Process Audit

The Process Audit examines one process in your company in depth (tasks linked together, with decisions and special cases) before you hand it over to an AI agent: how it really runs, what it would bring you, and what taking it over would cost.

It is meant for a process that is complex because of its rules, its edge cases or its data, and for a company that wants to understand before committing. In one to two weeks for one or two processes, it gives you:

• the current state of the process;
• the business case;
• the scoping document, ready to build from;
• the quote for the Process Agent.

Its price follows the number of processes examined, with no upper limit, and is set after the free Scoping Meeting.

The Process Audit examines one or more independent processes; the Domain Audit examines at least two processes in the same business domain, which share the same rules, the same vocabulary and the same manager, together with the business rules that govern them.

• Process Audit: each process in depth, its business case, its scoping document and the quote for the Process Agent; in one to two weeks.
• Domain Audit: the inventory of the business rules, the processes ranked by value and feasibility, a roadmap, and the public funding application when a scheme can fund the project; in two to four weeks. Business Agents always start with the Domain Audit.

The free Scoping Meeting settles which of the two fits your need.

The scoping document, delivered by the Process Audit, describes your process precisely enough to move straight on to building its AI agent. It sets out:

• the triggers: what starts the process;
• the tasks and decisions, in order;
• the edge cases, including those that always stay with a person;
• the connections to your tools;
• the indicators that will measure the gain.

For example, for handling customer complaints: a complaint received by email or through the website form, 5 tasks and 2 decisions, 4 edge cases. The document belongs to you, and another provider can use it. The free Scoping Meeting only sets the scope: it does not write this document.

Yes: the Process Audit costs out what you would gain by having an AI agent take over your process, before any decision, with figures measured in your company rather than market averages. Its business case sets out:

• the time and money saved;
• the cost of having an agent take it over;
• the return on investment.

The audit also prepares the measurement of what follows: the indicator to track, where it stands today and how to measure it. If the agent is built, its gain is measured from that starting point. We recommend, you decide.

The Process Audit runs in three stages, over one to two weeks, from choosing the process to the price of what comes next:

• at the Scoping Meeting, which is free, we agree with you on the process and its number of tasks, which set the price from the proposal;
• on the ground, we interview the people who do the work, observe it, and examine your tools and your data;
• at the presentation, we give you the current state, the business case, the scoping document and the quote for the Process Agent.

On your side: the availability of the people who do the work, real examples of the process, difficult cases included, and a decision-maker who can settle questions.

After the Process Audit, you decide whether to hand your process over to a Process Agent, already knowing its exact price: the quote is delivered with the audit, and that price binds us.

If you order it, the agent is built from the scoping document, which is ready to build from: allow three weeks for one process, four to five for two, once access to your tools has been obtained. If the audit reveals that the process belongs to an entire business domain (a whole area of your business, such as purchasing), we tell you: the next step is then the Domain Audit, followed by Business Agents. We recommend, you decide.

Yes: the Process Audit examines one or more independent processes, with no upper limit, each one in depth, at a price known in advance. The rules:

• the price follows the number of processes: each additional process is added to the quote;
• a process with more than six tasks counts as two, for the audit as for the build;
• the processes are chosen and counted with you at the Scoping Meeting; another process spotted during the audit is flagged to you, and you decide whether to add it, as an additional process, or not;
• as soon as the processes share a business domain (same rules, same manager), it is the Domain Audit.