Automation Assessment

Step 1: Business Information

Industry Sector

Company Size

Which processes take up most of your time?

Data Entry & Processing Document Management Report Generation Customer Service Inventory Management

Current Technology Stack

Microsoft Excel ERP System CRM Software Custom Software

What are your biggest challenges?

Time-consuming manual processes Human errors in data entry Lack of system integration Inefficient reporting Difficulty scaling operations

Primary Automation Goals

Increase operational efficiency Reduce costs Improve accuracy Scale operations

Preferred Timeline

Budget Range