starting with the processes and decisions where it saves the most time or improves quality.
Method · Technology, AI & automation
Automation Opportunity Assessment
Identifies the processes and decisions best suited to automation and AI, and ranks them by value and feasibility.
What it is
The Automation Opportunity Assessment maps where time goes in a commercial team and which tasks follow clear enough rules – or have good enough data – to be automated or supported by AI.
Each opportunity is assessed for hours saved, error reduction and effect on decisions, and weighed against the effort and risk of implementing it.
When to use it: Use it before investing in AI or automation tools, or when a team is stretched by recurring manual work.
What goes in
- Process descriptions and time use
- Rules and exceptions
- Systems and data sources
What you get
- A prioritised automation backlog
- Business case per opportunity
How it works
- MapRecord processes, time use, rules and systems involved.
- AssessEstimate value, feasibility and risk per opportunity.
- PrioritiseBuild a backlog ordered by value and effort.
- PilotSelect the first solutions and define how success is measured.
Decisions this helps you make
- Automate a workflowTechnology, AI & automation
- Apply AITechnology, AI & automation
Typical KPIs
- Hours saved
- Error rate
- Cycle time
Where this method is used
Want to apply this to your business?
We can run a first assessment on your own data and show what the method would change in your decisions.