Is this process fit to be automated?
A bad process doesn't become a good process because AI can execute it faster. The Automation Fitness Review™ evaluates the work before the technology, and gives you one answer you can defend.
- FIT
- CONDITIONALLY FIT
- NOT FIT
- Scope
- One process
- Timeline
- 2–3 weeks
- Outcome
- One verdict
Request a review
Start with one process. You don't need a fully formed AI strategy.
We will contact you by email to scope the review. Prefer to talk first? Book a 30-minute call or call 713-936-9339.
Buy through the Texas Department of Information Resources (DIR) or the TIPS Cooperative Purchasing Program.
Which of these sounds like you?
Once the contract is signed, the process you automate is the process you're stuck with.
What the review gives youAn independent read on whether the process, and the proposal, are ready before funds are committed.
Request a proposal reviewA green status tells you it ran. Not that it was right.
What the review answers, and what you receive.
Four questions to settle before you automate. Each answer comes to you in writing.
We examine the work on evidence, and the weakest point decides. One gap is enough to stop a rollout.
- Is this process ready to automate?A clear verdictOne of three verdicts, with the evidence behind it documented.
- What should automation be allowed to decide?Scope of Authority assessmentDefined boundaries for what automation may do on its own, what requires approval, and when it must stop or escalate.
- How will you know when it gets it wrong?Silent Failure AnalysisAn assessment of where errors could go unnoticed, with recommended checks, response owners and escalation triggers.
- What has to change before you start?What to fix firstA practical order for what needs to change before automation moves forward, if anything.
Two to three weeks, kickoff to findings
Complex environments are scoped as an Extended Automation Fitness Review.- Step 1 Stakeholder discovery
- Step 2 Workflow analysis
- Step 3 Opportunity identification
- Step 4 Findings
A public agency automating incoming service requests
On paper it looked straightforward: receive the request, decide where it belongs, route it. Underneath, the employee handling requests had been making judgment calls for years. Her exceptions weren't written down, nobody was accountable for a misrouted request, and the data feeding the automation wasn't consistently accurate.
The process looked automatable. It wasn't ready.
Six months of straightforward work may well change the verdict to FIT.
Questions buyers ask first
How long does the review take?
A standard Automation Fitness Review runs two to three weeks from kickoff to findings. Complex environments with multiple interconnected workflows, more stakeholder groups or broader objectives are scoped as an Extended Automation Fitness Review.
Can you review a vendor's proposal instead?
Yes. The Vendor Proposal Review is an independent assessment of a proposed automation, integration or AI-enabled solution before you commit funds, covering scope, architecture, assumptions, implementation risk, maintainability, and whether the approach matches your operating needs.
Is this an organization-wide maturity score?
No. Readiness is a condition of the work, not a grade for the organization. A company can be ready to automate one process and unprepared to automate the one next to it, so we evaluate one process at a time.
Can we buy through a contract vehicle?
Yes. CorporateLounge is available through the Texas Department of Information Resources (DIR) and the TIPS Cooperative Purchasing Program.
Start with one process.
If an automation or AI vendor proposal is already sitting on your desk, start there.