Business value
Does solving this problem improve the work that matters to your business?
Automation Audit
What should you actually automate?
Before investing in AI or automation, understand where it will create real value. In a focused Automation Audit, we review your real business processes, identify repetitive work and bottlenecks, assess automation feasibility, and show you where automation is — and isn’t — worth the investment.
Request an Automation Audit- 60–90 min process review
- Practical recommendations
- No obligation to build with us
A business case, not a sales pitch
Not everything should be automated.
Our job isn't to sell you more automation.
It's to identify the automation that actually makes business sense.
Technical feasibility
Can the process be automated reliably with your systems, data and constraints?
Implementation effort
Is the time, complexity and ongoing effort justified by the expected value?
A focused process review
How it works
Show us how you work
Walk us through your real processes, systems, repetitive tasks and bottlenecks.
We analyze
We identify automation opportunities, integration requirements, AI use cases, complexity, risks and quick wins.
You get a roadmap
Clear recommendations on what to automate, what to leave manual, and where to start.
The work behind the workflow
What we evaluate
- Repetitive manual work
- Copy/paste and data entry
- Document processing
- Emails and communication
- ERP / CRM / DMS workflows
- APIs and system integrations
- Approval processes
- AI agent opportunities
- Voice automation
- Human decision points
- Exceptions and risks
Your assessment deliverable
What you receive
A practical assessment you can use to decide what happens next.
- Current process overview
- Automation opportunities
- Quick wins
- Complexity assessment
- Expected business impact
- Integration requirements
- Risks and dependencies
- Recommended implementation roadmap
A clear path forward
From audit to implementation
- Discovery
- Automation Audit
- Recommendations
- Proposal
- Implementation
- Ongoing optimization
You are not required to implement the recommendations with OPTUNIFY.
If there is a strong business case, we can design and build the solution with you.
Start with your real work
A focused review.
A practical starting point.
Tell us about the process you’d like to review and the systems your team works with.
Share only the information needed to understand your enquiry. Please avoid confidential documents, credentials or sensitive personal information.