Strategy and roadmap
A 4-6 week engagement that turns automation ambition into an executable plan: a prioritized backlog, a quantified business case, and a 12-month roadmap.
Senior operators run a structured discovery across your finance, operations, and shared-services workflows. You leave with a prioritized automation backlog, a quantified business case, a 12-month roadmap, and, when needed, a CoE design.
What's included
We work with your teams, interview process owners, and use process-mining data to identify 20-50 automation candidates.
Each candidate is sized with hours saved, error cost, and ROI calculations your CFO can defend.
Quarter-by-quarter sequencing grouped by theme, with explicit risks and dependencies.
CoE design, roles, governance, and reporting cadence adapted to your organization size.
A fully scoped first-pilot SOW, ready to execute with us or another partner.
A systems map showing where RPA, agentic AI, development, and BI fit into your stack.
How it is delivered
A reference view of how the moving parts fit together. Every engagement adapts the canvas to your stack, your data, and your governance — but the bones are these.
How we deliver
Week 1. Goals, constraints, stakeholders, and operating rules.
Weeks 2-3. Interviews, shadowing, data extraction, and longlist of candidates.
Week 4. Ranking, ROI, sequencing, and operating model.
Weeks 5-6. Executive readout, written plan, pilot SOW, and next-step options.
Outcomes
4–6 wks
Typical engagement duration
20-50
Automation candidates identified
12 months
Roadmap horizon
Featured case · Financial Services
SabanaTech mapped, redesigned, and automated Coopecaja's member onboarding and verification flow, reducing the end-to-end cycle from 14 days to under 24 hours.
92%
Cycle-time reduction
3
Legacy systems unified
0
Manual handoffs
Read the full case“SabanaTech didn't just build us a bot. They redesigned the process and owned the outcome.”
Related services
Map, measure, and redesign your critical operational flows before building automation.
Governed AI agents for workflows involving documents, bounded decisions, and exceptions that require context.
UiPath Partner. Production-grade RPA that keeps operating over time.
FAQ
Use the first conversation to confirm fit, identify the information required for a business case, and agree on a practical next step.
