AUTOMATION ADVISORY AND CONSULTING
Automation platform assessment and selection
Automation platform selection is a five-year commitment made in a three-month evaluation, and most organizations get it backwards. They pick a vendor, then bend their processes to fit the licence. We do it the other way. We start from the work you actually run, the volumes, the variability, the systems it touches, and the governance it lives under, then match that to the tooling class and vendor that fits. The result is a defensible choice you can put in front of a board, with a total cost view and an exit strategy, not a preference dressed up as a recommendation.
- Vendor-neutral scoring, so the recommendation survives scrutiny
- A total cost of ownership view across licences, build, and upkeep
- An exit path, so the choice never becomes a trap
Tool categories are not interchangeable, and the costliest mistakes force one to do another’s job.
We frame the choice before we frame the vendor.
Most enterprises need a blend, so the real deliverable is a platform portfolio and the rules for when each is used, the foundation of a combined hyperautomation operating model. This is the entry point to automation advisory and consulting, and it pairs with process optimization and automation strategy to decide what to automate.
Buy the platform your work needs, not the one on the analyst chart.
A decision you can put in front of a board, with the evidence behind it.
- A demand profile of automatable work, scored by fit to each tooling class.
- A weighted scorecard comparing shortlisted platforms against your criteria.
- A total cost of ownership model covering licences, build, and ongoing maintenance.
- A vendor-neutral recommendation with rationale, risks, and an exit path.
- A rollout and governance plan, so the platform lands with standards, not sprawl.
A structured, vendor-neutral evaluation that survives scrutiny and staff turnover.
Profile the demand
Inventory candidate processes by volume, variability, stability, and system footprint, so requirements come from evidence, not opinion.
Set weighted criteria
Agree what matters and how much: fit to work, total cost of ownership, security and compliance posture, developer availability, and roadmap durability.
Score the field
Assess shortlisted platforms against the criteria, including licensing model, bot or app maintenance burden, and lock-in risk.
Prove it on your work
Run a bounded proof on one real process, not a vendor demo, to validate fit before spend. See automation preview.
Recommend with a cost case
Deliver a ranked recommendation, a TCO model, and a rollout and governance plan, ready for sign-off.
Partnerships across the field, so the recommendation is grounded and current.
We hold partnerships across the major platforms and evaluate against your criteria, not a quota.
Where the fit is another vendor, that is the recommendation. We draw current platform detail from our partner relationships. Figures are placeholders; Softobiz to verify against your environment.
From a licence bought on reputation to a platform matched to the work.
Challenge: A [global enterprise client] had standardized on one platform, then spent [X months] forcing judgment-heavy work through rule-based bots that broke on every UI change.
Result: A scored portfolio moved that work to the right class, cut maintenance load, and produced a board-ready TCO case. (Softobiz to verify.)
The advisory track, end to end.
Process Optimization and Automation Strategy
Fix the process first, then automate the version worth keeping, in the order that returns value fastest.
Automation Architecture Consulting
The layered design that makes RPA, iBPMS, AI, and low-code work as one governed system.
Automation Preview
A bounded proof on one real process, to validate platform fit before you commit spend.
Automation Advisory and Consulting
The advisory practice this selection engagement is the entry point to.
What leaders ask us first.
No. We hold partnerships across the major platforms and evaluate against your criteria, not a quota. Where the fit is another vendor, that is the recommendation.
Yes. We assess fit against your real workload, identify where it is a good match and where it is being stretched, and recommend whether to consolidate, complement, or replace.
A focused selection typically runs a few weeks, longer if a hands-on proof on a live process is included in scope.
Let’s profile your work and match it to the right platform class before you commit budget.
A weighted scorecard, a total cost of ownership model, and an exit path, so the choice is defensible and reversible.