1
ScopeDefine the decision.
Agree the workflows and investment question the Audit will investigate. Establish an explicit assessment boundary.
Automation ROI Audit
Know which improvements
are worth building.
Turn day-to-day friction into a documented investment decision. Examine selected workflows, test the assumptions and compare opportunities by expected return, feasibility and readiness.
In practice
Start with the evidence.
Start with the evidence.
Leave with a decision.
An audit should make your next move clearer. Follow an example from operational evidence to a recommendation you can challenge.
A decision before a build
Examine the work and compare practical alternatives. The result should remain useful when the right recommendation is to prepare first or stop.
Illustrative Audit output
A recommendation you can challenge.
Customer request handling · one example assessment boundary
- The work
- A request arrives. Someone reconstructs the customer context, checks instructions and passes the next action to an owner.
- The evidence
- Representative records, effort, volumes, exceptions and system dependencies.
- The comparison
- Expected benefit, implementation and operating cost, readiness and risk, with the assumptions visible.
A useful recommendation can be
ImplementA credible case and a viable boundary.Prepare firstResolve a specific prerequisite.Do not build nowInvest elsewhere when the case is weak.
Illustrative assessment record. No calculated return or client finding is implied.
What you receive
A decision asset.
A decision asset.
Not just advice.
A clear record of the work, the decisions and what your team receives.
- 01
Workflow and system map
The selected work, its exceptions, owners and dependencies.
- 02
A documented business case
Expected benefit, implementation and operating cost, with assumptions and uncertainty.
- 03
Prioritised opportunities
A comparison of value, feasibility, readiness and risk.
- 04
Recommended next steps
Implement, resolve prerequisites, investigate further or stop.
How the Audit works
From uncertainty
to an informed decision.
Agree the question. Gather evidence. Compare the options. Review the recommendation. Transfer the decision asset.
2
MeasureEstablish the baseline.
Review representative records, effort, volumes, exceptions, dependencies and access with the people doing the work. Record the evidence and its gaps.
3
CompareTest the business case.
Compare expected benefit, implementation and operating cost, feasibility, readiness and risk. Make assumptions and uncertainty visible.
4
ReviewChallenge the recommendation.
Review the options and evidence together. Agree the next decision, including reasons to prepare first, investigate further or stop.
5
HandoverKeep the decision asset.
Receive the workflow map, business case, priorities and recommended next steps. Production implementation is a separate scope.
Working together
A defined scope.
A defined scope.
Clear responsibilities.
Agree the boundary, the people involved and the decisions needed to move the work forward.
- The scope
- A defined assessment. Production implementation is a separate scope.
- Your team’s part
- Operational context, representative records and access to the people doing the work.
- A useful next step
- Commission the Audit independently or explore its place in The First Win Automation.
Related implementation experience
Solar installation company.
Solar installation company.
80 employees. One end-to-end workflow.
See how AITOC connected reporting and payroll for a solar service business. This is one delivered implementation, not a measured outcome of the Audit service.
$87,840
per year, annualized
Time-value capacity
15
managers
In the reporting workflow
$7,320
per month
Time-value capacity
One workflow, from daily manager reports to monthly payroll preparation. See the work behind the result.
Explore the case studyMeasured hours × loaded rates. This time-value capacity belongs to the first reporting-to-payroll workflow, separate from the later builds. It is not a claim of reduced payroll expense or a promise of cash savings.
to payroll.
Questions about this service
Straight answers.
What you need to know before starting a conversation.
What do we receive?
A workflow map, business case, ranked opportunities and clear next steps, with the assumptions behind each recommendation.
Can we commission the Audit on its own?
Yes. You keep the findings and can implement with us, another partner or your own team.
What do you need from our team?
Representative records and time with the people doing the work. Information gaps become part of the findings.
What if a build is not worthwhile?
We explain why and recommend practical next steps: prepare first, investigate another approach or stop.
Are the return estimates guaranteed?
No. We compare expected benefits with implementation and operating costs, showing the assumptions. Recovered staff time is distinguished from cash savings.
How can we qualify for a free Audit?
Through The First Win Automation for established businesses. You pay for implementation; the Audit and training for three key employees are included at no additional charge.
A useful next conversation
Bring us the work
you want to improve.
Discuss your priorities, the people and systems involved, and a useful next step.
Denis Rafailov
Founder, AITOC.io · 14 years building business software
I founded AITOC.io to help other business owners automate with confidence—one process at a time.