Consulting · Starting at $1,500 · Implementation optional
Process Replacement Roadmap
A focused engagement for organizations evaluating whether a role, department task flow, or recurring process can be reduced, automated, AI-assisted, or redesigned. We produce a written roadmap with task-level recommendations, safeguards, and a staged rollout plan — so you can make a confident decision before you build anything.
What you get
- Detailed map of the role, flow, or process as it actually runs today
- Task-by-task recommendation: reduce, automate, AI-assist, redesign, or keep human
- Estimated labor and time impact, with assumptions stated
- Risk, data sensitivity, and human-oversight requirements
- Integration and tooling notes (systems, APIs, access)
- Staged rollout plan with a recommended pilot scope
- Optional implementation quote — only if you decide to proceed
Who this is for
Teams that already know which role, flow, or process they want to evaluate — and want a serious second opinion before committing budget or staff time.
A specific role
Evaluate the recurring administrative load attached to one role or seat.
A department task flow
Intake, triage, routing, approvals, reporting — end-to-end across a team.
A recurring process
Anything that repeats weekly or monthly with predictable inputs and outputs.
Nonprofits & lean teams
Organizations that need to scale impact without proportional headcount.
What the roadmap covers
Process mapping
We document the work as it actually happens — not as the org chart or SOP says it does.
Task classification
Each recurring task gets a recommendation: reduce, automate, AI-assist, redesign, or keep human.
Labor & time impact
Estimated hours reclaimed per cycle, with assumptions stated so you can pressure-test them.
Risk & data review
Privacy, access, sensitive-data handling, and where human oversight is non-negotiable.
Integration plan
Tools, APIs, and data flows needed for a realistic rollout — including known gaps.
Change & staffing notes
How to roll this out without surprising or alienating the people doing the work.
What you receive
A written deliverable you can share internally with leadership, finance, IT, and the team whose work is being evaluated.
- Process map of the current state
- Task-level recommendations with rationale
- Labor & time impact estimates with assumptions
- Risk, data, and oversight requirements
- Integration and tooling requirements
- Recommended pilot scope and success criteria
- Staged 30 / 60 / 90-day rollout plan
- Explicit 'do not pursue' notes where relevant
Safeguards built in
We use the phrase "process replacement" deliberately and narrowly. The work targets repetitive processes and administrative drag — not indiscriminate workforce cuts.
- Human-in-the-loop is the default for any customer-facing or sensitive output.
- We flag tasks that should stay human — judgment, trust, regulated decisions.
- Data handling and access are reviewed before any tooling is recommended.
- We recommend involving the staff doing the work early in the process.
- No specific savings, revenue, or workforce outcomes are guaranteed.
- This is not legal, financial, medical, or tax advice.
- You remain responsible for reviewing AI output and final decisions.
How the engagement works
Free 20-min Fit Review
We confirm the role, flow, or process is a good candidate before you pay anything.
Interviews & shadowing
Short interviews with the people doing the work, plus review of artifacts and systems.
Analysis & classification
Tasks are mapped and classified: reduce, automate, AI-assist, redesign, or keep human.
Roadmap delivery
Written roadmap, walkthrough call, and an optional implementation quote for the pilot.
Pricing
Fixed starting price. We confirm scope and final fee on the free Fit Review before any invoice is issued.
Single role or recurring process
One role, one recurring process, or one well-bounded task flow.
- Process map and task classification
- Labor & time impact estimates
- Staged rollout plan
- Walkthrough call
Department or multi-process
A whole department's task flow, or several connected processes scoped together.
- Cross-functional process mapping
- Multiple roles and handoffs reviewed
- Risk, data, and integration deep-dive
- Phased rollout with prioritized pilots
Implementation is optional. You're never required to build with us. If you do want a pilot built, we'll provide a separate fixed-price quote — see Implementation.
FAQ
Ready to map a process for replacement?
Starts at $1,500. Written roadmap, safeguards, and staged rollout plan. Implementation always optional.
A name, email, and one sentence is enough.
Plain-English fit review. No deck, no pitch.
Walk away with notes, or scope an assessment.
No specific savings, revenue, or workforce outcomes are guaranteed. Not legal, financial, medical, or tax advice.