Example map · illustrative financial services firm
This is what a free process map of your business looks like.
This is an illustrative map of a UK financial services firm with around 250 staff. It is based on the maps we have made for clients, scaled up to a larger business, and does not show any one client’s results. Every process is valued and given a route, then grouped into phases so the biggest savings come first.
Hours a week that AI could give back, by function.
Tech and integrations · 18
123.0 h
Sales · 16
102.0 h
Finance · 9
66.0 h
Growth and accounts · 9
66.0 h
Customer service · 7
56.0 h
Marketing · 8
46.0 h
Partner onboarding · 7
44.0 h
Product · 6
36.0 h
Referrals · 5
31.0 h
Brand and communications · 3
10.0 h
Revenue operations · 3
10.0 h
Risk and compliance · 2
10.0 h
Disputes oversight · 1
5.0 h
AutomateAssist
Phases
What gets built, in what order, and what it is worth.
Each phase takes a group of functions, builds the automations for them, and trains the team that runs them. The value is the staff time each phase gives back, at the estimated rates below.
Phase 1Months 1 to 2
Customer service and finance
Customer service, Finance · 16 processes
Customer queries answered automatically, with every correction fed back
Refunds, cancellations and account changes processed end to end
Reconciliations, statements and month-end checks prepared for sign-off
What it looks like
A customer emails to cancel. The system checks the account, processes the refund, reissues the documents and replies within minutes. If a team member edits the reply, the next one is better.
122 ha week back
~£205ka year
20%of the total, by the end of this phase
Phase 2Months 3 to 4
Partner onboarding and integrations
Partner onboarding, Tech and integrations · 25 processes
New partners set up from a single form
Test-site checks run automatically before go-live
A runbook that answers integration questions for the support team
What it looks like
Sales signs a new partner. Accounts, logins, products and pricing are set up the same day, and the go-live checklist runs itself.
167 ha week back
~£281ka year
48%of the total, by the end of this phase
Phase 3Months 5 to 6
Sales and account growth
Sales, Growth and accounts, Referrals · 30 processes
Prospect lists built and scored against the ideal customer
Call preparation and follow-up written for every meeting
Conversion alerts and a brief before every account review
What it looks like
Before each account review, the manager gets a one-page brief: how conversion has moved, what changed, and the three things to raise.
199 ha week back
~£334ka year
81%of the total, by the end of this phase
Phase 4Month 7 onwards
Marketing, product and oversight
Marketing, Product, Brand and communications, Revenue operations, Risk and compliance, Disputes oversight · 23 processes
Announcements, case studies and social posts drafted from each win
Product decisions recorded with the evidence behind them
Compliance, disputes and partner reporting prepared for review
What it looks like
The monthly board pack is ready on the first working day, with every figure traced back to its source.
117 ha week back
~£197ka year
100%of the total, by the end of this phase
Every process
All 94, valued and routed.
52 to automate, 39 where AI assists a person, and 3 that stay fully with people.
Tech and integrations18 PROCESSES · 123.0 H A WEEK · £206,640 A YEAR
New partner: kick-off and handover from salesAssist5.0 h£8,400
New partner: account set-up and loginsAutomate8.0 h£13,440
New partner: install and remote supportAssist5.0 h£8,400
Test-site checks and sign-offAutomate8.0 h£13,440
Go-live co-ordinationAssist5.0 h£8,400
Live tracking and first test orderAutomate8.0 h£13,440
Partner support and troubleshootingAutomate8.0 h£13,440
Integration bugs: escalation and re-releaseAssist5.0 h£8,400
Second platform: start, access and discoveryAssist5.0 h£8,400
App set-up on the test siteAutomate8.0 h£13,440
Adapting the partner’s customer journeyAutomate8.0 h£13,440
Partner acceptance testingAutomate8.0 h£13,440
Copying to the live site and go-liveAutomate8.0 h£13,440
Second platform: test order and readinessAssist5.0 h£8,400
Versions, maintenance and trackingAutomate8.0 h£13,440
Platform runbookAutomate8.0 h£13,440
Order-to-account processingAssist5.0 h£8,400
Product set-up in the admin systemAutomate8.0 h£13,440
Sales16 PROCESSES · 102.0 H A WEEK · £171,360 A YEAR
Building prospect lists and scoring fitAutomate8.0 h£13,440
Cold outreach and follow-up sequencesAutomate8.0 h£13,440
Preparing for discovery callsAutomate8.0 h£13,440
Running discovery callsAssist5.0 h£8,400
Building the ROI deck and proposalAssist5.0 h£8,400
Follow-up and commercial chasingAutomate8.0 h£13,440
Closing and commission negotiationAssist5.0 h£8,400
Handover from sales to account managementAutomate8.0 h£13,440
Writing to each buyer typeAutomate8.0 h£13,440
Sales funnel numbers and trackingAutomate8.0 h£13,440
Account review before each meetingAutomate8.0 h£13,440
Growth reviews and growth plansAssist5.0 h£8,400
Pricing and design approvals registerAutomate8.0 h£13,440
Post-purchase emailsAutomate8.0 h£13,440
Experiment tracking and resultsAutomate8.0 h£13,440
Rolling out application templatesAssist5.0 h£8,400
Customer service7 PROCESSES · 56.0 H A WEEK · £94,080 A YEAR
Customer service is automated end to end. Every answer a team member corrects is fed back, so the next answer to the same question is right first time, and anything the system cannot resolve goes to a person with the case already summarised.
Contact intake, checks and triageAutomate8.0 h£13,440
Cancellations and refundsAutomate8.0 h£13,440
Account changes and reissued documentsAutomate8.0 h£13,440
Matching cancellations against live accountsAutomate8.0 h£13,440
First-line disputes capture and signpostingAutomate8.0 h£13,440
Complaint capture, routing and escalationAutomate8.0 h£13,440
Feedback loop: team corrections improve the next answerAutomate8.0 h£13,440
Marketing8 PROCESSES · 46.0 H A WEEK · £77,280 A YEAR
Website updatesAssist5.0 h£8,400
New partner announcementsAutomate8.0 h£13,440
Social publishingAutomate8.0 h£13,440
Podcast productionAutomate8.0 h£13,440
PR and major client announcementsAssist5.0 h£8,400
Case studiesAssist5.0 h£8,400
Events and exhibitionsAssist5.0 h£8,400
Partnerships and co-marketingAssist2.0 h£3,360
Partner onboarding7 PROCESSES · 44.0 H A WEEK · £73,920 A YEAR
Deal handover and onboarding kick-offAutomate8.0 h£13,440
Technical discovery and integration buildAssist5.0 h£8,400
Products, pricing and commission set-upAutomate8.0 h£13,440
Readiness and commercial go-live checkAssist5.0 h£8,400
Partner testing and go-live sign-offAssist5.0 h£8,400
Phased launch and take-up baselineAutomate8.0 h£13,440
Post-launch review, compliance check and cadenceAssist5.0 h£8,400
Product6 PROCESSES · 36.0 H A WEEK · £60,480 A YEAR
Framing opportunities and gathering evidenceAutomate8.0 h£13,440
Scoping requirements and dependenciesAssist5.0 h£8,400
Prioritisation and decision recordsAssist5.0 h£8,400
Build co-ordination and testingAssist5.0 h£8,400
Go-live, handover and results reviewAssist5.0 h£8,400
Cancellation approvals queueAutomate8.0 h£13,440
Referrals5 PROCESSES · 31.0 H A WEEK · £52,080 A YEAR
Building the referrer listAssist5.0 h£8,400
Asking for referrals and equipping referrersAssist5.0 h£8,400
Closing the loop with referrersAutomate8.0 h£13,440
Referral tracking and measurementAutomate8.0 h£13,440
Each person who runs a main process described how it works. In a business of this size, that comes to about 65 hours of interviews across the teams.
Every process rated
Automate: high volume, rule-based and easy to undo. Assist: AI prepares, a person decides. Keep human: judgement, or costly to get wrong.
Valued simply
Hours are typical values for each route in a business of this size, valued at £35 an hour over 48 weeks. They are estimates for illustration, not measured savings.
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