SCAN — Process Discovery & Assessment

Isolate high-value candidate workflows across your organization before writing a single line of code or purchasing bot licenses.

Primary Objective

Uncover & Map Hidden ROI Bottlenecks

Typical Duration

1 to 2 Weeks

Core Stakeholders

Process Owners, Operations Lead, Solution Architect

Overview & Objectives

The SCAN phase prevents companies from falling into the trap of automating inefficient or broken processes. By analyzing employee tasks, high-volume queues, and transactional logs, we evaluate candidate workflows against technical suitability and strategic value.

Rather than relying on vague estimates, we perform structured task-shadowing and data audits to quantify exact manual effort, error frequencies, and SLA compliance risks.

Key Execution Steps

Operator Shadowing & Workflow Mapping: Conduct structured interviews with frontline staff to record micro-steps, system switches, and manual copy-paste actions.
Data & System Analysis: Audit structured input files (Excel, CSV, SQL, web forms) and evaluate target interface accessibility (SAP, Citrix, web portals).
Decision Rules Categorization: Map rules as either deterministic (exact logic suited for RPA) or probabilistic (requires LLM/Agentic AI processing).

Architect Gate Check

Processes with unstable underlying application interfaces or undocumented business logic are flagged immediately before moving to technical validation.

Stage Deliverables

Every SCAN engagement delivers clean, executive-ready documentation that maps out your exact opportunity landscape:

Process Opportunity Catalog: Ranked list of candidate processes prioritized by ease of implementation and financial impact.
Process Signal Matrix: Detailed breakdown of manual FTE hours consumed, current exception rates, and target automation capability (RPA vs. Agentic AI).