How it works
A controlled first step, four parts
The assessment decides whether a workflow deserves investment before anything gets built.
- 01
Select one repeated workflow
A defined business process, not a broad transformation promise.
- 02
Document the business case
Clear findings, the risks, and the direction we recommend.
- 03
Recommend build or no-build
Automation goes ahead only when the evidence supports it. Sometimes the right answer is to simplify, buy or wait.
- 04
Set implementation boundaries
Scope, responsibilities, acceptance criteria and guarantee eligibility, agreed before work starts.
What you receive
A decision you can act on, with the numbers behind it
The decision
Build, buy, configure, simplify or wait, with the reasoning written down.
- The recommended direction and why
- The risks, including the ones that argue against building
- What it would take to implement, if you go ahead
The boundaries
If you go ahead, everyone knows what is in scope before work starts.
- Scope and who is responsible for what
- Acceptance criteria the build must meet
- Eligibility for the 36-Month Automation Assurance
Honest measurement
Time saved is not the same as money saved
We separate operational improvement from financial benefit, so the business case survives contact with reality.
The manual time the changed steps no longer need.
Exceptions, oversight, support and the manual touches that remain. We subtract these.
The effort your team genuinely gets back, after residual work.
Only the part turned into avoided cost, more throughput or useful redeployment.
Most providers report level 1. We report all four, so the number you take to your leadership team holds up.
Is it a fit?
Built for businesses with repeated administrative work
Who it is for
Canadian businesses with repeated administrative work, starting with B2B distributors. The right person is the one with a visible backlog and the authority to act.
- Owners and presidents who need capacity to support growth
- Operations leaders with one workflow to fix first
- Finance leaders who want net capacity, not theoretical hours
- Multi-branch leaders fighting handoffs, approvals and reporting drag
Good first workflows
One repeated process where the cost of manual handling is easy to see.
- Order administration: entry, re-entry and follow-up
- Exception handling: the orders that never go straight through
- Invoice readiness: matching, checking and chasing
- Quoting from stock, pricing and account terms
After the assessment
Three ways to continue, and no obligation to
Option 1
Assessment only
You take the decision and the business case, and act on them however you choose.
Option 2
Managed implementation
We build it under one accountable owner, with 90 days of Adoption Protection after go-live.
Option 3
Implementation with Reliability Care
Everything in option 2, plus 12 months of Reliability Care, which unlocks up to 24 more months of performance protection.
How the 36 months work →Questions
Before you book
Will you always recommend automation?
No. The assessment includes a real no-build option. If the evidence says simplify, buy something off the shelf or wait, that is what we recommend.
Do we have to replace our systems?
No. We work with the systems you already run, such as your ERP, CRM, inboxes and spreadsheets, and keep them where they are.
Is there a cost?
The fit call is at no charge. We explain the assessment terms on that call, before you commit to anything.
What do you need from us?
One person who owns the workflow, representative examples of the work including the awkward exceptions, access to the systems involved, and timely decisions.
What happens to our data?
We only use it to assess and deliver the work you ask for. Our privacy policy explains how we handle personal information.
Start here
Book a short fit call
Tell us which workflow takes up too much of your team's time. The fit call is at no charge, and we will explain the assessment terms on it.
Prefer email?hello@globatro.com