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AI process analysis for SMEs

A process analysis shows, before you invest, what eats up time and what to automate first – as a written roadmap.

Free initial consultationSee an example
Hands arranging sticky notes in a row on a white wallAI-generated
A consultant and a managing director, seen from behind, stand in front of a whiteboard with yellow, white and purple sticky notes arranged as a process with arrows, discussing the workflow.AI-generated

Before investing, know what eats time and what to automate first.

  • Review workflows

    Where is data typed twice, searched for or left waiting?

    More details
    • How it works: We map your workflows, on site or remotely, and expose bottlenecks.
    • You provide: A look at your daily work. We only use what you show us.
    • Watch out: Without a willingness to change, the review has no effect.

  • Build a roadmap

    A written plan of priorities, with effort and benefit.

    More details
    • How it works: The roadmap sets the order, effort and benefit, and what stays manual. We discuss it with you.
    • You provide: The decision on what to implement, with or without us.
    • Watch out: Too much at once. So the order is fixed before anything is built.

  • Prioritise quick wins

    The biggest lever first, visible within weeks.

    More details
    • How it works: We start with the step that saves the most time.
    • You provide: Recurring workflows where the effect can show.
    • Watch out: No overnight miracles. First quick wins are often measurable after two to four weeks.

  • Automate workflows

    The plan turns into running workflows in your programs.

    More details
    • How it works: The plan becomes workflows in the programs you already use.
    • You provide: Access to the programs involved, as far as each step needs.
    • Watch out: Automating what doesn’t pay off. We tell you beforehand.
An employee leans back relaxed in his office chair with his hands behind his head, smiling at his laptop; a tall stack of paper sits on the left of the desk.AI-generated

Example: a roadmap

Example roadmapResult
  • Quotes: name and address typed four times, automate first.
  • Enquiries: get lost in the inbox → route into the CRM.
  • Filing: searching instead of finding → later.
  • Phone: often nobody available → review.
Order agreed, effort estimated.

How it works

  1. Initial consultation

    You show us your daily work. We check if an analysis makes sense.

  2. Analysis on site or remotely

    In a few days: workflows mapped, bottlenecks exposed, effort and benefit estimated.

  3. Roadmap and discussion

    You get the written roadmap and we discuss it. We can implement the first step.

Good to know

  • What you bring

    Recurring workflows and a will to change. No IT skills needed.

  • An honest assessment

    Where automation doesn’t pay off, we tell you beforehand.

  • Your data

    We only use what you show us; confidentiality is agreed upfront.

Without and with an analysis

  • Choosing the software comes first.

    First: the workflow with the biggest impact.

  • Time-wasters stay invisible.

    Double entry and media breaks are recorded.

  • Everything seems equally important.

    A roadmap shows what comes first.

  • A slide deck gathers dust.

    An actionable plan with effort and benefit.

You decide whether a CRM, an automation or nothing follows. Our partner RKW finds a suitable funding programme and supports your company through to payout.

From client projects

Businesses starting with our analysis left with a roadmap or a clear recommendation.

Frequently asked questions

What is process analysis vs. optimisation?

The analysis shows where time is lost: double entry, media breaks, unclear responsibilities. Optimisation is the second step: simplifying and, where sensible, automating.

How long does the analysis take?

A few days; for a whole business, spread over several appointments. First quick wins are then often measurable after two to four weeks.

Do we have to automate afterwards?

No. You get a roadmap, discuss it with us and decide whether and what to implement, with us or without us.

What do we need to get started?

Recurring workflows, digital data such as Excel, a CRM or an ERP, and a willingness to change. No IT knowledge is needed.

How are you different from consultants?

We implement what we recommend: analysis, automation and training from a single source. And we tell you beforehand where automation doesn’t pay off.

Jan Griebel, owner of Process Vision
Your contactJan Griebel, Owner

Let’s talk about your workflows.

Free initial consultation, no obligation. You’ll know whether and where an analysis pays off.

The cost depends on the scope and complexity of your processes.

Book an appointment online
  • Process Vision, Zwickau, Saxony
  • Industry experience since 2015
  • Focus: AI integration for SMEs
+49 375 47213000hallo@process-vision.deZwickau · Saxony