Find the manual work your business should stop doing.
A structured review of repetitive workflows to identify practical automation opportunities that can save time, reduce errors, and improve consistency.
Starting Price
USD $2,500 / CAD $3,500
Typical Timeline
5 to 10 business days
Engagement Snapshot
Best For
Business owners, operations managers, and teams relying on manual workflows
Primary Outcome
A prioritized automation opportunity map
Standard Scope
Up to 3 business processes, up to 4 stakeholder interviews
Key Exclusions
No production automation build, custom application development, or ongoing support
The Problem
Most businesses lose hours every week to work that should not require a person.
Many businesses lose hours every week to repetitive tasks, manual data entry, copy-and-paste processes, status update emails, spreadsheet handoffs, and disconnected systems that require manual intervention at every step. This assessment identifies the automation opportunities with the best return on investment and provides a clear picture of what to automate, in what order, and with what tools.
What You Get
Defined deliverables
- check_circleAutomation opportunity map
- check_circlePrioritized automation backlog
- check_circleEstimated effort and value ratings for each opportunity
- check_circleRecommended tools or integration approach
- check_circleOne prototype workflow design
- check_circleNext-step implementation options
What Is Included
Standard scope
- checkReview of up to 3 business processes
- checkUp to 4 stakeholder interviews
- checkReview of current tools, forms, spreadsheets, email workflows, and handoffs
- checkOne prioritized automation roadmap
- checkOne findings presentation
What Is Not Included
Scope exclusions
- removeProduction automation build
- removeCustom application development
- removeComplex data migration
- removeReplacement of core business systems
- removeOngoing automation support
- removeAPI development unless separately scoped
The Process
How this engagement works
Fit Call
We confirm the business context, processes to review, and what a useful outcome looks like.
Scope Confirmation
Processes, stakeholders, tools in scope, deliverables, and timeline are confirmed.
Process Interviews
Stakeholders walk through their processes. Tools, handoffs, and pain points are documented.
Opportunity Analysis
Automation opportunities are identified, rated by effort and value, and prioritized into a clear backlog.
Roadmap Presentation
The automation roadmap is presented and implementation options are discussed so your team can plan next steps.
Who This Is For
For business owners and operations teams ready to reduce manual work
This assessment is a strong fit for small and midsized businesses where operations rely heavily on manual processes, email, spreadsheets, and staff time to move information between systems. It works well when a business owner or operations manager knows there is a better way but is not sure where to start or which tools to use.
It is also a useful starting point before a Fixed-Scope Automation Sprint, helping identify which workflow to tackle first and whether the scope is right for a focused implementation engagement.
Pricing note: Pricing shown is starting pricing for standard-scope engagements. Final pricing depends on environment size, number of systems, complexity, urgency, and any requested work outside the standard scope.
These starter engagements are intentionally scoped to produce useful outcomes without turning into open-ended consulting projects. If your environment is larger, more complex, or requires hands-on implementation, SullySoft can provide a separate estimate before any additional work begins.
Automation Opportunity Assessment
Starting at USD $2,500 / CAD $3,500 • 5 to 10 business days
Book a 30-minute fit call to confirm the scope and get started.
Book a 30-Minute Fit Call