Unlock Your Hidden Efficiency: Claim Your Free Finance Process Discovery & Assessment
Benefits
Gain unprecedented clarity into your most challenging finance operations and uncover immediate opportunities for optimisation – no cost, no obligation.
Pinpoint your true bottlenecks
Get a data-driven overview of where your finance processes are truly inefficient, not just where you think they are.
Receive actionable insights
Move beyond assumptions with concrete, initial findings that highlight areas for quick wins and strategic improvement.
Uncover hidden rework & delays
Visualise the actual flow of work to reveal costly deviations, rework loops, and unnecessary delays.
Understand your ‘as-is’ state
Gain a foundational understanding of your current process execution, crucial for any successful transformation.
Identify automation & AI potential
See precisely which manual tasks and repetitive processes are ripe for automation, laying the foundation for your AI journey.
No risk, pure value
Experience the power of Process Intelligence firsthand without any financial commitment
The process: how your free discovery & assessments works
We've designed this to be quick, insightful, and low-effort for you.
1
Book your initial consultation
Schedule a brief, no-obligation call with our experts to discuss your biggest finance challenges and identify the specific process area you'd like us to focus on for this free assessment.
2
Provide minimal data
We'll guide you on providing a small, anonymised sample of relevant event log data (e.g., from your ERP, accounting system) for the selected process area. We'll specify exactly what's needed – typically 2 quarters worth of data in a simple CSV format.
3
Receive your high-level report
Within 5 days after data receipt, we'll deliver a high-level summary report. This report will include initial findings on bottlenecks, process variations, and potential areas for improvement within your chosen process.
4
Receive your high-level report
We'll walk you through your findings in a dedicated call, answering your questions and discussing the implications of the insights.
Frequently asked questions (FAQ’s)
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This free service includes an initial consultation to understand your focus area, a high-level data analysis of a small sample of your process data, and a summary report highlighting initial findings, bottlenecks, and potential areas for improvement. We'll conclude with a review session to discuss these insights.
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We typically require 2 quarters worth of anonymised event log data from your relevant system (e.g., ERP, accounting software) related to the specific process you want us to assess. We'll provide clear instructions on the exact format (usually CSV) and the minimal fields needed. Your data security and privacy are paramount.
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The initial consultation is 15-30 minutes. After you provide the data, you can expect to receive your high-level report and schedule the review session within 5 business days. The total time commitment from your side is minimal.
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Yes, absolutely. This "Free Process Discovery & Assessment" is a no-cost, no-obligation service designed to demonstrate the power of Process Intelligence and provide immediate value to your finance team. There are no strings attached.
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This offer is ideal for Finance Directors, Heads of Finance Transformation, CFOs, AP/AR/R2R Managers, and Operations Leaders within mid-market enterprises who are looking for data-driven ways to improve efficiency, reduce costs, and prepare their finance functions for automation and AI.
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Absolutely. Data security and client confidentiality are our highest priorities. For this free assessment, we require a minimal, anonymised sample of your event log data, meaning no sensitive personal or financial details are included. We adhere to strict data handling protocols and ensure all data is processed securely and is deleted after the assessment, unless otherwise agreed for a deeper engagement.
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After the insights review, you'll have a clearer understanding of your process challenges. There's no obligation to proceed further. If you see the value and want to explore a deeper, more comprehensive analysis or full transformation project, we can discuss tailored solutions, but that's entirely up to you.
Yes, I want my free Process Discovery & Assessment
