Building an automation roadmap
Turn activity data into bucketed opportunities with the effort behind each one computed.
— Operations & Process
Maps team or function activities to automation potential, computing addressable effort and bucketing opportunities into a prioritised roadmap.
2–3 weeks → ~40 minutes
For a full population, not a sample
No coding required
— USE CASES
Turn activity data into bucketed opportunities with the effort behind each one computed.
Quantify the addressable effort before committing to an automation programme.
Assess a specific team's activities in their own operating context.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Assessment happens against criteria you control and weight, so the same standard applies on every run.
Results are placed into defined bands, so thresholds decide the outcome instead of individual interpretation.
The figures are computed by formula in the run, so the arithmetic is identical every time and can be checked.
Content is pulled into the same field structure every time, so records from different sources stay comparable.
Current external sources are researched during the run rather than recalled from training data, and the sources travel with the output.
The same analysis is executed per item across the whole population, not on a sample.
In operations & process work, automation opportunity map is one of those tasks that looks straightforward until you are three documents deep and the details stop agreeing with each other. Building an automation roadmap is the typical trigger — turn activity data into bucketed opportunities with the effort behind each one computed. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 2–3 weeks of manual work.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces bucketed automation opportunities with computed effort plus a prioritised opportunity map. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. In effect, 2–3 weeks of senior time compresses into ~40 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
Automation opportunity map exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Control failure → incident RCA pattern engine
Joins control test results to incident logs by process to show where control failures are actually producing incidents, grouped by systemic weakness with residual risk quantified.
Process diagnostic
Inventories every process step with its owner, system, effort and wait time, tests each against bottleneck, duplication, handoff and control-gap lenses, and returns a prioritised 30/60/90 improvement backlog.
Process mapping
Turns interview notes, SOPs or transcripts into a structured current-state map with roles, activities, decisions, systems and handoffs, plus the validation questions for the process owner.