Clarity Before Automation: Understand Your Workflows and Where ROI Lives

Before automating anything, RoboHen helps you uncover how your workflows actually operate today, where they break, and where automation will deliver the highest return. Workflow Discovery creates a clear, shared understanding of your processes and a data-backed roadmap for transformation.

Most automation projects fail before they even start

Companies often rush into automation without truly understanding their workflows. The result is fragile automation, low adoption, and disappointing ROI.

Common problems we see:

  • processes exist only in people’s heads
  • different teams execute the same workflow differently
  • approvals are informal and invisible
  • manual steps are hidden inside emails and spreadsheets
  • exceptions are not documented
  • automation tools are layered on top of broken logic

"Automating a broken workflow does not fix it. It just makes the problems happen faster."

Workflow Discovery ensures automation is applied only where it makes sense and only after the process itself is clear.

Who This Service Is For

Ideal for Organizations That:

  • are experiencing operational bottlenecks
  • rely heavily on manual processes
  • struggle with inconsistent execution
  • want to introduce AI safely
  • need visibility and accountability
  • are preparing for automation or system changes
  • want to reduce operational risk
  • are PE-backed and under pressure to improve efficiency

Often Used By:

COOs and Heads of OperationsCFOs and ControllersDirectors of Finance or Shared ServicesHR LeadersPE Operating Partners

A Structured, Hands-On Discovery Process

RoboHen works directly with your team to understand how work truly flows, not how it is supposed to flow. This is not a survey or a workshop template. It is a real operational deep dive.

We Interview

Key stakeholders and operators to get the full picture.

We Observe

How work is executed day-to-day, in real time.

We Map

Workflows step by step, identifying handoffs and delays.

We Document

Approvals, decision points, and hidden manual work.

We Identify

Failure points, risks, and rework loops.

We Quantify

Time, cost, and error impact to build the business case.

What You Receive

You leave with tangible, actionable outputs, not slides that collect dust.

Current-State Workflow Maps

Clear visual representations of how work actually flows today.

Reliability & Risk Analysis

Identification of where workflows break, slow down, or create errors.

Automation Opportunity Map

Specific steps that are strong candidates for automation or AI assistance.

Human-in-the-Loop Checkpoints

Clear identification of where approvals and oversight are required.

ROI Impact Assessment

Estimated time savings, error reduction, and efficiency gains.

Prioritized Transformation Roadmap

A clear recommendation of what to automate first, and why.

What Makes This Different From Traditional Consulting

Workflow Discovery is intentionally practical. Our goal is clarity, not complexity.

We Do Not:

  • Produce generic process diagrams
  • Recommend tools without understanding execution
  • Push automation where it adds risk
  • Design workflows detached from reality
  • Sell you a solution you do not need

"No slides that collect dust."

Typical Outcomes

Clarity on how work truly happens
Alignment across teams
Visibility into hidden bottlenecks
Confidence in where to invest next
Reduced operational risk
A clear automation plan backed by data

Even without immediate automation, Workflow Discovery delivers value by exposing inefficiencies and risks that were previously invisible.

Discovery is the Foundation, Not the End

Most clients use Workflow Discovery as the first step toward the 90-Day Workflow Transformation Program, targeted automation initiatives, or portfolio-wide standardization.

Ready to Start?

Engagement Details

  • Duration: 2–4 weeks
  • Involvement: Key stakeholders & operators
  • Output: Documented workflows & roadmap
  • Commitment: Focused, collaborative, efficient

Book Workflow Discovery

Schedule an initial conversation to confirm fit and scope.

Get Started

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