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Cortaris

Service · 4 weeks

Workflow Assessment

Four weeks to find the workflow worth automating first, what it is worth, what it takes to build, and what it costs. Fixed price.

Request a strategy callSee the workflow assessment

01Why

The choice of the first workflow decides the programme

Most AI programmes fail before they start, by picking the wrong first workflow. Too small to matter. Too messy to build. Or owned by nobody in the business. The assessment makes that first decision on evidence: real volumes, real cycle times, real system access, a real owner.

02Typical triggers

When this service fits

  1. 01

    More than five AI ideas on the table and no agreement on the first one

  2. 02

    A pilot that impressed in the demo and stalled at integration

  3. 03

    Board or shareholder pressure to show an AI result this year

03Scope

What the assessment covers

  1. 01

    Workflow inventory across the areas you name

  2. 02

    Baseline per candidate: volumes, effort, cycle time

  3. 03

    Value and feasibility scoring

  4. 04

    Data, system and risk check for the top three

  5. 05

    Build scope for the first workflow, ready to quote

04Outcome

What is settled afterwards

  1. 01

    A first workflow chosen on evidence, not on enthusiasm

  2. 02

    A number behind it that finance accepts

  3. 03

    A fixed-price build scope you can commission right away

05Deliverables

What you receive

  1. 01

    Ranked shortlist of 10 to 20 workflow candidates with a value hypothesis each

  2. 02

    Baseline sheet for the top three: volumes, handling time, error and rework rates, systems touched

  3. 03

    Feasibility check per top candidate: data access, integration points, risk class, owner

  4. 04

    Recommended first workflow with reasoning, and the candidates we advise against

  5. 05

    Build scope for the first workflow: target flow, control points, integrations, team, timeline and fixed price

06Engagement model

How the engagement runs

  1. 01Week 1

    Inventory

    Kick-off with sponsor and workflow owners. Interviews, process walk-throughs, data pull for volumes and handling times.

  2. 02Weeks 2–3

    Scoring

    Value, feasibility and risk scoring. Deep dive on the top three with your IT and data owners.

  3. 03Week 4

    Decision

    Readout with the leadership team. Recommendation, build scope and fixed-price offer for the first workflow.

07Questions

Common questions

What does the assessment cost?
The assessment is a fixed price, quoted after a 30-minute call based on the number of business areas. The build scope for the first workflow is included.
How much of our people's time does it take?
Roughly one day per workflow owner across the four weeks, two half-days with the sponsor, and one working session with IT and data owners.
What if none of the workflows is worth it?
Then the readout says so, with numbers. You keep the inventory and the baselines. That is a legitimate result, and cheaper than a build that should not have started.
Do you need access to our systems?
Read access to volume and ticket data, and one working session with the people who own the systems. No integration work happens in the assessment.
Do we have to build with Cortaris afterwards?
No. The build scope is written so that your team or another partner could execute it. We attach a quote and you decide.
How do you work with our IT?
IT is in the room from the first week: architecture, access, security. We build in your tenant, in your repositories, with your identity and access setup. Nothing runs outside your control.
What has to be in place on our side?
An executive sponsor, a workflow owner with time, and access to data and systems. Where one of the three is missing, we say so before we start.
Where are you based and where do you work?
Cortaris is based in Germany and works on site and remote across Germany, Austria, Switzerland and the rest of Europe, in German or English.

08

Where to go next

Next step

Start with one workflow.

Bring the process that costs you the most time. In 30 minutes we tell you whether it is worth automating, roughly what it would take, and which step comes first.

Request a strategy callSee the workflow assessment