Repetitive data entry, report generation, and communication between departments consume countless hours and lead to employee burnout. An automation opportunity assessment systematically maps your internal processes, identifying the most tedious and time-intensive tasks ripe for automation, freeing your team to focus on strategic work, not manual churn.
Manual workflows are not just slow; they’re expensive and prone to costly mistakes. Our assessments target processes with a high risk of human error—from invoice processing to data migration—and identify automation opportunities where smart technologies can enhance accuracy, ensure compliance, and significantly reduce operational costs.
Do process bottlenecks and missed deadlines impede your entire operation? An expert-led automation opportunity assessment team will examine your workflows to determine the underlying causes of delays. By automating these key chokepoints, you can accelerate everything from employee onboarding to customer service, improving business agility.
Making critical business decisions without accurate data is a high-risk gamble. By inspecting process automation opportunities, you evaluate how you collect and analyze information—from customer feedback to operational metrics. With this knowledge, you can design automated systems that transform raw data into a solid foundation for smarter decision-making.
Slow response times, inconsistent service, and unresolved issues can harm your reputation and alienate clients. We identify automation opportunities in your customer-facing workflows to improve service quality, personalize interactions, and address issues faster, which results in increased satisfaction, loyalty, and, ultimately, profitability.
Every business has “crazy” ideas and lofty goals that appear out of reach. An automation opportunity assessment offers a framework for putting such concepts to the test. We help you validate the feasibility and business value of a bold idea by converting it into a tangible proof of concept or MVP, transforming ambitious plans into your next competitive advantage.
ITRex believes in action, not just analysis. Our automation opportunity assessment is a fast-paced, collaborative engagement that will take you from a business problem to a fully operational solution in just 6-8 weeks. We combine stakeholder interviews with in-depth process analysis to create a working prototype that demonstrates real-world value.
We start by collaborating with your key stakeholders across different departments. Our goal is to comprehend your core business objectives, persistent pain points, and strategic priorities. This ensures every opportunity for automation we identify is directly tied to measurable outcomes, like reducing operational costs by 10% or improving customer retention by 35%.
We immerse ourselves in your daily operations, mapping out your current workflows and meticulously documenting the time, cost, and error rates for each step. This data-driven automation opportunity assessment enables us to identify the specific bottlenecks and inefficiencies hindering your business’s growth—and set desired KPIs for the future state.
We prepare a list of process automation opportunities based on the analysis findings. Each opportunity is then thoroughly assessed and scored based on its potential ROI, technical feasibility, and alignment with your strategic objectives. As a result, you will receive a prioritized shortlist of the most promising automation use cases across your entire organization.
We propose a readily available, customized, or bespoke solution for the top-priority use cases, creating a clear blueprint and technical architecture. When considering business process automation opportunities, ITRex only recommends the best technology stack—e.g., RPA for simpler tasks, AI for complex decision-making, or Gen AI for advanced data analytics.
We then put the automation opportunity assessment insights into action, quickly developing a fully operational proof of concept or minimum viable product. This working model enables you to test the automation solution in a real-world setting, validate its effectiveness, gain stakeholder buy-in, and develop a solid business case for a full-scale rollout.
A data-backed shortlist of the most valuable automation opportunities, ranked by impact, feasibility, and projected ROI. This directs your investment toward the initiatives with the highest potential returns.
A comprehensive report that maps your current workflows and identifies specific bottlenecks, inefficiencies, and hidden costs. This analysis gives you a clear, objective view of potent automation opportunities.
Expert recommendations on the appropriate technology stack (RPA, AI, Gen AI, etc.) for your specific requirements, including a solution architecture. This blueprint ensures that you create a scalable, effective, and future-proof solution.
A working prototype tailored to the identified workflow automation opportunities, delivered in 6–8 weeks. This tangible asset validates the solution’s real-world performance, demonstrates value to stakeholders, and de-risks future investment.
A step-by-step plan for transforming your validated proof of concept or MVP into a full-scale, production-ready solution. The roadmap specifies timelines, resource requirements, and risk mitigation strategies to ensure a smooth rollout.
Automation opportunities are specific tasks, processes, or entire workflows within a business that can be performed by technology solutions (think RPA, AI agents, and Gen AI) instead of humans. Typically, these are mundane, manual, time-consuming, or error-prone tasks like data entry, report generation, or customer service routing.
Identifying process automation opportunities involves a systematic analysis of standalone tasks and entire workflows. This is usually accomplished through an automation opportunity assessment, which entails interviewing stakeholders, mapping workflows, analyzing task frequency and duration, and identifying bottlenecks, high error rates, and high operational costs.
An automation opportunity assessment is a structured service at the intersection of business analysis and R&D. The service aims to evaluate a company’s internal processes to identify and prioritize the best candidates for automation. A team of automation experts analyzes workflows for inefficiencies and calculates the potential ROI of automating them, resulting in a strategic roadmap and, in many cases, a proof of concept or an MVP.
Common examples include automating invoice processing in finance, triaging support tickets in customer service, managing inventory in logistics, onboarding new employees in HR, and creating regular performance reports for management.
Automation opportunities assessment in technology companies often starts with identifying high-impact use cases. The next step includes creating a proof of concept or an MVP to validate the chosen technology (e.g., RPA, AI agent) and prove ROI. Successful experiments are then scaled into full-scale solutions and merged with existing IT systems, often guided by a center of excellence (CoE) to ensure best practices.
The biggest benefits? Lower operational costs, faster and more efficient processes, greater accuracy with fewer errors, and happier employees no longer stuck with repetitive tasks. You also get more value from your data to support smarter decisions. And the best part—an expert-led automation opportunity assessment can help you unlock all of this.
Business process automation (BPA) is a broad term for using technology to execute a task or process. Robotic process automation (RPA) is a specific type of process automation that uses software “bots” to mimic human actions to execute rule-based, repetitive tasks within user interfaces (e.g., clicking, copying, and pasting). AI-powered intelligent process automation (IPA) can handle more complex, non-standardized tasks. For more information, check out our IPA vs. RPA vs. BPA guide.
Opportunities are evaluated using several criteria:
Key trends include hyperautomation (combining AI, RPA, and other technologies to automate as much as possible), the rise of generative AI for automating creative and communication tasks, the development of sophisticated agentic systems that can manage complex, multi-step workflows autonomously, and a greater focus on low-code/no-code automation platforms.
Common automation opportunity assessment challenges include a lack of visibility into end-to-end processes, employee resistance to change due to job loss fears, difficulty calculating a clear ROI for complex projects, and prioritizing dozens of potential opportunities in the absence of a structured framework. These issues can be resolved with dependable automation opportunity assessment services.
Tell us about your challenges, and we’ll come up with a viable solution!
