What is a full process overhaul and how does it differ from a single automation sprint?

A Process Overhaul is an end-to-end transformation engagement. It starts with a comprehensive audit of your entire operations — mapping all workflows, identifying every bottleneck, and building a prioritised automation roadmap. I then automate multiple workflows in sequence over 8–12 weeks, with full deployment, documentation, team training, and 90 days of priority support included. An Automation Sprint focuses on one workflow. A Process Overhaul transforms the department.

How much does a full operations automation engagement cost?

Process Overhaul engagements start from $10,000. The exact investment depends on the number of workflows identified, their complexity, and the tools involved. Every engagement begins with a scoping call where I assess your operations and give you a fixed-price proposal before any work begins. Engagements are designed to recover the cost within 3–6 months from time savings alone.

What does the 90-day priority support period include?

The 90-day support period covers everything post-deployment: bug fixes and edge case handling, adjustments as your processes evolve, performance monitoring, user questions, and minor enhancements. Priority response SLA means issues are addressed within one business day. It's designed to ensure automations run reliably in production — not just in testing.

Which business processes can be automated in a full overhaul engagement?

Any repeatable, rule-based workflow is a candidate. Common targets include: financial reporting and reconciliation, invoice processing and approval workflows, data extraction and transformation, cross-system data synchronisation, compliance checklists, client onboarding, KPI dashboard generation, and month-end close processes. During the audit phase, I identify your highest-value automation candidates and rank them by ROI so I tackle the biggest time drains first.

Process Overhaul: Full Operations Automation

12+

Bottlenecks uncovered on average per engagement

5→1

Days to close month-end — typical result

3→1

Headcount needed for weekly reporting

90 days

Priority support window post-deployment

How the Process Overhaul Works

Phase 1 · Weeks 1–2

Operations audit

I map every significant workflow across your team — interviews, process walkthroughs, tool reviews. You get a prioritised bottleneck register ranked by impact and automation feasibility.

Phase 2 · Weeks 3–4

Automation roadmap

A sequenced plan for which workflows to automate, in which order, with which tools — balanced between quick wins and longer-term structural improvements.

Phase 3 · Weeks 5–10

Multi-workflow build

I build and deploy multiple automations in parallel — reporting pipelines, reconciliation flows, approval chains, data validations. Each with full error handling and logging.

Phase 4 · Week 11

Training & handover

Comprehensive documentation for every automation, plus team training so your people understand what runs, when, and what to do when something needs attention.

Phase 5 · Days 1–90

Priority support window

90 days of priority access for adjustments, edge cases, and any new requirements that surface once the automations are running in the real world at full volume.

Ongoing

Optional Ongoing Partnership

After the overhaul, many clients move to the monthly Ongoing Partnership — a dedicated retainer for continuous optimisation as your business evolves. No obligation; it's there when you need it.

✓ Dedicated monthly automation hours
✓ New builds & enhancements
✓ Maintenance & monitoring
✓ Priority response SLA
✓ Monthly progress reports

$3,000/month

What's Included

Full operations audit across all major workflows
Prioritised bottleneck register with impact scores
Multi-workflow automation build
Custom automation roadmap
Error handling, logging & alerting on all builds
Full deployment to your environment
Documentation for every automation
Team training sessions
90 days priority support post-launch
Source code ownership — everything is yours

📌 Example: Alteryx month-end close

A finance team was spending 5 full business days every month manually consolidating data from 4 departments. An Alteryx pipeline reduced this to under 24 hours — and the process audit uncovered 12 additional bottlenecks that hadn't been flagged.
Illustrative scenario based on patterns from enterprise automation work.

From $10,000

per engagement · scoped per project

Full operations audit
Multi-workflow automation build
Prioritised automation roadmap
Full deployment & team training
90 days priority support
Complete documentation & source code

Let's Talk Scope

Ongoing Partnership

After the overhaul is done, keep the momentum going. A monthly retainer that continuously expands your automation estate — new workflows, changing requirements, and ongoing optimisation handled every cycle.

Month 1

Onboarding & baseline

We map all existing automations, review performance benchmarks, and set the priority list for the first sprint. You get full visibility into what's running and what's next.

Weeks 1–2 (monthly)

Planning & scoping

At the start of each month we review what's changed — new tools, new bottlenecks, growing data volumes. You set the priorities; I scope the effort and confirm what's deliverable this cycle.

Weeks 2–3 (monthly)

Build & deploy

New automations built, existing ones enhanced or debugged. Every change is tested end-to-end before deployment so nothing breaks in production.

Week 4 (monthly)

Reporting & review

Monthly report delivered: what was built, cumulative hours recovered, issues resolved, and a proposed roadmap for next month. Full transparency, every cycle.

Quarterly

Strategic review

Every quarter, a deeper review of the full automation estate. We identify rebuild candidates, assess ROI, and plan the next quarter's priorities to keep your operations ahead of growth.

Always on

Live monitoring & support

All automations monitored continuously. Priority response to failures, edge cases, or urgent new requirements — no waiting, no ticket queues.

🤝 How it works in practice

Many teams start with a sprint or overhaul, then move to the retainer once they see the value. There's no minimum term — you can cancel anytime. The retainer is designed for teams that want to keep automating beyond the initial engagement, not just maintain what already exists.