Before
A daily checklist worked through by hand, in the same order, every single day.
After
The routine steps run on their own. The person handles the two that need a decision.
Plain automation
Automate anything your team does from a checklist every day
A person works down the same checklist every day, step by step, in the same order. The steps that are rules run on their own. The person keeps only the ones that need a decision.
- Free evaluation
- Fixed quote before work begins
- First deliverables in 30 days, guaranteed
- No staff replaced
What this costs you today
Somewhere in the office there is a checklist. Open this, check that, export the other, send it here. Someone works down it every morning, or every close of business, and ticks the boxes. It is reliable because the person is reliable. It is also the clearest sign that the work could run on its own.
The checklist exists because the work is the same every day. That is the whole reason a person should not be doing it.
Call a fully loaded employee $45,000 a year, as an illustration. In the companies we meet a daily checklist typically takes 15 to 20 hours a week. Twenty hours is half a person.
- Typical time
- 20 hrs / week
- That is
- half a person
- At an illustrative $45,000 a year
- $22,500 / year
Typical figures, using $45,000 as an illustrative fully loaded cost. Your numbers go in the calculator below. If your version is a couple of hours a week, that still counts.
What CBIT builds instead
We start with the checklist as written. For each step we ask whether a machine can do it. Most steps are rules: pull this, check that, send the other. Those become an automation that runs in the same order the person did them.
The steps that need a decision stay with the person. The automation stops at those points, shows them what they need, and waits. When they decide, it carries on.
Plain automation handles most repetitive work. We use newer tools only where they clearly earn their place, and we tell you when we do. A checklist rarely needs them.
What the person gets back is most of the list. They keep the parts that needed them, and the rest is done by the time they sit down.
Is this AI?
This is plain automation. No AI. A checklist is already the instructions. We turn the steps that are rules into software and leave the judgment calls with the person.
Custom app vs. forcing Salesforce or a spreadsheet to fitOne example, names left out
Real work from real clients, with the names left out. What matters is the shape of the problem, and how often we see it.
What shapes the scope and the quote
This kind of project
Sized to the checklist
A short checklist inside one or two systems can be a small project. A long one across many systems, with decisions in the middle, is a larger workflow. We go through the list with you step by step and say which steps become software, which stay with a person, and what that adds up to.
- Small tasks and larger workflows are both welcome. We look at what needs to happen and give you a fixed quote before work begins. No hourly meter.
- First deliverables in 30 days from kickoff, guaranteed.
- Changes to outside systems (a portal redesign, a vendor's API change) may require separately quoted repair work. We tell you when that happens.
Run your own numbers.
Set to the typical figures for this task. Change them to match your team, however small the number.
What this task costs you in time
Hours a week, times the people doing it, at whatever a person costs you. $45,000 a year is an illustration; set it to your own figure.
People doing this work
1
Hours each, per week
Half an hour counts. 40 is a full week.
20
Fully loaded cost per person, per year
Salary, benefits, taxes, overhead. $45,000 is an illustration; set it to yours.
$45,000
Time spent on this task
20 hrs / week
About 1,040 hours a year of a person's time.
- Labor value of that time
- $22,500 / year
- Your project price
- Fixed quote after a free evaluation
Tell us about this task
These figures show the value of time spent on the task, not a project quote or guaranteed cash savings. We will help estimate what can realistically be automated.
Tell us about the task your team keeps doing by hand.
Every morning, every Friday, or every time an order comes in. Small tasks and larger workflows are both welcome. The evaluation is free, and if we take it on, first deliverables are running in your operation within 30 days of kickoff.
Free evaluation. Fixed quote before work begins.
Related tasks
Plain automation
Automate preparing files for someone else to review
The package builds itself to the same standard, and the reviewer is told when it is ready.
Plain automation
Automate reviewing daily files to find new accounts
One scheduled run. About three minutes a day, and it flags anything that doesn't match.
Everything we automate
Fourteen tasks, each with what it takes today, what we build instead, and what shapes the scope.