Published Jul 2, 2026
Most businesses know AI can help them, but not *where* to start. The AI Automation Opportunity Assessment answers that with evidence, not opinion. This is the exact methodology we use, and a sample of what you receive.
── WHY AN ASSESSMENT FIRST ──
Automating the wrong workflow is expensive: you pay to build something that saves little, and you lose trust in AI internally. The assessment de-risks that. In 2–3 weeks we produce a prioritized, costed roadmap so your first automation pays for itself and builds momentum for the rest.
── THE FOUR PHASES ──
1. DISCOVERY (Week 1)
• Stakeholder interviews across each function (sales, finance, support, ops).
• Systems inventory: CRM, accounting, helpdesk, docs, spreadsheets, email/chat.
• Time-and-motion capture: where do hours actually go?
Output: a validated map of 40–60 candidate workflows.
2. SCORING (Week 1–2)
Each candidate is scored on five axes:
• Volume — how often it happens.
• Time cost — loaded hours consumed per month.
• Automatability — how much can be safely automated (rules vs. judgment).
• Data readiness — is the input structured and accessible?
• Risk — error and compliance sensitivity.
We combine these into an ROI score and an effort estimate.
3. PRIORITIZATION (Week 2)
Workflows are plotted on an impact-vs-effort matrix. The output is three tiers:
• Quick wins — high impact, low effort. Build these first.
• Strategic bets — high impact, higher effort. Sequence deliberately.
• Park — low impact. Documented but not recommended now.
4. ROADMAP (Week 3)
For the top 8–12 workflows we deliver: scope, integration list, expected
monthly savings, build cost, monthly run cost, payback period, and a
month-by-month implementation plan with owners.
── SAMPLE FINDINGS (illustrative) ──
A 40-person professional-services firm, assessed across sales, finance, and support:
• 47 candidate workflows identified; 11 recommended for automation.
• Estimated 320 hours/month of recoverable labor across the top 11.
• Top quick win — invoice + AP processing: ~55 hrs/mo recovered, ~$4,500 setup,
~$800/mo run, payback in ~2 months.
• Strategic bet — support ticket triage + drafting: ~90 hrs/mo recovered,
higher setup, payback in ~4 months, plus faster response times.
• Year-one net value across the roadmap (illustrative): $180k–$240k.
── WHAT YOU RECEIVE ──
• A written report (findings, scoring, matrix, roadmap).
• A workflow register spreadsheet you keep.
• An executive readout to align leadership.
• Optional: a fixed quote to implement the quick wins.
Engagements are typically $5,000–$20,000 depending on company size and scope. The assessment stands alone — you own the roadmap whether or not Webb builds it.
Want your own assessment? Book a scoping call and we'll confirm scope and price.