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Digital Operations Assessment

Know what to improve before choosing what to buy.

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Typical timeline: 4–6 weeks

A good fit if you are

  • Deciding where to invest in technology
  • Standardizing after acquisitions
  • Building a value-creation plan with a private equity partner
  • Unsure where AI and automation fit

What we review

  • People

    Who does the work and where time goes.

  • Workflows

    How a job moves from first contact to cash.

  • Systems

    What each tool does, costs, and connects to.

  • Measures

    The numbers leadership relies on, and whether they hold up.

How it works

  1. Interviews

    From the executive team to the front line.

  2. Process review

    Core workflows mapped in BPMN, a standard process notation.

  3. Evidence

    Every system and spreadsheet in use.

  4. Priorities

    Ranked by return, complexity, and readiness.

  5. Readout

    Findings and roadmap presented to leadership.

Five deliverables

Pick one to see an example. All examples use invented data.

Process maps

Who does what, what gets recorded, and where it's handed off. Today and after the changes.

Showing the current state of an illustrative quote to invoice process.

  1. Step 1, Sales, in CRM and email: Quote accepted. Recorded as: CRM opportunity and an emailed PDF. Handed off by: Email to operations.
  2. Step 2, Operations, in Job management: Schedule the job. Recorded as: Job re-entered in job management. Handed off by: Phone call to the crew lead. Friction to validate: Scope is re-typed from the PDF.
  3. Step 3, Field, in Paper ticket: Complete the work. Recorded as: Paper job ticket. Handed off by: Ticket dropped at the office.
  4. Step 4, Finance, in Accounting: Invoice the customer. Recorded as: Invoice keyed from the ticket. Handed off by: Waits for a completion notice. Friction to validate: Unclear when a job is invoice-ready.
  • Friction to validate, operations: Scope is re-typed from the PDF
  • Friction to validate, finance: Unclear when a job is invoice-ready

What changes in the target state

  • Operations receives the quoted scope instead of re-typing it
  • The field records completion in the same job record finance uses
  • Finance and operations agree what makes a job invoice-ready

Included

  • Interviews

    Every level, from leadership to the front line.

  • Process maps

    Core workflows, drawn in BPMN.

  • Systems review

    Every system, its cost, and its connections.

  • Ranked priorities

    Each problem’s estimated impact and what to fix first.

  • Benchmarking

    Your measures compared with industry benchmarks.

  • 12-month roadmap

    Expected return on investment for each step.

  • Leadership readout

    Findings and recommendations.

What we need from you

  • Executive sponsor

    An executive to sponsor the assessment.

  • Team time

    Time with the people doing the work.

  • System access

    Access to the systems in scope.

  • Sample documents

    Records, reports, and contracts.

Who takes part: leadership, functional leads, frontline staff, and system admins.

After the assessment

The roadmap is yours. Run it yourself, with your vendors, or with us.

Client results

Where an assessment led

See all client work

Questions

Something else? Email hello@automized.com.

How long does it take?

Typically 4–6 weeks, depending on scope. Timing is confirmed in the proposal.

Is this only about technology?

No. People and process come first. Some recommendations need no new software.

Will we have to buy new software?

Not necessarily. Where we recommend it, we explain the requirements behind it.

Do we have to keep working with Automized?

No. The deliverables are yours to use however you choose.

What does it cost?

It depends on scope. The proposal sets out the investment, deliverables, and responsibilities.

Talk through your operations

See whether an assessment is the right next step.

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