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Automation consultation

Scoping out your automation solution

We can help you achieve your automation goals quickly and effectively. With over a decade of experience in business process automation implementation, we’re experts when it comes to evaluating and executing bespoke automation needs.

Step

1

Discovery session

First, our consultants take the time out to understand your business and its needs. This is an informal fact-finding session, and can be conducted online, over the telephone or in person.

For the first part of your automation consultation, we’ll find out about your existing processes, what you’re looking to achieve through automation, and where you’d like to optimise.

Step

2

Identify automation opportunities

As well as listening to your automation goals, we’ll also use the discovery session to identify additional opportunities suited to your business.

ThinkAutomation is a scalable tool with thousands of actions and combinations. So, it’s likely that we’ll be able to suggest further, unthought areas where automation could save you time and money.

Step

3

Product demo

We can then give you a custom product demo that focuses on your pain-points and how ThinkAutomation could solve them.

You’ll be able to get an insight into how the product works and how to design the automated workflows that work for you – from an experienced automation technician, not a salesperson.

Step

4

Create an automation plan

Next, we can work with you to create an automation project plan or statement of work. You’ll have your own company contact as your consultant through this process.

The project plan includes your specific objectives, timeframes and deliverables, and is the final step before implementation.

Other services (click for more info)

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BPA Implementation

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Periodic Health Checks

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ThinkAutomation Version Migration

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ThinkAutomation Training

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Product Support & Updates

Request an automation consultation