AutoFlow/Services/Automation Consulting

Know what to automate
before you spend a dollar.

A 4-week engagement that maps your operations, ranks every process by ROI, picks the right tooling, and hands you a roadmap your team — or ours — can execute against. No vendor lock-in. No "AI strategy" deck.

Format
4-week sprint
Timeline
20 working days
Starts at
CAD $9k
Output
Roadmap + quotes
AUDIT

Process audit

Shadow your team · time every step · find the bottlenecks
days on-site2–3
RANK

ROI ranking

Every process scored on hours saved × frequency × complexity
processes20–60
PICK

Tooling picks

For each candidate: build, buy, or no-code — quoted
options3 per item
PLAN

Roadmap

90-day sequenced plan with dependencies and owners
horizonQ + Q+1
NEXT

Hand-off

You execute · we execute · or hybrid — your call
lock-innone
// Section 02 · What we ship

What you walk away with.

6 artifacts · all yours · no slide-deck fluff
D.01MAP

Process map

Every operational process in your business, end-to-end, with owners, frequency, hours, and current tooling — in a Notion or FigJam your team can edit.

Visual mapHours per processOwner per step
D.02RANK

ROI-ranked backlog

Every automation candidate scored on hours saved × frequency × complexity × strategic fit. Ranked top to bottom, no ties.

Hours/year savedImplementation costPayback period
D.03PLAN

90-day roadmap

A sequenced plan: what to ship in week 1, week 4, week 12 — with dependencies, owners, and rough cost per phase.

Gantt + milestonesOwner per phaseRisk register
D.04TOOL

Tooling recommendations

For each top candidate: build vs. buy vs. no-code. Real prices, real shortlists, with the trade-offs in plain English.

Build vs. buy3 vendors per itemTCO 3-year
D.05WIN

Quick-win playbook

The 3–5 things you can ship in two weeks with the team you have today, no vendors, no procurement.

Step-by-stepTools neededShip in <2 weeks
D.06EXEC

Executive readout

A 30-minute readout for your CFO and your board — what we found, what it costs, what it returns, in numbers they trust.

Slide packLive Q&ANumbers in $
// Section 03 · Stack we use

How we measure what to fix.

Vendor-neutral · numbers, not vibes
Time-motion
observation
Process mining
log analysis
RICE scoring
prioritization
TCO model
cost analysis
Benchmarks
industry data
Vendor matrix
tool selection
RACI
ownership
OKRs
measurement
// Section 04 · How we engage

Four weeks, four artifacts.

Fixed-fee · weekly readouts · no scope creep
Week 1

Discover

Two days on-site, interviews with leads, shadow the busiest seats. We leave with a process map already drafted.

Process map v1
Week 2

Quantify

Time every step. Pull tool logs. Score every candidate on the RICE-ish framework. Cross-check with your finance numbers.

Ranked backlog
Week 3

Solution

For the top 10 candidates: build vs. buy, vendor shortlist, ROI model. Quote the build options if relevant.

Solution doc + quotes
Week 4

Roadmap

90-day sequenced plan, executive readout, hand-off. We walk your team through every artifact and answer.

Roadmap + readout
Day 30+

Optional execution

You execute, we execute, or hybrid. Most clients do hybrid — we ship the top 2, their team takes the next 5.

Execution agreement
// Section 05 · How we work

Why we don’t hand you fluff.

Implementer-led · vendor-neutral
01 · IMPLEMENTERS

Built before consulting.

The people running your audit have shipped the kind of automation we’re recommending. Not Big-4 deck-builders.

02 · NEUTRAL

No vendor kickbacks.

We don’t take referral fees. If the answer is "buy this off-the-shelf SaaS for $40/mo," that’s the answer.

03 · NUMBERS

ROI in dollars.

Every recommendation has hours-saved-per-year, implementation cost, and payback period. Defensible to your CFO.

04 · NO LOCK-IN

Your team can execute.

Every recommendation includes a "what your team needs to do this in-house" path. We’d rather you do it than us — if it works.

// Section 06 · Common questions

What people ask before signing.

How is this different from McKinsey-style consulting?
We’re implementers, not deck-builders. Every artifact is something your team uses — a process map you edit, a backlog you reprioritize, a roadmap with real prices. No 200-slide deck.
Will you push us to use AutoFlow for everything?
No — and our recommendations are public. About a third of what we recommend is "buy this SaaS, no implementation needed." Another third is "your team can do this in 2 weeks."
What size company is this for?
Sweet spot is 20–500 people, $5–100M revenue, with 5+ tools and at least one process that hurts. Smaller, the audit is overkill. Bigger, you want a longer engagement.
What if we already know what to automate?
Then skip this and go straight to one of our build services. Consulting is for when you have 30 candidates and need to know which 3 to start with.

Sense your ops are
leaking, but not sure where?

A 30-minute call is enough to scope the audit and quote it. You’ll know within a week whether the engagement makes sense — and we’ll tell you honestly if it doesn’t.