If your company runs on a lot of manual processes and you don’t know where to start automating, Sincron IA’s Automation Discovery maps your operations, measures where time is lost and delivers a prioritized plan in 2 to 4 weeks. It’s consulting led by people, from a team based in Brazil that works with companies remotely.
Left out: supplier registration. Low volume; it waits, with the reason written down.
Illustrative example
The Discovery method is designed so we arrive at the intensive working day already knowing the context, instead of spending the morning on a company presentation.
One or two short meetings to understand the business, where it stands and the pain that brought you to us. This is where we separate the symptom from the problem: people who ask us to “automate finance” are almost always talking about two or three processes that hurt for different reasons.
You getThe right problem, with a name.
A form the people who run each process fill out in 15 to 20 minutes; it can be split among several people. It covers volume, systems, where work sits waiting and where rework shows up.
You getThe on-site day freed up for what matters.
The core of the work. We sit with the people who do the work, watch the process happen in the real systems and map out together where automation fits in. This is when the side spreadsheets and the steps that exist only because “it’s always been done this way” come to light.
You getAn accurate picture of your operations.
The material is written for you to take to leadership and defend on your own, without us in the room. If it needs us there to be understood, it’s not good enough.
An inventory of the processes reviewed, in order of priority: what’s holding things up today, how much of the team’s time it takes and what it would take to automate it.
The execution sequence, in blocks. Wave 1 solves real pain without depending on anything else; the following waves bring in what needs a prerequisite, with the dependency named.
For wave 1, a fixed implementation proposal: what will be built, in which milestones and for how much. No second round of fact-finding.
Discovery is an investment of your team’s time, not just money. It’s worth knowing in advance whether your case is one where it pays off.
When the problem has a name and the decision has been made, implementation starts right away, with a fixed proposal.
See process automationIf the bottleneck is your in-house team’s capability, not the plan, the right track is mentoring.
See MentoringFour questions, about 2 minutes, online: see where the opportunities are, with no commitment.
Take the free assessmentFrom the first conversation to the delivery of the plan, the cycle usually takes two to four weeks. Most of that time goes into getting on the right people’s calendars and collecting the questionnaire answers. When the company brings the participants together quickly, the cycle gets much shorter.
It’s the part that changes the outcome most, which is why we insist on it. Watching someone run the process on their own screen, with the real systems open, reveals what no remote meeting shows: silent rework, side spreadsheets, the step nobody documented. We’re based in Brazil and agree on the date and place with you; when distance makes it impossible, we switch to longer remote sessions, making it clear that the picture will be less accurate.
The prep questionnaire covers the essentials and takes 15 to 20 minutes. More than one person can answer it, and it’s better that way: each section answered by whoever runs that process. Estimates are enough; nobody needs to dig up exact numbers.
We work with the bare minimum: to understand a process, the structure and the volume are almost always enough, not the content of the records. When we need to see real data, we look at it in the client’s environment instead of receiving a copy. A nondisclosure agreement is standard, and it can be your company’s own template.
It helps and shortens the path, but it rarely replaces the review. Mapping done for quality or audit purposes describes the process as it should be; what we need to know is how it actually happens, with the workarounds people have created to get through the day.
The prioritized processes, grouped into execution blocks in the order that makes sense. Wave 1 brings together what solves real pain and depends little on anything else. The following waves bring in what needs a prerequisite: data that doesn’t exist yet, an integration that has to be built first or a decision the company hasn’t made yet.
The first conversation is free. It’s for understanding your context and telling you honestly whether Discovery solves your case, or whether another path would work better.
