Stackenta is a good fit for a small business that wants its processes mapped and then automated, in that order. In the AI audit we trace how work moves from a new lead to a paid invoice, find where it gets retyped or waits, and propose what to automate and what to leave alone. Micah has designed business processes since the late 1990s. Isaac builds the automation.
Why does the process come before the automation?
Automation makes a process run faster, including a bad one. If steps are redundant or nobody agrees on how a job is done, an automation will repeat the confusion at speed. Many owners find that half the value comes from simply looking at the process, before anything is built.
What do we look at?
In the AI audit we ask you to walk through a typical week, or the path from the moment someone orders something to the moment you are paid. We look for:
- Handoffs. Where does the work move from one person or tool to another?
- Retyping. Where does the same information get entered more than once?
- Repetition. What do you do over and over?
- What only you can do. Where does the work stop when you are not there?
What does that find?
A physical therapy practice owner told us he updates a spreadsheet of his key numbers by hand every day, copying them over from his ad reports, and that it is one of the most important jobs he has. Traced step by step, it is the same figures entered twice, in the same order, every day. That is exactly what a process review finds, and the kind of step that can be handed to automation. He had tried other AI tools on it without success. We found that both his ad platform and his spreadsheets can connect to an AI, which is the part that was missing.
What do we tell you not to automate?
Judgment calls, sensitive conversations with customers, and anything where a mistake is costly and a person would want to see it first. The proposal says which steps we recommend automating, which we recommend leaving with a person, and which should start as a draft you approve.
What should you ask any business process automation consultant?
- Will you map my process before you build anything?
- What would you advise me not to automate?
- Can you describe a process you changed and what happened?
- Do I keep control of my accounts and data?
Our answers: yes, the proposal names what to leave alone, we can describe real builds, and you keep your content and data and can export it any time.
How do you start?
With a short initial call booked on this site. If it’s a fit, we set up a free AI audit of about an hour, and a proposal follows about a week later. Book a call, or read how the build process works.