Automation Roadmap Session

$399.00

This 90-minute session is for those who are ready to go deeper.

We’ll focus on one specific process you want to improve and break it down step by step. Together, we’ll identify automation triggers, system touchpoints, exceptions, and realistic implementation paths.

By the end of the session, you’ll have a clear roadmap you can use to build, outsource, or confidently plan next steps.

What You’ll Walk Away With

  • A clearly defined automation roadmap for one workflow

  • Guidance on the right automation approach and tools

  • An understanding of risks, constraints, and dependencies

  • A practical plan you can execute or hand off

NOTE: This session is a consulting and advisory service focused on strategy, planning, and guidance. It does not include hands-on implementation or software configuration.

This 90-minute session is for those who are ready to go deeper.

We’ll focus on one specific process you want to improve and break it down step by step. Together, we’ll identify automation triggers, system touchpoints, exceptions, and realistic implementation paths.

By the end of the session, you’ll have a clear roadmap you can use to build, outsource, or confidently plan next steps.

What You’ll Walk Away With

  • A clearly defined automation roadmap for one workflow

  • Guidance on the right automation approach and tools

  • An understanding of risks, constraints, and dependencies

  • A practical plan you can execute or hand off

NOTE: This session is a consulting and advisory service focused on strategy, planning, and guidance. It does not include hands-on implementation or software configuration.