Business Process Automation Consulting
Business process automation consulting identifies which workflows in your firm are bleeding time and money, then builds working automations on your existing tools. I go from assessment to a live system in 4-6 weeks. You get a running workflow, not a strategy deck.
The problem
Why Previous Automation Projects Failed
Most professional services firms have tried some version of this before. The pattern is always the same: big promises, expensive engagement, disappointing results.
Consultants delivered PDFs, not systems
You paid for a process audit and got a 40-page document with recommendations. Nobody on your team had the skills or time to implement it. The PDF is still sitting in a shared drive.
You bought tools nobody configured
Someone sold you on a platform. Licenses were purchased. But the tool sits half-configured because the vendor assumed you had a technical team to finish the setup. You don't.
Manual processes are eating your margins
Your team spends hours on data entry, client onboarding paperwork, invoice chasing, and report assembly. Headcount grows but profit per employee stays flat. The work is repeatable, but nobody has automated it.
What changes
What the Engagement Looks Like
I handle the full cycle from mapping to a live system. No handoffs. No implementation partners. One person, end to end, in 4-6 weeks.
Workflow mapping and scoring
I walk through every major workflow with your team. Each one gets scored for automation potential, time cost, error rate, and ROI. The output is a prioritized list, not a generic recommendation.
Build the automation
I take the highest-scoring workflow and build the automation on your existing tools. No new platforms to buy, no migrations. AI agents, scripts, and integrations that run in your current stack.
Train your team
Your team learns the new workflow hands-on. I document every step, record walkthroughs, and run practice sessions until they can operate the system without me.
Measure and hand off
I set up dashboards tracking time saved, throughput, and error reduction. You see the before-and-after numbers. Then I step back and you own the system.
How we'll work
One workflow. Four weeks. Measurable results.
Each sprint tackles one high-impact workflow from assessment to production. Then we move on to the next problem.
Find the highest-impact opportunity
I sit with your executives and map the current state of your operations. Every workflow gets scored for automation potential and ROI. We pick the one that moves the needle most.
Design and build
We figure out what the automation looks like. Sometimes it's a Claude Cowork plugin. Sometimes it's custom software. I build it on your existing tools. No new platforms to buy.
Go live and measure
The system goes into production. I set up tracking for hours saved, throughput, and error rates. Real numbers, not projections.
Train your team
Your people learn to use the new workflow. Documentation, walkthroughs, hands-on sessions. Adoption is where most AI projects die, so this part gets the same attention as the build.
Know which workflow to fix first?
Book a 30-minute call. We'll map your operations and find the highest-ROI automation.
Example
Example: Payroll Firm Automates Client Onboarding
A 35-person payroll company was spending 4 hours per new client on onboarding paperwork. Data entry across three systems, manual compliance checks, and email chains to collect missing documents. I mapped the workflow, built an AI agent that handles document intake and data population, and trained two staff members to manage exceptions.
4hrs → 25min
Onboarding time per client
From 4 hours of manual data entry and email chasing to 25 minutes of exception review.
92%
Reduction in data entry errors
AI agent pulls data from submitted documents directly. No more retyping names and tax IDs.
6 weeks
Assessment to live system
Week 1 was mapping. Weeks 2-4 were build. Weeks 5-6 were training and measurement. System has been running for 5 months.
FAQ
Common questions about this service.