Assessment & implementation scoping
What the engagement includes
- Current workflow and repeated-task inventory
- Automation opportunities and dependencies
- Estimated effort and value assumptions
- Pilot scope and acceptance criteria
Business Process Automation · Namibia
Find the repeated work worth changing.
Start with the steps, information and approvals involved. Simplify the workflow before deciding what to automate.
Workflow comparison
Compare the current and improved workflow.
The improved view removes avoidable repetition while keeping approvals and exception ownership visible.
Repeated handling makes progress difficult to see.
Information is copied between tools, follow-ups depend on memory and exceptions arrive without a clear owner.
- Receive
- Re-enter
- Follow up
- Correct
- Approve
Capture once, route clearly and review exceptions.
A shared record supports notifications and status visibility, while a person still owns approvals and unusual cases.
- Capture
- Validate
- Route
- Review
- Record
Scope control
Agree the scope first.
Production implementation follows platform, access and support validation.
The accepted quotation records deliverables, inputs, review points and support. Review the delivery controls.
Example pilot: routing an internal request
Illustrative, not a client result: map capture → completeness check → authorised approval → record → exception review. Measure task volume and handling time before the pilot. Compare after-pilot handling time, missed approvals and exception ownership against client-agreed acceptance criteria. Assessment produces the opportunity and pilot scope; implementation requires a separately accepted platform and support plan.