Skip to content
Global expertise. Practical outcomes.
Enterprise IT Consulting, AI & Managed Services - Enterprise IT Consulting, AI & Managed Services homeTalk to an Expert ↗
Automation specialists reviewing a business approval workflow.
Intelligent Automation

Automation Strategy, Discovery and Assessment

Find the processes worth automating, pick the right mix of RPA, document AI, agents and APIs, and build a business case that still holds up a year later.

Explore intelligent automation capabilities & delivery details

Also known as intelligent automation advisory, automation roadmap, automation opportunity assessment

Glass target rings and a golden direction arrow mapping the automation roadmap
50+Fortune 1000 organizations served with RPA
100+Tungsten Automation engagements
15+automation platforms supported
24x7x365bot and agent operations

What is an automation strategy and assessment?

An automation strategy and assessment identifies which processes to automate, with which technologies, in what order and for what return. It combines interviews, process and task mining and data analysis to build a ranked pipeline of opportunities, chooses the right mix of RPA, intelligent document processing, AI agents, APIs and process redesign, selects or validates platforms, and produces a business case and phased roadmap. TechTiera's advice is vendor-neutral across UiPath, Automation Anywhere, Microsoft Power Automate, SS&C Blue Prism and Tungsten Automation.

At a glance

Automation Strategy, Discovery and Assessment at a glance

Typical length
Four to eight weeks
Inputs
Interviews, process and task mining, volumes, handling times, error rates, system landscape
Deliverables
Scored opportunity pipeline, target technology mix, platform recommendation, business case, roadmap, operating model outline
Platform selection
Scripted demonstrations with your processes, five-year cost, skills and licensing comparison
Who is involved
Operations leaders, finance, IT, security, process owners and the future CoE lead
Services

What does TechTiera's automation assessment include?

Advice, build, migration and 24x7 operations from one accountable team.

Opportunity discovery

Workshops, mining and data analysis that surface automation candidates across functions.

Process scoring

Each candidate scored on volume, rules, stability, inputs and value, so the pipeline ranks itself.

Technology fit

The right tool per step: RPA, document AI, agent, API, workflow or simply a better process.

Platform selection

Vendor-neutral comparison with scripted demos on your own processes and five-year cost.

Business case

Hours returned, error reduction, cycle time and cost, with build and run costs included.

Roadmap

Waves of delivery tied to the CoE, funding and the people who will own each automation.

Expertise

How TechTiera approaches automation strategy

A business case that survives contact with finance

Many automation business cases overstate savings by counting every minute a bot saves as cash. Ours separate three kinds of value and are honest about run costs:

  • Capacity returned: hours freed for higher-value work, counted as savings only where headcount or overtime actually changes.
  • Quality and risk: fewer errors, faster cycle times, better compliance, measured from baseline data.
  • Run costs: licences, infrastructure, AI model usage, monitoring and maintenance, which typically keep running long after the build.

Typical use cases

  • First automation roadmap
  • Re-baselining a stalled RPA program
  • Platform selection or renewal
  • Adding agents to an existing program
  • Shared-services automation
Delivery approach

How is the work delivered?

  1. DiscoverProcess, volumes, rules, exceptions and value.
  2. DesignSteps per tool: API, bot, document AI, agent, person.
  3. BuildReusable components in short demoable sprints.
  4. TestHappy paths, exceptions and failures with real data.
  5. DeployControlled release, hypercare and a runbook.
  6. Run and improveROC monitoring and value reporting.
Why TechTiera

Why choose TechTiera for automation strategy?

Vendor-neutral across 15+ platforms

UiPath, Automation Anywhere, Power Automate, SS&C Blue Prism, Tungsten Automation, SAP, ServiceNow and open-source, so the tool fits the process, not the other way round.

Proven at enterprise scale

Trusted RPA services provider to 50 of the Fortune 1000, with a dedicated Intelligent Automation practice and center of excellence.

Document AI depth

A Tungsten Automation Gold Partner practice with 100+ engagements, plus ABBYY, UiPath and cloud document AI.

Agents with guardrails

Narrow use cases, evaluation sets, scoped permissions and cost tracking, so agents make it to production.

See related case studies · AI and Agentic AI consulting

Engagement models

Which engagement models are available?

Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.

Fixed-price automations

Defined scope and price per automation or wave, from design to hypercare.

Time and materials

Flexible capacity for discovery, proofs of concept and evolving requirements.

Dedicated team

A named automation pod working as an extension of your CoE.

Managed services

SLA-backed bot and agent operations, upgrades and enhancements on monthly terms.

Case studies

TechTiera automation case studies

Excerpts from published TechTiera client work.

Global shipping and logistics · Tungsten RPA

Intelligent Automation for Export Documentation, Customs Compliance and Customer Service

For a shipper handling thousands of export shipments a day, TechTiera assessed bill of lading issuance, customs filing, arrival notices and customer communications, then designed RPA integrated with EDI transactions and customs workflows.

Read the case study
Banking · Tungsten RPA

Intelligent Banking Operations Automation and Regulatory Reporting

A centralized RPA platform on Tungsten Automation (formerly Kofax Kapow) now runs report generation, financial validation, file handling and web data collection for the bank, with reusable components, central scheduling and exception handling. TechTiera owned it end to end, from architecture to ongoing managed services.

Read the case study
Automotive manufacturing · Appian BPM

Accounts Payable Automation for a US-Based Automotive OEM Supplier

An Appian-based accounts payable workflow brings invoice intake, approvals and exception handling into one tracked process for an automotive OEM supplier.

Read the case study

See all TechTiera case studies

FAQs

Automation Strategy, Discovery and Assessment FAQs

What is an automation assessment?

An automation assessment identifies and ranks automation opportunities, selects the right technologies and platforms, and produces a business case and phased roadmap.

How do we choose which processes to automate first?

Score candidates on volume, rule clarity, input quality, system stability and value. Start with high-value, low-complexity processes that prove the model and build confidence.

How long does an automation assessment take?

Typically four to eight weeks, depending on how many functions and processes are in scope.

Is TechTiera tied to one automation vendor?

No. TechTiera works across UiPath, Automation Anywhere, Microsoft, SS&C Blue Prism, Tungsten Automation and others, so recommendations follow your requirements.

Related

Related automation services

All intelligent automation services

ENTERPRISE CLIENTS RELY ON TECHTIERA SERVICES