Opportunity Assessment
Automation Opportunity Assessment: Prioritise Value Before Choosing Tools
Most organisations have more automation ideas than implementation capacity. The challenge is deciding which opportunities are valuable, sufficiently standardised, technically feasible and safe to automate - and which processes should be redesigned first.
Contetra's assessment creates a structured portfolio of automation opportunities across functions, with a recommended sequence, business case, control requirements and proof-of-value candidates.
A practical automation roadmap based on process evidence - not a catalogue of AI features.
What we help you do
Process inventory and pain-point scan
Volume, effort, delays, errors, hand-offs, systems, controls and dependency on individual knowledge.
Opportunity scoring
Value, feasibility, data readiness, standardisation, risk, integration effort and change impact.
Solution options
Workflow, API integration, RPA, document processing, analytics, AI assistance or agentic automation.
Roadmap and governance
Priority waves, pilots, owners, architecture principles, benefit measures, controls and change governance.
How we work
Step 1Interview process owners and review representative work.
Step 2Quantify current effort, risk and performance.
Step 3Score opportunities and define target outcomes.
Step 4Select pilots and establish the implementation roadmap.
Choose the first automation with evidence
Assess processes across finance, sales, operations, marketing and projects before committing to a platform or enterprise programme.