Skip to content

Automation Readiness & Operating Model Design

Automate Strategically. Maximize ROI and Minimize Regret.

Automation success is not about choosing the right tools, it’s about building the right foundation.

IVI’s Automation Readiness & Operating Model Design engagement ensures your organization is prepared to automate with purpose, clarity, and confidence. We help you prioritize high-value automation opportunities, eliminate organizational bottlenecks, and create the governance required to scale responsibly.

IT Advisory and Architectural Services

Automation Isn’t About Speed, It’s About Direction

Too often, automation efforts begin with tools, not strategy. The result is shelfware, unmet expectations, and a transformation that stalls before it starts.

Unstructured automation efforts can lead to:

    • High-cost tools with low utilization
    • Shadow automation and fragmented governance
    • Internal resistance due to unclear value or readiness
    • Siloed initiatives that fail to scale
    • Security and compliance risks due to a lack of oversight

We help you reverse that pattern.

The IVI Automation Velocity Framework

A four-phase methodology designed to align automation with business value, organizational readiness, and enterprise scalability.

Phase 1: ROI-Based Opportunity Identification

We evaluate where automation can deliver the most value, fast.
Using a structured scoring model, we identify processes that are high-friction, high-cost, or high-frequency, and map them to potential savings and performance gains.

Result: A ranked backlog of automation initiatives tied to measurable business outcomes. Early wins that secure stakeholder support and prove the case for scale.

Phase 2: Organizational and Process Readiness Analysis

We assess cultural, operational, and skill-based readiness across your teams.

This includes workflow maturity, process documentation, change tolerance, and upskilling needs.

Result: A Readiness Scorecard with a targeted enablement plan to close critical gaps before tool spend begins. This prevents common missteps and boosts project success rates.

Phase 3: Governance and Operating Model Design

We help you define how automation gets approved, deployed, and managed across the enterprise.
This includes CoE design, approval frameworks, auditability, and scaling models.

 

Result: An automation operating model that fosters innovation while maintaining compliance and control. This reduces risk and eliminates “shadow automation.”

Let's Talk

Phase 4: Toolchain Rationalization and Integration Strategy

We evaluate your current and planned toolset for coverage, integration, and cost-efficiency.

This includes scripting engines, orchestration tools, RPA platforms, IaC pipelines, and more.

 

Result: A right-sized automation stack aligned to your roadmap and architecture. Tool consolidation often reduces licensing costs by 20 to 35 percent.

Why Enterprises Choose IVI for Automation Strategy

What We Bring What You Get
Strategy First; Not Tools First
A clear plan and internal alignment before committing to platform spend
ROI-Driven Prioritization
 Initiatives that are justified with measurable cost or productivity benefits
Organizational Depth
 Focus on people, process, and change not just the tech stack
Scalable Governance Expertise Models that support safe, enterprise-wide growth from day one

Result: An automation program built for real results, not experimentation, with lower risk, faster returns, and long-term agility.

 

Start Your Automation Journey with Confidence

The right automation done at the right time in the right way.

IVI helps you prioritize initiatives, prepare your people, and architect governance that scales.

Contact us to schedule an Automation Readiness Assessment.

FAQs: Automation Readiness and Operating Model

Why do so many automation initiatives fail to deliver ROI?

Most automation programs fail not because of the technology but because of poor planning and readiness. Teams jump into tool selection without identifying the right use cases or aligning stakeholders. Without a strategic foundation, automation efforts stall, sprawl, or fail to scale. Our approach helps you avoid that by focusing on readiness, ROI, and governance first.

What is an Automation Readiness Assessment?

It is a structured evaluation of your current environment, team capabilities, process maturity, and tooling landscape. We help you understand what processes are worth automating, how prepared your teams are to adopt automation, and what organizational gaps need to be addressed before scaling. The result is a clear roadmap that prioritizes impact and avoids false starts.

How do you identify which processes should be automated?

We use a scoring framework that evaluates processes based on their frequency, complexity, risk, and potential business value. This allows us to quickly identify which automation opportunities offer the highest return on investment and which should be deprioritized. This approach ensures you start where the value is highest.

Do you help with selecting automation tools?

Yes, but only after the strategy is clear. Tool selection comes after we’ve defined the requirements, mapped your use cases, and assessed readiness. We help you rationalize existing tools, identify gaps, and select platforms that integrate well with your ecosystem. Our focus is to ensure you don’t overbuy or underutilize.

What is an automation operating model and why do we need one?

An operating model defines how automation is governed, deployed, and maintained. It includes decision rights, workflows, roles, and policies. Without it, automation programs often grow inconsistently and become difficult to manage. We help you build an operating model that supports scale, security, and long-term sustainability.

What teams should be involved in the engagement?

We work with IT operations, platform owners, DevOps leaders, business analysts, and anyone responsible for workflow design or automation tools. Executive sponsors and governance leaders are also involved to ensure alignment and adoption across business units.

Is this only for IT process automation?

No. While many clients begin with IT workflows, our approach supports business process automation, infrastructure-as-code, CI/CD pipelines, service provisioning, security automation, and more. We adapt the engagement to your goals and where automation will have the greatest impact.

Experience the Difference: Proven Expertise, Tangible Results?

Mastering complexity is our specialty. With decades of hands-on experience, our team excels in executing intricate cloud integrations, critical contact center migrations, and future-focused network transformations, successfully delivering hundreds of projects for enterprise clients across diverse industries.

speedometer-1
0 %
FASTER TIME TO VALUE
target
0 %
PROJECTS FINISHED ON BUDGET
devices managed
0 +
CORE INFRASTRUCTURE ASSETS UNDER MANAGEMENT
handshake
0 %
CUSTOMER RETENTION