Most companies know they need AI.

They just do not know where to start.

Automation Mining exists for companies that want clarity before they build.

It is a structured, six-week process that identifies where AI and automation will create real ROI, prioritizes initiatives, and produces a build-ready roadmap.

It’s really not an AI program. It’s more of a process program. Our goal is to find quick-win AI opportunities in your organization, but we really need to understand your processes, pain points, and technologies before any software can get written.

Who Automation Mining Is For

Automation Mining is designed for:

1. Companies that know AI matters but do not know where to begin
2. Companies looking for quick-win automation opportunities
3. Companies wanting to transform and automate existing operations
4. Leadership teams that want a multi-year AI roadmap

Who It Is Not For

Companies in business fewer than three years

1. Companies currently implementing a new system of record such as ERP or CRM
2. Companies trying to build a brand-new SaaS product from scratch
3. Automation Mining is about optimizing and automating existing operations, not replacing your core systems or launching new products.

The 6-Week Automation Mining Timeline

The engagement follows a defined six-week structure.

Each week builds on the previous one.

Week 1: Questionnaire and Prework

Participants: Leadership and functional leads

The engagement begins with structured prework.

The goals:

1. Understand high-level business objectives
2. Introduce AI in the context of capabilities
3. Align the team around the methodology
4. Surface perceived bottlenecks

This step separates individual frustrations from systemic process problems.

In Automation Mining, we focus on systemic issues.

Week 2: Kickoff and Bottleneck Validation

Participants: Leadership and steering group

Prework is analyzed and validated.

The team aligns on:

1. Priority process-level problems
2. True bottlenecks
3. Error-prone workflows
4. Required workshops
5. Process owners and subject matter experts

The outcome is a clear map of which operational areas require deep evaluation.

Weeks 3–4: Process Workshops

Participants: Process owners and associated team members

These workshops are 60–90 minute deep dives into priority workflows.

Each session maps:

1. Capabilities
2. Current process
3. Bottlenecks
4. Accuracy issues
5. Systems involved
6. Supporting data flows

The goal is not brainstorming AI tools.

The goal is understanding how work actually gets done today and what the future state should look like.

Deliverable at this stage:

Documented and validated workflows that form the foundation of the roadmap.

If you never do any AI, you leave with documented SOPs and process improvements that can save time before new technology even enters the picture.

Week 4–5: Opportunity Compilation and Scorecard Prioritization

All identified AI opportunities are compiled and scored using a defined framework

Each initiative is evaluated across:

1. Strategic alignment
2. Cost reduction or revenue expansion
3. Risk and complexity
4. Operational effectiveness
5. Stakeholder impact
6. Time to value
7. Market demand
8. Innovation and competitive advantage
9. Cost-benefit

This creates objective prioritization instead of opinion-driven selection.

Week 5: Opportunity Focus

The long list is narrowed to one to four initiatives with the highest enterprise impact.

This prevents dilution.

Instead of ten ideas with 1/10 the commitment, you’ll leave with a focused plan.

Week 6: AI Roadmap Finalization and Handoff

Participants: Leadership and steering group

The final deliverables include:

1. Complete AI roadmap
2. Findings and documentation from workshops
3. Prioritized initiatives
4. Change management plan
5. Statements of Work for each proposed AI project

At this point, you’ll have everything required to move directly into execution.

What You Leave With

You’ll receive:

1. Business analysis and observations for every process we look at
2. Prioritization scorecard
3. High-level documentation for implementation
4. Budget ranges
5. ROI models
6. Defined next steps

Our goal is for you to improve your processes in real time, then feel comfortable automating them.

For most companies, the roadmap generated in Automation Mining is an AI roadmap for the next 2-3 years.

What Happens After Automation Mining

After roadmap completion, implementation can proceed. We only start with one project.

A full development team can execute the prioritized projects across the software lifecycle, host solutions, and provide ongoing support

Or the roadmap can be executed internally.

Automation Mining de-risks both paths.

Why This Structure Works

Automation projects fail when teams:

1. Start with tools
2. Skip process mapping
3. Automate partial workflows
4. Fail to define inputs and outputs
5. Underestimate change management

Automation Mining eliminates those failure modes by forcing clarity before code.

1. It replaces experimentation with sequencing.
2. It replaces hype with ROI modeling.

Common Outcomes

1. Based on case examples from prior engagements
2. Hundreds to thousands of labor hours saved
3. Error reduction and accuracy improvement
4. Massive speed gains in document-heavy workflows
5. Elimination of bottlenecks
6. Increased operational capacity without additional headcount
7. The engagement does not promise breakthrough AI research.
8. It delivers operational leverage.

If This Sounds Like Your Situation

Automation Mining is the right starting point if:

1. AI feels urgent but directionless
2. Operations are bottlenecked
3. Teams are overloaded
4. You want quick wins and long-term infrastructure

If you think this might be the right next step for you, visit our Contact Page to book a call.