Know what to automate and where to start.
We review how your team works and the information and software it uses. You get a clear plan for reducing manual work, fixing unreliable information and deciding where automation or AI could help.
Start with a free 30-minute call. The full assessment is a separate paid service, with the price agreed before work starts.
For growing businesses spending too much time copying, checking and chasing information.
Leave with a clear plan.
Two to three weeks, at a fixed price agreed before we start.
What is slowing work down
A clear picture of how work gets done, where people repeat manual steps, and which information is missing or unreliable.
Which improvements matter most
A list of improvements in order of priority, based on likely benefit, effort and risk. Some may need a simpler process rather than new software.
What to do next
A written plan with estimated time and costs, what needs to happen first, who is responsible and how to check whether it worked.
Typical starting points: assembling finance reports, re-entering customer orders, or chasing approvals and updates.
You keep the written findings and action plan. Use them with your own team, with us or with another provider.
Book a free callFind your first automation opportunity.
Pick one task your team repeats. Answer six questions to see what to look at first.
About two minutes. No email required. Your answers stay in this browser.
A starting point for one task. The full assessment reviews the areas of your business we agree to cover.
Prefer to talk? Book a free callStart with one task.
Think about preparing a report, handling documents or passing work between people. We will suggest a practical first step.
You can go back and change any answer.
Your suggested starting point
A free 30-minute call to discuss your task and whether an assessment would help.
Why we suggest this and what to do next
What your answers tell us
What to measure
Checks before using this in daily work
This is a starting point, not a full assessment or an estimate of savings. We would need to review real examples to confirm what will work and what it will cost.
From your questions to a plan.
One senior specialist leads your project from start to finish.
- 1
Agree the priorities
We start with your goals and the tasks that take too much time, then agree what the assessment will cover.
- 2
Review the real work
We speak with your team, review sample information and check what your software can support.
- 3
Decide what comes next
We explain the findings and agree which improvements are worth making, what needs preparation and what can wait.
Things people ask before the first call.
Is our data safe?
Before work begins, we agree where data will be processed and stored, which tools may receive it, and who has access. We use access you grant and can revoke, review the selected tools’ data-use settings and terms, and document any additional processing or retention required by the workflow.
Do we need to replace our software?
We start by reviewing the software you already use and its connection options. If a system limits what is possible, we explain the constraint and compare the practical alternatives before proposing a change.
What happens when an automation breaks?
We agree monitoring, alerts and recovery steps for each workflow. Depending on the action, a failure may pause processing, enter a review queue or require a correction. Under a support agreement, investigation and fixes follow the covered scope and agreed response times.
How do we work together day to day?
We work remotely through the tools you already use for calls and messages, with a named lead you can contact directly. We agree working-hour overlap and response expectations before starting. Contracts and invoicing run through our US entity.
Why not just use ChatGPT or Copilot ourselves?
Those tools can help with individual tasks and may already provide useful automation features. Our work is to select and configure the appropriate tools, connect the required information, test real cases, and establish the approvals, monitoring and ownership the workflow needs.
How much does it cost?
Each stage has a fixed price and defined deliverables agreed before it starts. Ongoing support is priced separately. The free audit call helps identify a sensible starting point; a scoped proposal sets out costs, assumptions and dependencies.
How fast can we see results?
Allow two to three weeks for an assessment and typically four to eight more weeks for a first workflow. Timing depends on scope, access to systems, sample data and decisions from your team. We confirm the schedule and dependencies before starting.
Book a free 30-minute call.
Tell us where manual work or unreliable data slows your business down. We will help you decide whether an assessment is a useful next step.
- Discuss the task or business problem.
- Explain what we would need to look at.
- Decide whether a full assessment would help.
No preparation needed. You do not need technical knowledge or a project brief. If we can help, we send a proposal explaining the work and its price.
Book a free callPrefer email? info@fieldworkanalytics.com