Find out where your team's week actually goes.
Your ERP, CRM and service desk already log every order, invoice, deal and ticket with a timestamp at each step. In two weeks we turn those logs into a map of where work waits and where someone retypes it, with hours and dollars attached.
Fixed price. You keep the findings even if you don't hire us.
A process assessment is a short, evidence-based review of how work actually moves through a business: where it waits, where it is retyped and what each step costs. Ours reads the event logs your ERP, CRM and service desk already keep, the same data process mining uses, and ends with a ranked list of what to automate first, with hours, dollars and a fixed price for the first build.
Microsoft Power Automate Process Mining needs only three fields per event to rebuild a process: a case ID, an activity and a timestamp. Most ERPs record all three, though some tables keep only the current state and need joining.Most teams can point at the symptoms. The logs show what's underneath, and that's where the first project should go.
Late orders, a slow month-end and a team that's always busy.
Work waiting between systems, and the same data typed in twice.
Every invoice, order, deal and ticket has a timestamp at each step. We read them, so the answer comes from your data, not from a workshop.
No surveys and no sticky notes on a wall. We read what your systems already record and talk to the people who do the work.
Read in order, the timestamps show exactly where work waits and where someone types the same thing twice.
Orders, invoices, receipts and payments, with the timestamp at every step.
Deals, quotes and the moment each one turned into an order.
Tickets, categories and resolution times, including the integration errors.
Short conversations to explain what the logs can't.
Nothing installed and nothing changed in your systems.
Guessing usually picks the wrong first project. The list tells you whether it's an agent, an automation or a system that needs replacing.
Change the numbers to match one process. The assessment replaces these guesses with figures from your own logs.
Defaults: $46.89 an hour is the US Bureau of Labor Statistics average total compensation per hour worked, private industry, June 2026. The share an agent or flow can take varies by process, so the assessment measures it from your logs instead of assuming it. Hours are counted over 48 working weeks a year; one full-time person is taken as 1,800 productive hours.
Get your real numbersEach method sees something different. We start with the logs because they cover every case, then fill the gaps.
| Process mining (logs) | Task mining (screens) | Interviews and workshops | |
|---|---|---|---|
| What it sees | Every order, invoice or ticket, end to end, from timestamps | Clicks and keystrokes inside one step, including email and Excel | What people remember and believe |
| Coverage | All cases, all variants | A sample of users | A few people, a few examples |
| Good at | Waits, loops, rework and volumes | Work that never reaches a system log | Context, exceptions and the why |
| Weak at | Work done outside the system | Big-picture flow | Volumes and real durations |
| How we use it | First, for the whole picture | Only where the logs go quiet | To check the map with your team |
Process mining requires a case ID, an activity and a timestamp per event (Microsoft Learn). Power Automate Premium includes process and task mining with 50 MB of process-mining storage per licence.
The assessment is fixed price. If you go ahead, the first build takes six to eight weeks, also for a fixed price.
We agree the processes in scope and get read-only access to the logs.
Read-onlyWe rebuild each process from its timestamps and find where it waits and where it's retyped.
From your dataThe people who do the work walk through the map with us, and we correct anything the logs got wrong.
Reviewed togetherYou get the ranked list and a fixed price for the first build. The findings are yours either way.
You keep the findingsA services group in Hong Kong runs seven companies. Customers paid by cheque, bank transfer, payment gateway and WhatsApp, and the AR team sorted every payment by hand.
Now an agent reads each payment, finds the company and customer, matches the invoice and checks for duplicates. The AR team approves every posting.
Flexible Metal, part of the Hyspan group, runs on SYSPRO. We built barcode receiving, batch tracking and multi-warehouse stock through SYSPRO's own APIs and left the core as it was.
Most of what we read sits in the ERP. The CRM and the service desk fill in what happens before and after.
SYSPRO
Epicor KineticEpicor Prophet 21
Microsoft Dynamics GPDynamics 365 Business Central
Infor SyteLine
Sage 100
SAP Business One
NetSuite
Acumatica
Dynamics 365 CRM
Salesforce
HubSpot
Zoho CRM
ServiceNow
Jira Service Management
FreshserviceA map of how your processes really run, built from your logs; where work waits and gets retyped; an hours ledger priced at loaded cost; a ranked list of what to fix first with hours, dollars and payback; whether each fix is an agent, a flow or a system change; and a fixed price for the first build. You keep it all.
Hours freed a year is case volume times touch minutes per case divided by 60, times the share that can be automated. Multiply by loaded hourly cost and add hard savings like avoided rework, then subtract running costs. Payback in months is build cost divided by monthly net benefit. The calculator above gives a first estimate.
We take read-only access to your ERP, CRM and service desk logs, rebuild each process from its timestamps, find where it waits and where it is retyped, walk the map through with the people who do the work, and rank the fixes. It takes two weeks.
Look for a clear owner and a measurable goal, a process that is stable enough to describe, data the agent can reach through supported access, someone to approve its work, and a baseline to measure against. Gartner predicts 60% of AI projects without AI-ready data will be abandoned through 2026, so the assessment checks the data first.
In our view, ranked by typical payback: supplier invoice capture and matching, collections and dispute triage, cash application, bank and account reconciliations, and duplicate-payment detection. Gartner's 2025 survey found AP automation among the top finance AI uses. Forecasting gets a lot of pilots but pays back more slowly.
Ask for a fixed price, read-only access, a baseline measured from your own data, a ranked list with payback, and a recommendation that isn't tied to one tool. MIT's research found AI projects bought from or built with partners reached deployment about 67% of the time, and internal builds about a third as often (MIT NANDA, 2025).
Read-only access to the logs and reports your ERP, CRM and service desk already keep. We don't install anything or change any settings.
You keep the findings: the map, the ranked list and the evidence behind each row. Use them with your own team or another partner.
You probably have a guess. In two weeks, for a fixed price, you'll have the real answer and a plan for the first agent.
Facts on this page checked on 22 October 2026.
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