Skip to content
CONSEIL·LAB
Data & AI

Process Automation & RPA

The case that funds process automation on hours removed and errors reduced, and picks the processes actually worth automating.
01What it is

Process automation and RPA remove manual, repetitive work. The savings are real but often overstated, so finance wants the true, per-process math. We build it and rank the candidates.

02When a business case is required
Finance will not fund automation on vendor savings claims.
Manual, repetitive processes are consuming capacity no one has totalled.
The client needs the right processes chosen, not all of them.
A gate stands in the way.
A capacity crunch forces a build-versus-automate call.
03What we build into the case
A baseline: current per-process effort, error and rework cost, and volume.
A benefit model in hours removed, errors reduced, and capacity freed, from the client's own data.
Option analysis: do nothing, assist, automate, ranked by return.
Payback, sensitivity, and maintenance-cost weighting.
A named process owner.
04What you walk away with

The full roadmap. Phased implementation with gates, the tooling, and the roles to staff each phase, so the client sees exactly what they are getting into and how it gets done. That clarity is what turns a maybe into a yes.

The presentation

A board-ready deck

The case built to present, in your template and under your brand, that carries the number through the committee. We build it, and where it helps we are in the room with you.

The project document

A living project memory

The case written in full and structured to load into Microsoft Copilot. Mid-project, anyone can ask why a decision was made or what a number rests on and get the answer from the case itself. It stops being a document that dies at approval.

05The benefit
Funded, not deferred
The work gets approved this cycle instead of parked another quarter.
Priced fixed
You bid the outcome, not a day rate that races to the bottom.
Higher-value work
You sell the transformation, not the headcount.
CFO buy-in on record
A number the finance function signed off, to point to at every later gate.
The client has a map
They walk in knowing the path, which is what makes them commit.
Delivered as yours
Your brand, your relationship. We never appear as a vendor.
06The cost of not doing it
Everything gets automated, including work that should not be.
Savings are claimed, never measured.
Brittle automations cost more to maintain than they save.
With no baseline, the return is unprovable.
The wrong processes go first and the program loses credibility.
07Proof

Delivered across tier-1 Canadian financial services and insurers.

Client names are confidential and never disclosed. The track record is anonymized for exactly that reason.

See if it fits

Want to see what a process automation business case looks like?

A quick, no-pressure call to see if this is a fit for your firm. Bring a live account if you have one; you do not need to.

Book a fit callsales@conseillab.com