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NordSkift

Automation assessment

Identify which tasks to automate first and get a clear basis for deciding before investing in a solution.

The problem

Many businesses can see where time is being lost, but lack a clear view of which tasks are suitable for automation, which systems can be connected and where human oversight is still needed.

Typical manual tasks

  • Copying information between systems
  • Creating and assigning tasks manually
  • Repeated status checks and follow-up

Workflow

How these tasks can be completed with less manual work.

Before

  1. 1Time-consuming tasks are discussed but not measured or prioritised
  2. 2Each team describes the workflow differently
  3. 3System limitations are discovered only after development begins

After

  1. 1The workflow is documented from start to finish
  2. 2Tasks are assessed by frequency, risk and potential benefit
  3. 3Systems, access and exceptions are clarified before anything is built

Start with the workflow, not the technology

A good assessment follows a task from the moment it arises until it is complete. We look at who does what, which information is used, where information is copied and which exceptions require a decision.

The assessment suits businesses that know administration takes too much time but want to avoid automating the wrong process or building a solution without a clear benefit.

What NordSkift delivers

  • a clear description of the current workflow
  • an overview of systems, data sources and required access
  • an overview of waiting time, risk of errors and duplicate registration
  • an assessment of what can be automated and what should remain manual
  • a prioritised proposal for one or more next steps
  • clear assumptions, limitations and tasks that require human review

How the assessment works

  1. Scope: We select one specific workflow and define the desired improvement.
  2. Review: We follow the process step by step with the people who carry it out.
  3. System assessment: We examine whether the systems can be connected, whether the information is reliable, who is responsible and which security requirements apply.
  4. Exceptions: We identify missing data, deviations and situations that require approval.
  5. Priorities: You receive a recommendation with a clear scope and a realistic next step.

What you receive

You receive a written overview that can be used before commissioning further development. The assessment may also show that a task should not be automated yet, for example because the workflow is unclear or the information is not reliable enough.

Common questions

Do we need to share access to every system during the assessment?

No. We start by understanding how the systems are used and only request access when it is necessary. Any technical access is agreed specifically and limited to the task.

Can the assessment stand on its own?

Yes. You are not required to commission further development from NordSkift.

How many processes should be assessed at the same time?

It is usually most useful to start with one clear, recurring process. More processes can be considered once we have a better view of the information, responsibilities and priorities.

Next step

Find out what you can automate first.

Describe one recurring task and the systems you use. We assess whether it can be automated, what must be reviewed and what the next step should be.

Find out what you can automate