Automation
Opportunity Map
Structured business audit framework. Identify, score, and prioritize automation opportunities — then package the result as a premium client deliverable.
Client Profile
Basic business context. This frames the audit scope.
Process Inventory
Select every department or function this business operates. We’ll score each one.
Process Scoring
Rate each selected department across 4 dimensions. This drives the ROI calculation.
Estimates based on client-provided inputs. Actual ROI subject to implementation complexity and process adoption.
How does the Automation Opportunity Map work?
The Automation Opportunity Map is a structured business audit in four steps. You profile the business, list its departments, and score each one on frequency, time spent, error rate and how rule-based the work is. The tool then identifies, scores and prioritizes the automation opportunities worth building first.
- Client profile. Business name, industry, company size, approximate annual revenue, average staff hourly cost in CAD, and the primary pain points: manual data entry, slow follow-ups, manual reporting, scheduling, inventory errors and communication gaps.
- Process inventory. Select every department the business operates: sales and CRM, marketing, operations, finance and accounting, HR and onboarding, customer service, inventory and supply, reporting and analytics, and compliance and legal.
- Process scoring. Rate each selected department across four dimensions. These scores drive the ROI calculation.
- Results. Generate the opportunity map and print it or save it as a PDF.
What does the opportunity map include?
A summary of opportunities found, estimated hours saved per week, annual ROI in CAD and the payback period, followed by prioritized opportunities with quick wins called out, a phased implementation roadmap and an engagement proposal covering discovery, build and monthly retainer fees.
How accurate are the ROI estimates?
Estimates are based on the inputs you provide. Actual ROI depends on implementation complexity and process adoption. For help turning the map into working automations, see the five AI workflows businesses actually pay for or get in touch with Bach Vu.