Free process review

What the free process review covers.

Select one process your team loses hours to every week — NDR follow-ups, COD confirmation, delivery-status replies. Over two days we map exactly where the work stalls, quantify what the delays cost in staff-hours and rupees, and recommend which steps merit automation and which should remain with your team.

Book a Process Review View sample report

Method

How the review is conducted

01Process selectionOne piece of work where the team is visibly stuck: delays, repeated checks, exceptions, or recoverable money.
02Sample case reviewReal transactions, queue events, system records and process notes — not a prepared demo.
03Bottleneck analysisWhere cases wait between teams, which exceptions repeat, and what the manual effort and failure points cost.
04RecommendationWhich cases AI can be tested on safely, which decisions remain human, and whether the work is worth automating at all.

Inputs

What we need to understand the work

Representative sample cases or transaction history. System notes. Definitions for the common exceptions. And one operations owner who actually understands the process. The sample size is agreed during scoping based on the question and available evidence.

Outputs

A decision before budget is committed

A process map. The time being lost. The cases AI could handle safely. The edge cases that need people. An impact estimate. And one practical next step.

IT review

What should remain with people

Customer, compliance and complex-exception decisions stay with your team. We start with sample or read-only data. No live system action is approved as part of the review.

Best-fit workflows

Common workflows: shipment exceptions, COD confirmation, replenishment.

LogisticsShipment exceptionsA shipment misses a carrier scan or a delivery promise. Dispatch, customer service and the account team all follow up across different systems while the customer waits.
D2CCOD confirmationCash-on-delivery orders go out unconfirmed, and a large share of returns is decided in the five minutes after the order is placed. Teams confirm intent and addresses by hand, message by message.
RetailInventory replenishmentA fast-moving item runs dry before the next replenishment cycle. Outlet teams check sales, stock, supplier updates and spoilage by hand before they raise an order.

After the review

What happens next

Your team first decides whether the process is worth fixing with AI at all; you retain the map either way. Any testing, live-system connection or automatic handling requires its own scope and its own approval, and nothing rolls forward without that decision.

Read-only first Your team decides One process at a time