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Potential Analysis

Two weeks. Your recurring Excel routines mapped, the cost of manual work quantified in your own hours — and an honest ranking of what pays off first.

2 weeksWritten analysisPrioritised rankingNo follow-on engagement required

The problem

Everyone knows the Excel work eats time. Almost nobody knows how much.

Almost every company knows that time is lost somewhere. Almost none knows where exactly and how much. Two equally expensive mistakes follow: you automate the routine that hurts loudly, instead of the one that quietly eats the most time every month — or nothing at all, because the effort can't be justified.

The Potential Analysis replaces gut feeling with a number. Not an industry average from a study, but your hours, in your operation, measured on your own files.

“Doing nothing isn't free. It just doesn't show up on any invoice.”

the process

What happens during the two weeks.

From your side, around three to four hours, spread over two weeks. We do the rest.

01 · Day 1

Kick-off session, 90 minutes

We set the frame: which reports and returns we look at, who builds them by hand today and how you would notice, in six months, that something has improved.

02 · Week 1

Observe rather than survey

We sit next to the people who assemble the files every month — not just management. Whoever describes a routine rarely knows the truth about it.

03 · Week 1–2

Measure and calculate

Every manual step between the export and the filing is quantified: how often, how long, how error-prone, who waits for whom. From that comes the number — hours per year, converted into your internal costs.

04 · Week 2

Prioritise and write

Every candidate is ranked by effort and return. What doesn't pay off drops out — with a rationale, so the question doesn't come back in a year.

05 · Close

Handover, 60 minutes

We go through the document together. You receive it in writing — not a presentation no one finds after the meeting.

The result

What the document contains.

A map of your routines
Which file comes out of which export — and who touches it by hand, and when.
Cost accounting of manual work
Hours per year per routine, valued with your internal costs.
Prioritised ranking
What pays off first, what can wait, what you're better off doing by hand.
Business case per candidate
Effort against return — traceable, so you can decide.
The documented no
Which routine is better left manual is written down — with a rationale, instead of us quietly selling it to you.

who it is for

For finance teams that want to know where the time goes first.

Before a budget is granted

Anyone asking for funds needs a number from their own company — not an estimate out of a study.

When several routines are candidates

Three candidates and no ranking: the analysis says which one comes first, and why.

After something has already failed

After a project that changed nothing, a measured baseline counts for more than the next proposal.

plain talk

What is not included

  • No ERP selection and no implementation. Your accounting system stays as it is.
  • No assessment of people. We look at workflows, not at staff.
  • No recommendation to automate everything. What runs too rarely or needs too much judgement stays manual.

What you contribute

  • One real routine to look at: the export, the file, the finished report — as they were this month.
  • Two or three conversations with the people who actually do the work.
  • A figure for how long the manual work takes today. Estimated will do, measured is better.

How we measure it

  • Hours per month per routine, in your own numbers rather than in percentages from a brochure.
  • How often the workflow stalled last year, and on what.
  • What maintaining an automation costs — before you say yes.

frequent questions

01

How long does a potential analysis take?

Depending on scope, usually a few days of work spread over two to three weeks. The time goes into the conversations and the recalculation, not into technology.

02

What do we hold at the end?

A list of your recurring routines, each with the effort in hours, the risk if it goes wrong, and an order of priority. Plus the routines we advise against, with reasons.

03

Do we have to automate anything afterwards?

No. The analysis stands on its own: you can work through the list internally or hand it to someone else.

04

Who has to take part on our side?

The person who runs the routine, and someone with access to the exports. Management is only needed for the decision that follows.

05

Do you see our figures in the process?

Only as far as the workflow requires, and with anonymised exports on request. Where the data sits and who can see it is under Security.

06

What if nothing is worth it?

Then the report says so. For routines that run rarely, an honest no is the most common outcome — and it costs less than an automation nobody needs.

intro call

Tell us which report costs you the most time every month.

In the intro call we look at a real routine and tell you honestly whether a Potential Analysis is worth it for you — or whether the answer is already on the table.