Business Process Assessment

Step one: a free initial conversation

We talk through how the business runs today and where it hurts. There is no cost and no obligation. If we do not think we are the right fit, we will say so.

Step two: the full assessment

A deposit funds a proper review of the operation, from lead generation and lead handling through onboarding and fulfillment. We look at who does what, which systems hold which data, and where information is re-entered or interpreted by hand.

The deliverables are a workflow review describing how work currently moves, a set of AI and automation opportunities ranked by priority, and a defined implementation scope with pricing so you know what a build involves before committing to it.

Step three: the deposit is credited

If you move forward with implementation, the assessment deposit is credited toward the build. You do not pay twice for the same thinking.

The scope and pricing give you a basis for deciding whether to proceed with implementation.

What should you prepare for the first conversation?

Start with a bottleneck, a tool idea, or a process you want to improve. You do not need a technical brief. The following prompts can help you describe the problem; they are preparation suggestions, not a requirement to share confidential records.

• Describe a recurring task and the people involved, from the first input to the finished result.
• List the software, spreadsheets and documents used along the way.
• Note where work waits, information is entered again, or mistakes need correcting.
• Explain who uses the result and which decisions need a person’s review.
• Identify any access restrictions or sensitive information that would need discussion before sharing.

Which opportunities are worth investigating?

A useful opportunity connects a recurring business problem to a practical change. Frequency, the consequences of errors, system access and the effort of maintaining a solution are useful questions to consider—not a promise of a particular return.

Marlex AI’s assessment produces a prioritized list and a scoped, priced implementation proposal. That gives you a basis for deciding whether to build, connect existing tools, or address the process first.

• Compare existing software with a custom AI build

Why we start with process

Software applied to an unclear process tends to reproduce the confusion faster. Understanding the workflow first lets us decide whether a tool is the right answer, and if it is, what it should actually do.