Now that you have your interviews (Page 2) and process maps (Page 3), it’s time to turn insight into action. This is where you spot the opportunities, score them for impact, and build the business case that executives will actually care about.

Done right, this page of the audit is where “AI and automation sounds interesting” becomes “Let’s approve budget.” ✅

🎯 Objective of Opportunity Identification

• Convert pain points into opportunities — reframe problems as potential value gains.
• Prioritize intelligently — focus on projects that deliver the fastest ROI with the least effort.
• Quantify potential impact — assign numbers to hours saved, costs avoided, revenue gained.
• Lay the foundation for a 12-month roadmap — what should we do first, second, third?

<aside> 💡

Blue Tusk is familiar with the costs associated with implementation and can help you fill the gaps! Let us know at the beginning of your engagement and we can structure our support for you.

</aside>

Common Automation Opportunities

Data Entry & Transfer:

• CRM data entry from forms/emails
• Invoice processing
• Report generation
• Data synchronization between systems

Communication & Follow-up:

• Email sequences
• Appointment scheduling