AI & Automation Opportunity Assessment
A structured assessment of how your business operates
You know your business and your customers. We bring an engineering perspective to the processes and systems behind the work.
01Start With the Business
The right solution begins with a clear understanding of the work
Over two days onsite, our team works alongside leadership and employees to document how work moves through the company and where technology could improve it. The result is a prioritized roadmap showing what could change and what each solution would require.
Technology has value when it supports the way a business operates. Before recommending software or automation, we examine how responsibilities and decisions move through the company. The objective is to solve the problem. We sell nothing we recommend.
02The Assessment Process
From operational research to a prioritized plan
Preparation before the visit, two days onsite, then a ranked roadmap.
01Before the visit
Prepare
Before arriving onsite, we review the company's structure, current systems, and major areas of work. This allows us to identify the right employees to speak with and build a focused schedule for the assessment.
02Two days onsite
Observe
Our engineers spend two days onsite with leadership and employees, observing current processes and mapping the company's major workflows.
03After the visit
Evaluate
We examine where time and money are being lost and where more could be earned, then weigh each opportunity against what it would cost.
04The final report
Prioritize
The final report ranks each opportunity and explains the problem, proposed solution, workflow impact, expected cost, and potential return.
03What We Examine
The assessment follows the work across the business
These six areas are where an assessment starts. Anything that costs time or money, or leaves revenue uncollected, is in scope.
01Operations
Intake, scheduling, handoffs, status checks, delays, and repeated work.
02Back Office and Finance
Invoicing, collections, payroll preparation, approvals, reconciliation, and recurring deadlines.
03Sales and Client Acquisition
Response times, quoting, lead management, follow-up, past-client outreach, and stalled opportunities.
04Software and Systems
Unused features, disconnected platforms, spreadsheet workarounds, overlapping subscriptions, and manual transfers of information.
05Reporting and Analytics
Month-end reporting, margin visibility, inaccessible information, and time spent collecting or cleaning data.
06Marketing and Online Presence
Search visibility, websites, inquiry forms, customer reviews, lead tracking, and the connection between marketing and sales.
04What You Receive
A plan detailed enough to evaluate and act on
Every recommendation is documented clearly enough for your internal team, existing technology provider, another developer, or nAblement to implement it.
For each recommended opportunity
- AThe problem
- Where the issue occurs, how often it happens, and what it currently costs the business.
- BThe solution
- The recommended change and what would be required to implement it.
- CThe workflow impact
- How the change would affect the employees doing the work and everyone downstream of them.
- DThe expected return
- The estimated value in time saved, costs reduced, errors avoided, revenue created, or turnaround time improved.
05Quick Improvements and Larger Opportunities
Not every improvement requires custom software
The first option we consider is whether the problem can be solved with the systems the business already owns. Some recommendations are a changed setting or a feature you already pay for. When a problem does require something new, the report explains what should be built and provides an implementation estimate. You can complete the work internally, hand it to another provider, or ask nAblement to build it.
- 01Existing systems
- 02Adjust or configure
- 03Integrate
- 04Build new
06Engineering From the Beginning
The recommendations are informed by the people who can build them
The people assessing the business are engineers who build and operate software. They understand the capabilities, limitations, integration requirements, and ongoing responsibilities behind the solutions they recommend.
Onsite
We work alongside the people completing the process, so the assessment includes the details that never appear in written procedures or leadership meetings.
Independent
We take no commissions, referral fees, or reseller margins on the software we recommend, so cancelling something stays on the table.
Buildable
Each proposed solution is evaluated by engineers who understand what it would take to design, integrate, deploy, and maintain it.
Pricing and Scope
Starting price
$3,000
Implementation is quoted separately with no obligation to continue.
Clear before the assessment begins
The standard assessment includes two onsite days and the complete opportunity roadmap. The price and scope are confirmed in writing before work begins. If additional onsite time is required, it is discussed and approved in advance.
- 01Two onsite assessment days
- 02Analysis and prioritized roadmap
- 03Workflow diagrams and supporting documentation
- 04Executive presentation
Discuss an assessment
Add an engineering perspective to your next operational decision. Whether you are looking at one process or across the business, the assessment gives you the research and the technical and financial judgment to choose the strongest path forward.