Systems and data map
A simple map of the tools, inboxes, spreadsheets, PDFs, CRMs, APIs, and handoffs involved in the process.
A focused workshop for teams with too many manual handoffs and no clear first automation. We map the work, rank the opportunities, and choose the first sprint.
No abstract strategy deck. You get a clear view of the systems, the manual work, the risks, and the first build.
A simple map of the tools, inboxes, spreadsheets, PDFs, CRMs, APIs, and handoffs involved in the process.
A ranked list of what is worth automating first, scored by business value, build effort, and risk.
A plain answer on where deterministic logic is enough, where AI helps, and where human review is required.
A clear first workflow to build, with inputs, outputs, systems, review points, and expected delivery path.
The workshop is for companies that know manual work is slowing them down, but need a senior builder to choose the safest and highest-value starting point.
After the roadmap, you can build internally, give it to your IT partner, or scope an implementation sprint with me.
Book a roadmap workshop