Not sure what to automate?
A structured assessment of how your business actually operates. You get a written deliverable you keep regardless. No sales pitch, just an honest operational map.
Most businesses know they should be using AI. The problem is not access to tools. It is knowing which problem to point them at.
A workflow assessment is a structured audit of how your business operates day-to-day: where skilled people spend time on unskilled tasks, which software tools overlap or fight each other, and which processes are candidates for automation versus which ones need to stay human.
You get a written deliverable with recommendations ranked by ROI. No pitch deck, no upsell presentation.
Who This Is For
The Owner Drowning in SaaS
You pay for five tools that do not talk to each other. You know there is a better way but lack the bandwidth to find it.
The Growing Company
You are at 10-20 employees and admin overhead is scaling faster than revenue. You need to know which processes to automate before hiring another office person.
The Technical Founder
You built the product. Now the back-office is a mess. Finance, ops, and support run on duct tape. You need someone who has built these systems to design the operational layer.
What the Assessment Covers
Workflow Map
A visual map of your current operations: every tool, every handoff, every manual step. Most business owners have never seen their operations laid out this way.
Automation Candidates
Each workflow ranked by ROI and implementation complexity. Some are quick wins. Some are not worth touching. You will know which is which.
Build vs. Buy Analysis
For each candidate: should you use off-the-shelf software, an installed system, or a custom build? Recommendations based on what your team can realistically maintain.
Implementation Sequence
A phased plan: what to do first, what to do next, and what to skip. Designed so you prove value before scaling spend.
How It Works
Free 30-minute call
You tell us what is going on. We tell you honestly whether an assessment would help, or if you already know enough to act.
Remote assessment
We walk your workflows, interview your team, and audit your tools. Then we write it up.
Written deliverable
You get the workflow map, ranked candidates, and implementation plan. It is yours to keep whether or not you do anything else with us.
Pricing
Start here
Workflow Assessment
Remote assessment plus a written deliverable with your workflow map, automation candidates ranked by ROI, and a phased implementation plan.
$500 credited toward your install fee if you move forward
Who Runs This
Hammad Shah
A decade building systems that turn fragmented data into clear decisions, across energy markets, private equity, and enterprise operations.
Ready to implement?
See our operations plans.
Optional operations plan starting at $499/mo. Your assessment fee gets credited to the install.
Thirty minutes. No commitment.
Tell us what is going on. We will tell you honestly whether an assessment would help.