One assessment across finance, operations and shared services. You leave with a prioritized backlog, a business case your CFO can defend and a 12-month roadmap.
AI & Automation Strategy is a fixed-scope assessment, typically 4-6 weeks, that ranks candidate processes across finance, operations and shared services, sizes the business case for each, and delivers a prioritized backlog, a 12-month roadmap and a scoped first pilot.
Candidates from finance, operations and shared services are scored on the same criteria, so budget follows value instead of the loudest sponsor.
Each candidate is sized on hours, error cost and run cost, with the assumptions written down so your CFO can challenge them.
Each process goes to an agent, RPA, an API or a person, depending on where judgment, determinism and accountability are needed.
Agree goals, constraints, sponsors and the decisions the plan has to support.
Interview process owners, shadow operators and read system data to build a longlist of candidates.
Score each candidate on value, feasibility and risk, build the business case and choose the tool for each process.
Executive readout, written roadmap and operating model, pilot scope and the options for what comes next.
You receive
LATAM shared-services center Shared Services / BPOAnonymised at the client's request
A 4-week sprint at a Latin American shared-services center identified 14 automation candidates and a target operating model.
Read the caseFigures are from the scope and measurement period described in each case. They are not projections for other engagements.
No. The plan is vendor-neutral and written so your team, us or another partner can execute it. If you do continue with us, the team that wrote the plan is the team that builds it.
No. The assessment decides process by process whether an agent, RPA, an API, custom software or a person is the right answer. Many processes need a mix.
A named lead from our team, supported by process and architecture specialists as the scope requires.
Share the workflow, its monthly volume, the systems involved and where exceptions pile up. A delivery lead will come back with an assessment of fit and a practical next step.
