Executive Briefing • 1-Hour Session
Business Value Assessment: Quantify Your Automation ROI in 60 Minutes
In a single session, we align on your biggest cost drivers, surface automation opportunities, and provide a data-backed model to support transformation decisions—delivered in language your CFO will appreciate.
How Our Business Value Assessment (BVA) Maps ROI to Action
Our Business Value Assessment equips your team with the clarity and insights needed to prioritize what matters most. Using our proven ROI vs. complexity framework, we help you visualize where to focus—uncovering quick wins, high-impact automation opportunities, and areas to avoid. This approach ensures you get a clear, data-backed foundation for process optimization, whether you’re already using the Power Platform or just exploring what’s possible.
Outcomes of the Assessment
Executive Summary & Strategic Insights
Receive a polished executive summary that captures the key business challenges, opportunity areas, and estimated ROI. This deck-style readout is designed for leadership teams—built to spark alignment, accelerate buy-in, and frame your next steps in the language of outcomes, not just tech.
Data-driven clarity, tailored to your ops.
We deliver a dynamic model that quantifies the cost of inefficiencies and outlines the expected return on investment across automation scenarios. You’ll see savings projections, resource shifts, and breakeven timelines—calculated using your org’s metrics and easily adapted for future planning.
From insights to initiative-ready steps.
Walk away with a pragmatic, prioritized roadmap that connects strategic goals to concrete automation or optimization projects. This roadmap accounts for business impact, technical feasibility, and delivery velocity—enabling you to start smart and scale with confidence.
Preview Your Potential Time & Cost Savings
Use this simple calculator to estimate the weekly and annual value of automating a single business process. It’s a fast way to preview potential savings before diving deeper with our Business Value Assessment workshop.
Request Your Assessment and Discover Your Automation ROI
Use the calculator above to preview potential ROI—then fill out the form to schedule your Business Value Assessment. We'll follow up within one business day to confirm availability and share an NDA if needed.
Common Questions About Our Assessment
Do I need to be using the Power Platform or Dynamics 365 to benefit from this assessment?
No. This assessment is platform-agnostic and focused on uncovering automation or process improvement opportunities—regardless of your current tech stack. We often run sessions for organizations exploring Microsoft tools as well as those comparing platforms like Salesforce, NetSuite, or ServiceNow.
What roles should participate in the Business Value Assessment?
Ideally, the session includes a mix of operational and strategic stakeholders—such as team leads, process owners, and someone with visibility into the broader goals (e.g., transformation lead, director-level ops/IT). We’ll guide you on who to invite to get the most value from the hour.
What’s included in the deliverables?
You’ll receive a custom ROI model, an executive summary deck, and a prioritized roadmap of opportunities. These are yours to keep and can be shared internally or used to guide further decision-making—even if you don’t work with us afterward.
How long does the Business Value Assessment take?
The core session runs for 60 minutes. You’ll also have the option for a short follow-up (15–30 minutes) to review the outputs and clarify next steps if needed.
Is there a cost or commitment involved?
There’s no cost for this assessment. It’s part of how we add value upfront. You’ll leave with usable insights and tools either way—and there’s no pressure to engage further unless it makes sense for your team.
Request Your Business Value Assessment
