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IN THE NEWS
Ashling wins 2025 SS&C Blue Prism Global Innovation Award for the 3rd year in a row!
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We'll dive into AI Economics, Operating Model & Change Management strategies with tips and insights from Ashling & SS&C Blue Prism.

DISCOVER

Assess, Prioritize & Prove Value with Automation Discovery

7-1

We’ve had a great experience working with Ashling. They took the time to understand our business, were flexible to our needs, and worked exceptionally with our supply chain team to deliver the automations within a tight timeframe.

[The discovery with communications mining] was absolutely painless on our end of things. It was done within four weeks. We were the last automation initiative to start and the first to finish and show real impact.

Ashling combines deep automation expertise with a really strong understanding of our business. They are proactive, well-prepared for every interaction, and translate complex technical concepts into clear, actionable recommendations.

Group Solution Manager
Retail

Clear and concise communication. Utilized great tech experience combined with business understanding to provide obtainable efficiency goals.

EVP, Chief Information Technology & Security Officer
Banking
Their developers are very experienced and professional. They offered recommendations above and beyond.
AI Team, Developer
Healthcare System

Client Impact

85

boost in automation platform utilization

6.1

in potential value identified

50

reduction in time vs. previous automation solution

5

over 3 years
Automation Discovery Services
DISCOVERY SERVICES

Find Your Value First

Ashling's discovery approach aligns leaders on what “value” means, how it's measured, and identifies the highest-impact processes and use cases to achieve them. We'll help you:

  • Align on what matters, and why. Define your key value drivers and desired business outcomes, then recommend the right discovery approach to achieve them.

  • Find the work that will deliver those outcomes. With objectives set, we identify and analyze your business's capabilities, processes and readiness for change. Then, we work with your team to build a pipeline and roadmap that delivery can act on.

Choose Your Discovery Path

We help you choose the best discovery approach based on your business goals.

Put Your Plan Into Motion

Using insights from interviews, process intelligence, surveys, process deep-dives, and prioritization workshops, we surface a pipeline of automation opportunities tied to business value, so you know exactly where to invest next.

Readiness Assessment
Development Roadmap & Executive Readout

A value-ranked roadmap that connects objectives to a sequenced set of use cases, with an executive-ready narrative your leaders can fund, defend, and track.

High-level architecture review
High-level Architecture Review

A pragmatic review of your current-state architecture and constraints, plus guidance on what needs to be in place to support reliable delivery.

Development roadmap and executive readout
AI + IA Readiness Assessment

A clear, practical readout of your readiness to deliver automation safely and at scale across  governance (CoE), change Management, processes, and technology.

Driving Value for 300+ Leading Brands

Start Agentic AI the right way (3)
FREE GUIDE

Start Agentic AI the Right Way, with One Use Case That Actually Proves Value

Explore Ashling’s practical guide to picking the right Agentic AI use case, proving value in weeks, and turning that win into a repeatable roadmap you can scale with confidence.

From Discovery to Successful Automation Programs

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Discovery FAQs

What are Ashling's Discovery Services?

Ashling Discovery Services help you decide what to improve first and how to do it. We map value, identify the best processes to target, and produce a prioritized roadmap tied to business outcomes.

We provide three approaches to discovery:

Discovery with Communications Mining Analytics is a way to turn inbox traffic into clear categories, volumes, and patterns. We identify what customers, partners, or employees ask for most, then surface the best automation opportunities and validate one with a pilot.

Discovery with Process Intelligence is a way to use system event data to map how work actually flows end-to-end. We build a “digital twin” of the process, then identify where delays, rework, and bottlenecks are created so you know what to fix first.

The Discovery Diagnostic is a structured approach to build a prioritized pipeline and roadmap across departments. We assess impact, feasibility, and readiness so your team can move from ideas to a plan that is practical to deliver and maintain.

Why should we do discovery before we automate?

Discovery helps you avoid building the wrong thing. It makes sure you are solving the right problems at the right time, with a plan you can deliver confidently.

What does discovery help us do that we cannot do today?

Discovery aligns teams on priorities, gives you a clear picture of where value is hiding, and turns ideas into a sequenced plan that reduces risk and speeds up results.

How does discovery reduce project risk?

Discovery confirms feasibility early. It surfaces data gaps, system constraints, process complexity, and change management readiness before you build, so you do not get stuck mid-project.

How does discovery accelerate time-to-value?

Discovery identifies the fastest paths to impact and removes ambiguity upfront. That means your delivery team spends less time debating and reworking, and more time implementing and optimizing.

What should we do to prepare for a discovery engagement?

To get the most value quickly, we ask for a few simple inputs up front:

1) Confirm your executive sponsor
Choose a leader who can align priorities, unblock decisions, and keep the engagement moving.

2) Commit to the workshops
Make sure key stakeholders can actively participate in working sessions. Discovery works best when decisions happen in the room.

3) Select 3–5 functions to include
Identify 1–2 reps per function who know the day-to-day process and can share real examples, exceptions, and pain points.

4) Bring basic cost data
Ask your HR or Finance lead to provide FTE cost inputs so we can size value accurately and compare opportunities fairly.

5) Complete the intake pre-work
The process intake document captures a process inventory grounded in how work is actually done—enabling us to identify and qualify automation opportunities without bias. From there, we collaborate to optimize and reimagine processes for maximum impact.

What do we do after a discovery engagement?

After discovery, we move you into a steady operating cadence that keeps value delivery predictable, keeps the pipeline healthy, and helps the program scale across teams and business units without losing control.

The Operating Cadence is built on four disciplines:

1) Financial Value Management
We treat value like a financial commitment, not a retrospective metric. Value is planned up front, validated at key checkpoints, and tracked quarterly to keep a clear line from platform usage to business outcomes.

2) Roadmap, Pipeline, and Ongoing Discovery
We maintain a rolling 12-month, value-backed pipeline. Discovery continues, but it is governed, so expansion into new teams and processes stays controlled and repeatable.

3) Delivery and Execution Discipline
We set quarterly delivery expectations and sequence work based on value, not convenience. This creates accountability and ensures execution decisions match the value commitments you have made.

4) Licensing and Platform Consumption
We actively manage utilization, capacity, and adoption signals to prevent renewal surprises, reduce scale risk, and confirm you are maximizing what you already own before expanding.

Takeaway: Discovery gets you the roadmap. The Operating Model makes sure you deliver on it, quarter after quarter. Value is managed as an ongoing commitment, which is what enables sustainable growth at scale.

How do we sustain, improve, and scale our automation program?

We sustain and scale by keeping the right conversations happening with leadership, on a predictable cadence. When goals, metrics, and decisions stay connected, adoption becomes natural and expansion stays controlled.

1) Business goals and metrics
We tie automation work to the KPIs leadership already cares about, like throughput, cost per unit, quality, and labor productivity. Those metrics connect directly to OKRs and the roadmap, so platform usage stays linked to outcomes the business is actively tracking.

2) Insight, benchmarking, and decision support
We review trends vs plan, compare performance to peers, and normalize productivity metrics so leaders can answer questions like: “What should capacity and staffing look like for an organization like ours?” We also use a consistent tech decision framework to match use cases to platform capabilities and ensure current licenses are fully leveraged before adding tools.

3) Strategic alignment, operating model, and partnership
As the program grows, we keep alignment tight across executive, program, and project levels. Pod-based resourcing by domain and value stream makes scaling structured, not chaotic. And we stay aligned with software partners to bring market perspective and new platform capabilities into roadmap decisions.

Program enablers
These are the repeatable mechanisms that keep decisions consistent as you scale: disciplined tech selection, scalable delivery structure, and clear governance.

Takeaway: As business goals evolve, automation priorities evolve with them, guided by metrics, insight, and peer perspective.