AI Assessment
A clear picture of what's automatable, before you commit to anything.
We map your workflows, put a cost on the manual work and hand you a prioritised roadmap you keep either way.
What it is
A diagnostic, not a sales pitch.
A structured review of your workflows, typically over one to two weeks, that ends in a prioritised automation roadmap: which manual work is worth automating, what it costs today, and in what order to fix it. The roadmap is yours, whoever builds it.
What you get
Six concrete deliverables.
01
Workflow mapping
Key processes documented end to end, including where they break down.
02
Automation opportunity scoring
Every workflow scored on potential, ROI and complexity.
03
ROI estimate
Hours saved, cost reduction and realistic payback, with the method behind each figure stated.
04
Prioritised roadmap
A phased plan with three tiered implementation options, from the smallest sensible build to the most comprehensive.
05
Risk assessment
Compliance, security and implementation concerns flagged up front, for the regulatory context you operate in.
06
Tech-stack recommendation
The tooling that fits your environment, from custom code to workflow platforms.
How it works
Four steps from first call to roadmap.
- Step 01
Intro call
30 min
A short call about your business, your team and where the pain is.
- Step 02
Workflow deep-dive
1–2 sessions
Hands-on review of your core processes as they actually run.
- Step 03
Analysis & scoring
Internal
Every workflow scored against our criteria, with the ROI estimated.
- Step 04
Roadmap delivery
Presented
A report and live walkthrough, with three tiered implementation options.
Who this is for
Swiss financial companies with manual work they suspect is automatable.
- Swiss financial companies of any size, FINMA-regulated or not.
- Teams with manual work they suspect is automatable, but no clear place to start.
- Leaders who want the cost and payback numbers before committing budget.
- Organisations that want a roadmap they own, whoever builds it.
For regulated institutions, every recommendation is also assessed for compliance, security and data residency.
Scope & timing
Scoped to your operation.
Typically one to two weeks, with a larger scope on request. Already know your bottleneck? Start with reporting automation instead.
FAQ
The AI Assessment, answered
What is the AI Assessment?
A structured review of your company's workflows that produces a prioritised automation roadmap: which manual work is worth automating, what it costs you today, and in what order to fix it. Know your bottleneck already? Start with reporting automation. Not sure where to start? Start here.
Do we have to commit to a build afterwards?
No. The assessment stands on its own. You leave with a roadmap you own and can act on with us or with anyone else. Most clients continue into a build because the priorities are then obvious, but there is no obligation.
How long does the assessment take?
Typically one to two weeks, depending on the number and complexity of the workflows we review; a larger scope is possible on request. The intro call takes 30 minutes.
What do we receive at the end?
A report and a live walkthrough: workflow maps, opportunity scoring, ROI estimates, a prioritised roadmap with three tiered implementation options (from the smallest sensible build to the most comprehensive), a risk assessment and a tech-stack recommendation. You keep all of it.
Is it suitable for a regulated institution?
Yes, whether FINMA supervises you or not. Every recommendation is assessed for compliance, security and data residency, and the risk assessment flags those concerns explicitly.