An assessment should help you make a decision
The purpose of a workflow assessment is to decide whether a particular process is worth changing and what the next step would involve. It should not assume that AI is the answer, or imply that a written recommendation is a working integration.
Start by agreeing the workflow boundary. Name the trigger, the output, the process owner and the systems involved. Reviewing one supplier-invoice process is a different scope from reviewing every finance workflow.
Evidence the reviewer needs
Agree how sample material will be provided, who may access it and when it will be deleted or returned. Do not send confidential records simply because a supplier has asked to see an example.
- A walkthrough with the people who do and own the work.
- A limited, agreed set of representative inputs, including exceptions.
- Known volumes, handling time and rework, with assumptions clearly marked.
- Relevant systems, API availability, permissions and data restrictions.
- The decisions that require human judgement or formal approval.
Written findings you should be able to use
Useful findings explain the current workflow, constraints, possible approaches and major uncertainties. Compare ordinary rules, existing software features, integrations and AI-assisted steps where relevant. A recommendation should state what still needs investigation before an implementation commitment.
Any value estimate should identify its inputs. Observed handling time is evidence; an untested percentage improvement is an assumption. Record ongoing costs, exception handling and support ownership alongside possible benefits.
Check the proposal before booking
| Question | What to agree |
|---|---|
| How much work is covered? | One named workflow, stakeholders and sample limits. |
| What will we receive? | Written findings, options, risks and a review meeting. |
| What is excluded? | Prototypes, integrations, production changes, licences and support unless explicitly included. |
| What happens next? | A decision to stop, investigate further or request a separate implementation quote. |
Zemtoris's published assessment
Zemtoris advertises a €950 assessment for one agreed, clearly bounded workflow. The service page describes stakeholder interviews, a limited sample review, feasibility and risk findings, written recommendations and a findings review meeting. Scope and applicable tax treatment are confirmed in writing before booking.
The assessment does not include a working prototype or production implementation. Any engineering work is scoped and quoted separately. A free 30-minute discovery call helps establish whether the proposed workflow fits the service; the call is not the paid assessment.