Strategy and roadmap
Automation strategy that ships.
A 4-6 week engagement that turns automation ambition into an executable plan by Monday.
Senior operators run a structured discovery across your finance, operations, and shared-services workflows. You leave with a prioritised automation backlog, a quantified business case, a 12-month roadmap, and, when needed, a CoE design.
Is this you?
If any of these sound familiar, you're in the right place.
- Fragmented automation efforts and stalled pilots across teams
- No clear ROI for automation investments and no prioritised backlog
- Conflicting vendor narratives that freeze roadmap decisions
- Pressure to adopt AI without a concrete operating plan
- An internal CoE that exists on paper, but not in execution
What's included
Capabilities built for production.
Opportunity discovery
We work with your teams, interview process owners, and use process-mining data to identify 20-50 automation candidates.
Business case
Each candidate is sized with hours saved, error cost, and ROI calculations your CFO can defend.
12-month roadmap
Quarter-by-quarter sequencing grouped by theme, with explicit risks and dependencies.
Target operating model
CoE design, roles, governance, and reporting cadence adapted to your organisation size.
Pilot scope
A fully scoped first-pilot SOW, ready to execute with us or another partner.
Architecture view
A systems map showing where RPA, agentic AI, development, and BI fit into your stack.
How it ships
What the architecture actually looks like.
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
A predictable path from scoping to production.
- 1
Kickoff and alignment
Week 1. Goals, constraints, stakeholders, and operating rules.
- 2
Discovery and mining
Weeks 2-3. Interviews, shadowing, data extraction, and longlist of candidates.
- 3
Prioritisation and modelling
Week 4. Ranking, ROI, sequencing, and operating model.
- 4
Readout and plan
Weeks 5-6. Executive readout, written plan, pilot SOW, and next-step options.
Outcomes
Outcomes we aim for.
4-6 wks
Typical engagement duration
20-50
Automation candidates identified
12 months
Roadmap horizon
Featured case · Financial Services
From 14 days to same-day onboarding across three legacy systems.
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
Often delivered together.
Process Engineering
Map, measure, and redesign your critical operational flows before building automation.
ExploreAgentic Automation
Production-ready AI agents that read, decide, and execute for the 20% of work RPA cannot handle.
ExploreRPA
UiPath Partner. Production-grade RPA that keeps operating over time.
Explore
FAQ
Frequently asked questions
Ready to ship an automation that actually runs?
Book a 30-minute discovery call with a senior automation lead. You'll leave with a written use-case summary and a rough scope — no commitment, no slide deck.