Automation Discovery
Be Mobile Labs Process Optimization & Workflow Engineering

AUTOMATION &
WORKFLOW
DISCOVERY

Identify manual bottlenecks and repetitive tasks that drain resources. This discovery maps your current processes and designs efficient automated systems to scale your operations.

Business Context 01 / 08
✓

DISCOVERY
RECEIVED.

Your automation discovery has been submitted successfully. Our process engineering team will analyze your workflows and reach out within 24-48 hours with an optimization roadmap.

Discovery Summary

SECTION 01 / 08

BUSINESS
CONTEXT

Help us understand your business and the processes you want to automate

Briefly describe the manual process you are looking to automate

SECTION 02 / 08

CURRENT
ECOSYSTEM

What tools and platforms are part of your current workflow?

Select all that apply

How connected are your current tools?

Do you currently use any automation platforms?

SECTION 03 / 08

THE PAIN
POINT

What is the primary driver for automation?

Human Error Reduction
Manual mistakes are causing costly issues or customer dissatisfaction.
Time Savings
Team spends too much time on repetitive tasks that should be automated.
Scaling Operations
Current processes don't scale — can't handle increased volume.
Better Data Accuracy
Need single source of truth and real-time data synchronization.
Cost Cutting
Reduce labor costs and improve operational efficiency.

Describe the most frustrating aspects of your current manual process

Estimate if possible (hours per week, labor cost, error cost, etc.)

SECTION 04 / 08

AUTOMATION
SCOPE

Which areas will benefit most from automation?

Select all that apply

Which area should we tackle first?

Walk us through the step-by-step workflow for your priority area

SECTION 05 / 08

COMPLEXITY
INDICATOR

Help us understand the technical complexity of your automation needs

Simple Task Multi-Step Process End-to-End Workflow
Multi-Step Process

Single action (e.g., send email) vs. complex multi-system workflow

Standard Tools Hybrid Custom API Development
Hybrid

Pre-built connectors vs. custom API integrations

Low Volume Medium Volume Big Data
Medium Volume

Dozens of records per day vs. thousands or millions

Any technical limitations, security requirements, or compliance needs?

SECTION 06 / 08

HUMAN
TOUCHPOINTS

Where does human judgment remain critical?

Where in the current process is a human decision absolutely required?

Are there multi-level approval processes that need to be maintained?

What happens when something goes wrong or doesn't fit the standard flow?

Who needs to be notified when automated actions occur?

SECTION 07 / 08

SUCCESS
METRICS

What outcomes define success for this automation project?

Select all that apply

What is the #1 metric that matters most?

Set specific, measurable goals

What return on investment are you targeting?

SECTION 08 / 08

PROJECT
LOGISTICS

Budget, timeline, and implementation details

Total project budget for automation development and implementation

$15,000 – $25,000

When do you need this automation to be operational?

Would you prefer to implement in phases or all at once?

Do you have internal technical team members to support this?

What level of training and documentation do you need?

BML

© Be Mobile Labs — bemobilelabs.com