Ormaven
Ormaven Business · Automation discovery

Should this workflow actually be automated?

Select one repeatable process or administration task. Understand people, inputs, hand-offs, exceptions and whether any automation would genuinely help.

Describe your challenge · 60 sec Automation & digitalisation

Understand the work first

Capture triggers, inputs, responsibilities, outputs and exceptions. Sometimes a simpler process is better than new software.

Check risk and feasibility

Review data quality, access boundaries, dependencies and manual controls. We do not require account credentials or confidential exports for an initial enquiry.

Choose before building

Compare keeping the process, simplifying it or creating a small automation. The output supports an implementation decision; it is not production software.

Working sequence

Clear steps. Visible evidence.

  1. 01Select one workflow and business outcome
  2. 02Map inputs, steps, exceptions and failure modes
  3. 03Identify bottlenecks and control requirements
  4. 04Compare smallest viable options and success criteria
Proposed service package

Discovery for one workflow

Scope one operational process and define next steps without launching an unnecessary transformation project.

Best suited for

  • Recurring reports, copy-paste administration or spreadsheets.
  • Hand-off delays and unclear process ownership.

Potential deliverables

  • As-is workflow map with key exceptions.
  • Simplification or automation options, risks and measurable success criteria.

Starting inputs

  • Process outline without passwords or restricted data.
  • Approximate frequency, errors and known constraints.

Not included by default

  • Production software or integrations.
  • Guaranteed savings before testing with real process data.

Scope, fees and timeline must be confirmed in writing before any paid work. This outline is indicative only.

Related
Recurring-problem diagnostic How we work