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What to automate first

AI strategy and assessment

Every manual process scored with the people who run it, on value, feasibility, data readiness and risk.

Start a conversationSee it step by step
Candidates, scored
Assessment readout · top six of 14 processesRanked
ValueFeasibilityDataRiskQuote to orderInvoice entryMonth‑end closeSupplier onboardingContract reviewField reports
Darker scores higher; on Risk, higher is worse. Outlined cells block the build.

Quote to order and invoice entry ship in Wave 1.

What you get

  1. Every process, rankedAll 14 scored and ranked, with the evidence behind each score.
  2. Build or buy, decidedA build‑or‑buy answer for each process, naming the tool to buy where one fits.
  3. First builds, pricedWave 1: the first builds, each scoped at a fixed price.

Invoice entry, scored and ranked

TodayA process described in a workshop

Written up but unranked

01Measure
Invoices a month1,900
Minutes each6
Error rate4%
02Score
Value4 of 5
Feasibility4 of 5
Data readinessReady
03Risk and decision
RiskLow
Ready-made toolsCover part of it
DecisionBuild
OutRoadmap itemWave 1
Rank2 of 14
OwnerFinance operations
First buildScoped

What we look at

Drawn from interviews, screen shares and an export from each system.

  1. 01Each manual step, who does it and who it passes to
  2. 02The systems each step touches, and what they can export
  3. 03Where the data lives, and whether it’s clean enough to use
  4. 04Legal and regulatory risk in each process
  5. 05Tools you already pay for, and what they could take on
  6. 06Volumes, error rates and what a mistake costs today
Yours at the end

assessment-readout/

readout.pdfFindings, as presented

scores.csvThe grid, all 14 rows

roadmap.mdScope, order and budget per item

processes/Each step and who does it

vendors/Quotes behind each buy decision

How it goes live

  1. 01 · AI strategy

    Paid assessment

    Two to four weeks, sized to the number of processes

  2. 02 · Optional

    Proof of concept

    The top process on the list, tried on your own data

  3. 03 · Optional

    Build Wave 1

    The top-ranked processes, built in order at a fixed price

  4. 04 · Ongoing

    Run it

    We operate it, or your team takes it over

Related services

Who automates invoice entry once it is ranked

Vendor, amount and order number read off each invoice.

Document intelligence and intake

An agent runs the 4 steps now done by email.

Agentic AI and workflow automation

Hours of typing go on a chart finance operations owns.

Dashboards and BI

All solutions

By industry

Three back offices, scored the same way

Revenue cycle, scored11 candidates
Referral packet intake
Value 5 · data ready · buildRank 1
Prior-auth status checks
Value 4 · payer portals, no API · buildRank 2
After-hours scheduling line
Value 3 · a vendor fitsBuy
Coding suggestions from notes
Value 3 · high PHI riskLater

Scored on value, feasibility, data readiness and PHI risk.

Healthcare providers

Proposal reuse, scoredOn hold
Walk the process with 2 partners
11 steps, 4 systems, 5 handoffs mapped
Score reuse of past deliverables
Value 4 of 5, data ready in the drive
3Confidential files in the drive
Held for a partner ruling on reuse
4Rank against 9 other candidates
Goes in the final report with its cost

The score waits on the confidentiality ruling.

Professional services and consulting

Hand reconciliation10 days logged

26 h

Hours a week spent matching patch, meter and billing records by hand, from 10 logged days.

Candidates

12

In Wave 1

3

Call

Build

Data centers and colocation

Start with the processes you want ranked

The assessment is priced before it starts.

Start a conversation