Measure the work before changing it.
Check how many cases arrive, how much time people spend on them, where they wait and how often work must be redone. Label estimates where records are missing.

Discovery & platform / Planned capability
Check whether automation is worth the work.
Estimate the time saved, effort to build and costs that remain. Check the estimates against measured pilot results.
Planned capability. Contact us to check availability.
Explain what changed
the decision.
The planned approach
Check how many cases arrive, how much time people spend on them, where they wait and how often work must be redone. Label estimates where records are missing.
Include review, corrections, requests for help, maintenance and running costs. Time released for other work does not automatically reduce spending.
List the systems to connect, access to arrange, data problems to fix and approvals to obtain. State assumptions and questions that still need answers.
Compare completion quality, total staff time and running costs using similar cases and the same definitions. Leave results unknown until you have measured them.
Start with one workflow
Bring one case, its records and the person who handled it. We’ll agree what to investigate and what your team needs next.
Agree the scope, responsibilities and price before starting.