AUTOMATION ADVISORY AND CONSULTING
Automation advisory and investment planning
The most expensive automation mistake is not a failed bot. It is a year spent automating the wrong process on the wrong platform. Advisory exists to prevent that: to read where the real waste sits, decide what is worth automating, and match each candidate to the right capability.
- A ranked backlog scored on value and feasibility
- A platform decision made on evidence, not vendor preference
- A costed first wave the same partner can build
If several sound familiar, the problem is prioritization, not effort.
You do not need a strategy deck to recognize these. They are the symptoms of a program running on requests rather than a ranked plan. We replace the pile-up with three things leadership can act on: a read of where the waste actually sits, a ranked backlog of what is worth funding, and a platform decision you can sign off.
Bots break constantly
Your RPA estate needs near-constant repair because it was pointed at variable work that rules cannot handle.
Everyone has a candidate, nobody has a ranking
Requests pile up with no consistent way to score value against feasibility, so the loudest voice wins.
You bought a platform first
A license was chosen before the processes were understood, and now everything is being forced to fit it.
Savings never show up in the numbers
Individual automations work, but no one can point to the line where cost actually fell.
The same process was automated twice
Two teams built overlapping bots because there is no shared backlog or owner.
AI hype is driving decisions
Pressure to use agents everywhere is pushing spend toward problems a simple rule would solve.
The costly mistake is not a failed bot. It is automating the wrong work on the wrong platform.
Advisory is only useful if it ends in a fundable plan.
Frame the value pools
Identify the functions where automation moves a real number: cost, cycle time, error rate, or risk. Everything downstream ties back to one.
Surface the real processes
Using process mining and task capture, we look at how work actually flows, not how the SOP says it should.
Score every candidate
Rated on value and feasibility, plus a fit test: rules-based to RPA, judgment-heavy to AI agents, multi-step to orchestration.
Choose the platform on evidence
Selection follows the workload profile, governance needs, and the skills you can realistically staff, not vendor preference.
Sequence a roadmap
A prioritized backlog, a costed first wave, and a target operating model, including whether a center of excellence makes sense.
Enter at the level you need, from a platform decision to a full program design.
Platform Assessment, Selection and Strategy
An evidence-based platform decision matched to your workloads and governance.
Process Optimization and Automation Strategy
A ranked backlog and roadmap tied to measurable value.
Architecture Consulting
The target-state design for how your automation estate fits together.
Automation Preview
A fast, low-risk proof on one process before you commit to scaling.
RPA Strategy and Consulting
Focused strategy for building, or fixing, an RPA program that returns value.
The output is not a report. It is a decision you can fund with confidence.
You avoid the two costly errors, automating the wrong work and buying the wrong platform, and you get a backlog sequenced so the first wave returns value fast enough to fund the next.
When you are ready to build, our dedicated teams can own delivery, so the plan does not die in a slide.
[XX%] of assessed candidates are typically redirected to a better-fit tool, and the path from first workshop to a fundable roadmap usually takes [X weeks]. Placeholders, industry-typical; Softobiz to verify.
Redirecting spend is usually the first win.
Outcome: For Pickles, we assessed [X] automation candidates, redirected [XX%] to a better-fit platform before a bot was built, and sequenced a first wave that paid back inside [X weeks]. Softobiz to supply verified engagement and metrics.
What leadership asks before it commits.
That is exactly when it pays. We take the ideas you are sitting on, score them on value and feasibility, retire the weak ones, and sequence the rest into a backlog you can fund.
Regularly. A large share of candidates are a better fit for a redesign, an AI agent, or orchestration than for a bot. The fit test is designed to catch that before you spend.
Platform selection follows the workload profile, governance needs, and the skills you can staff. It is an evidence-based decision, not a vendor preference.
The backlog hands directly to the right capability.
Intelligent Process Mining
Reconstruct how the process really runs before you decide what to automate.
Robotic Process Automation
Rules-based, high-volume work executed by bots designed to be maintained.
Business Process Management
Run the multi-step, multi-system flow as one governed process.
Bring us the ideas you are sitting on. And the ones that keep breaking.
We will tell you which are worth building, on what platform, and in what order. You leave with a plan you can fund.