Home / Services / Process Automation Consulting
We identify the processes with the greatest economic leverage, assess effort, risk and technical feasibility, and develop a prioritised automation roadmap. So you know before implementation what will pay off - and what will not.
02 - Scope of services
Automation consulting creates a solid basis for decision-making before any technical implementation. To that end we analyse workflows, systems, data and responsibilities, evaluate potential automation candidates and calculate the economic benefit. The result is not a generic digital strategy but a concrete plan: which processes should be automated first, which technology is suitable, which dependencies exist and when the investment is expected to pay off.
01
We capture your workflows as they really run: in conversations with the people who do the work. Systems, data, handovers, exceptions - in the end, an honest as-is picture is on the table.
02
Every process is assessed against the same criteria: volume, time spent, standardisation, data quality, risk, integration effort. The result is a comparable ranking - instead of gut feeling.
03
For the best candidates we weigh benefit against cost: expected savings, one-off effort, running costs, risks. All assumptions are stated in the document - you decide based on numbers.
04
The result: a prioritised sequence based on benefit, effort and dependencies - with a clear recommendation for the first pilot process. Documented vendor-neutrally, the roadmap belongs to you.
03 - Suitability
If a workflow is unclear, unstable or full of exceptions, it is often simplified first. That is why we distinguish: directly automatable, automatable with preparatory work - or not economically viable.
Check suitability in an initial consultationrecurring volume with high manual processing time
digital inputs and clear target outcomes
transparent rules and stable workflows
high error rates or idle times with noticeable follow-up costs
rare one-off cases and constantly changing processes
workflows without a clear owner
highly political or creative decisions
processes that first need to be cleaned up organisationally
04 - Potential
Six process areas where the analysis is particularly likely to strike gold - each with the path to the right implementation.
Capture orders from email, PDF or portals, check line items and hand them over to the ERP in structured form - see workflow automation.
Read, validate and hand over invoices, delivery notes and order confirmations to ERP, DMS or accounting - in productive use with our product robodocxs.
Analyse tenders, match requirements against product data and prepare draft quotations - see AI automation.
Categorise enquiries, answer standard cases, consolidate information from ERP and knowledge sources - see AI agents.
Detect duplicates, check mandatory fields and keep data consistent across ERP, CRM and PIM - according to rules you define.
Automate responsibilities, deadlines and escalations - every processing step documented and traceable.
05 - Process
For a clearly defined scope, the prioritised assessment is typically available within two to four weeks (typical timeframe, depends on scope) - larger process landscapes are analysed in stages.
Which areas are in focus? Which economic, technical and organisational goals matter?
Conversations with the people involved, analysis of documents, data flows, handovers and exceptions.
Every process is assessed by volume, time spent, standardisation, data quality, risk and integration effort.
Expected savings, one-off and running costs as well as risks are weighed against each other.
Processes are put into a sensible order based on benefit, effort, risk and dependencies.
For the first process, the target picture, systems, responsibilities, KPIs and review steps are defined.
06 - Outcome
You receive a documented and prioritised basis for decision-making that remains usable regardless of who handles the later implementation.
Process & analysis
process map of the areas examined
business case for prioritised processes
automation roadmap
Assessment & technology
assessment of all automation candidates
technical solution options per process
recommendation for the first pilot process
Strategy & steering
effort-benefit matrix
risks and dependencies
management summary as a decision paper
07 - Technology selection
Not every process needs artificial intelligence. Structured, stable workflows can often be handled more reliably with classic workflow automation or interfaces. AI is particularly useful when emails, PDFs, free text or complex documents need to be understood. Our recommendation remains technology-agnostic - for each task we evaluate, among others:
08 - Economic viability
For every prioritised process we weigh expected benefit against total cost. We look not only at labour time saved but also at error costs, idle times, scalability and the relief of critical specialist roles.
processing time saved+
error costs avoided+
delays avoided+
additional process capacity+
running operating and licence costs−
Annual benefit=
The calculation is a solid basis for decision-making, not a guarantee of success: assumptions and ranges are documented transparently.
09 - Example
A simplified, anonymised example: a mid-sized company wants to relieve administrative processes in sales, purchasing and back office. The analysis captures 16 processes; after assessing volume, processing time, data quality and system effort, five are prioritised. Order intake is chosen as the pilot because high volume, clear validation criteria and an existing ERP interface come together there - a rare, highly individual complaints process is deferred for now.
10 - Why LINKS DER ISAR
We do not advise in isolation from later reality: our team develops integrations, workflows, AI agents and digital products - and operates solutions such as our document processing robodocxs in day-to-day production. That is why interfaces, data quality, permissions, monitoring and maintainability are already considered during the consulting. The roadmap nevertheless remains vendor-neutral: you receive a basis for decision-making that you can implement with us or with another partner.
digital solutions for mid-sized companies and large enterprises since 2009
our own product in continuous operation: AI document processing robodocxs
experience with ERP, CRM and custom integrations
we only recommend what can be built and operated in everyday use
vendor-neutral roadmap - the results belong to you
on request we take over implementation and operation
11 - FAQ
The cost depends on the number and complexity of the processes under review, the departments involved and the systems in use. For a clearly defined scope, we agree a fixed set of deliverables after a free initial consultation - you know what the consulting will cost before it starts.
For a clearly defined scope, a prioritised assessment is typically available within two to four weeks - a typical timeframe that depends on scope. Larger process landscapes are best analysed in stages.
Besides a responsible decision-maker, we above all need access to the people who handle the processes day to day. They know the exceptions, media discontinuities and actual time spent - that is where the most honest picture emerges.
No. Capturing and structuring the as-is processes is part of the consulting. Existing documentation speeds up the analysis but is not a prerequisite.
No. The results and the roadmap belong to you and are deliberately documented in a vendor-neutral way. On request we take over implementation and subsequent operation - but we do not have to.
Yes. We take a technology-agnostic view of whether classic workflows, interfaces, RPA, AI agents or a combination makes economic and technical sense - not every process needs artificial intelligence.
When the volume is too low, the process runs unstably, the data basis is insufficient or the technical effort exceeds the expected benefit. That is exactly what the assessment reveals - sometimes the best recommendation is to simplify a process first, or not to automate it at all.
ERP, CRM, DMS, PIM, email, databases, portals, file repositories and custom line-of-business applications - the analysis looks at your system landscape as it is.
12 - Related services
In an initial consultation we define the scope and the deliverables - non-binding, concrete, based on numbers.
