Jumpstart Your Automation Journey
CoSourcing Partners Ai and automation team provides a proven step-by-step approach to identify, analyze, and prioritize your top automation opportunities. Our experts handle the heavy lifting to build your business case and tailor an implementation roadmap to your needs.
Uncover Your Automation Potential
Our Intelligent Automation Assessment Report is budget friendly and offers a structured discovery and assessment framework. This engagement evaluates internal business processes, identifies automation opportunities, and lays the foundation for long-term automation success. Our team collaborates with stakeholders to document operations, assess readiness based on impact and effort, and build business cases for high-potential use cases. The outcome is a strategic roadmap outlining a phased approach to automation design and deployment. While implementation can follow, this engagement focuses on discovery, opportunity evaluation, and planning for scalable, intelligent automation.
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Intelligent Automation Assessment Report
Automation Done Right
Hear From Intelligent Automation Clients
Our Proven Approach
The Intelligent Automation Assessment Methodology
Virtual Training
One or two 90-minute sessions to train staff on how to identify automation opportunities (unlimited attendees)
Process Analysis
Up to three remote sessions evaluating your automation candidate processes
Evaluation & Prioritization
Final selection and documentation of the highest-impact opportunities
Business Case Development
Creation of ROI-driven business cases for the top automation candidates
Strategic Roadmap
A tailored plan for AI, Intelligent Automation design, development, and deployment phases based on findings
Intelligent Automation Assessment Report
Frequently Asked Questions
How long does the Intelligent Automation Assessment Report process take?
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The Intelligent Automation Assessment Report Process is designed to be completed within three weeks. Based on the number of departments participating we have seen several extend into five weeks.
What is the time commitment for our team?
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The time commitment is typically about 6–9 hours, this includes 2–3 interactive sessions with the team and another 2–3 hours dedicated to Automation Discovery Workshops and Recordings.
What processes should we include for assessment?
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Simple, repetitive tasks are most effective and most economical to automate. Common processes include invoicing, sales orders, accounting reconciliation, data entry, system queries, payroll, employee and vendor onboarding, etc.
It is also important to consider factors such as complexity, cost-effectiveness, human interaction, adaptability, resistance to change, and legal requirements.
It is also important to consider factors such as complexity, cost-effectiveness, human interaction, adaptability, resistance to change, and legal requirements.
How is the business case/ROI calculated?
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Many organizations calculate the ROI by using the payback period, which is taking the cost of the automation and then dividing it by the monthly savings of the worker. However, if you only calculate your ROI this way you won’t be able to account for the total value and ongoing impact of that automation on your business’ bottom line.
How do you prioritize automation opportunities?
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Automation opportunities are typically prioritized in terms of complexity (cost/time to implement) and ROI of the automation. For organizations starting their automation journey, it is important to find opportunities with quick paybacks and corporate visibility to drive the automation adoption process.
When do we begin implementing automations?
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Most organizations will select one or two of the automation opportunities identified in the Intelligent Automation Assessment Report, and begin implementing within 30 days.
Do you handle implementation too?
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CoSourcing Partners provides a set of comprehensive services designed to handle everything you need to define, implement, develop, maintain, and support your automation journey. Our à la carte services allow you to mix and match services to best suit your operating requirements.
What does the quote include exactly?
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The Intelligent Automation Assessment Report quote includes:
- 1 Automation AI/ML/RPA overview session to explain and illustrate the power of automation in your organization/department
- 1 Process Discover overview to step through the critical elements to help identify a good automation opportunity
- A guided step-by-step walk-thru of how to identify and capture potential automations with potential savings
- Individual sessions to answer specific questions regarding process identification
- A group session to select the Top 5 automation opportunities
- A detailed recording process for each of the Top 5 automation opportunities
- A detailed business case analysis for each of the Top 5 automation opportunities including a documented ROI/Payback
- A final document that includes:
- Detailed overview of all processes identified (your Automation Roadmap)
- Detailed ROI and Business Case and development cost for each the Top 5 automation opportunities
- Detailed cost model for the required automation toolset licenses
- Detailed Project Plan to begin your automation journey
How do we get started with the Intelligent Automation Assessment Report?
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Simply request a Quote and execute it. The Intelligent Automation Assessment Report Process can be started as soon as you need.
Who owns the automation IP/code after?
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With all service projects, the Client always owns the automation IP and Code. NDA’s are put in place with each customer to protect any/all information exchanged in the automation process.
How do you help us build internal buy-in?
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The Intelligent Automation Assessment Report Process builds internal buy-in and speeds the adoption of automation technology by providing training and real-world examples of automation to help Key Stakeholders within your organization. Interactive workshops and automation demonstrations illustrate how automation benefits them and helps them feel confident using automation in their day-to-day work.
Additionally, automation metrics and tracking tools are introduced to measure, report and illustrate the automation benefits of higher productivity, reliability, availability, increased performance, and reduced operating costs.
Additionally, automation metrics and tracking tools are introduced to measure, report and illustrate the automation benefits of higher productivity, reliability, availability, increased performance, and reduced operating costs.
What results have past clients seen?
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Each client receives five well-defined Business Case documents.
- Average Savings per SMB engagement = $500,000+
- Average Savings per Department = $225,000+
- Enterprise Level engagements average = $1.2M
- Largest to Date : 72 Opportunities Identified at $5.1M in projected Savings
Accelerate Your ROI
Ready to Get Started?
Our experts are ready to help maximize the value of process automation for your business. Get started by requesting a personalized Intelligent Automation Assessment Report quote today.