Free self-assessment

Back-Office Automation Audit

Find out how many of your team's hours are locked up in manual back-office work — and which of it is ready to hand off to a system. Takes about 5 minutes.

Free · No sign-up · Results are yours to keep

Rate your back office

For each statement, rate how true it is for your team, from 1 (not true) to 5 (very true). The more it sounds like you, the more there is to automate.

1 = not true→5 = very true
Repetitive data entry. Your team spends hours each week on copy-paste, re-keying, or moving data between systems by hand.
1
2
3
4
5
Reports built by hand. Routine reports are assembled manually and eat real time every week or month.
1
2
3
4
5
Manual checks & compliance. Quality, data, or compliance checks rely on someone remembering to do them.
1
2
3
4
5
Disconnected tools. Your systems don't talk to each other, so people bridge them manually.
1
2
3
4
5
Process lives in people's heads. Key workflows aren't documented as a repeatable system — they depend on who's around.
1
2
3
4
5
Single points of failure. Work stalls when one specific person is out, because only they know how it's done.
1
2
3
4
5
Throwing people at volume. You bring on temps, interns, or extra help to survive seasonal spikes — audits, month-end, onboarding.
1
2
3
4
5
Little automation today. You're not yet using AI or automation for rules-based, repeatable tasks.
1
2
3
4
5

Your automation upside

Score
—
out of 40
32–40 — High upside. A lot of your team's hours are tied up in manual back-office work that's ready to automate.
20–31 — Real opportunity. Several workflows are strong candidates for automation right now.
8–19 — Fairly lean already. Targeted wins remain — worth a quick look to find them.

What you'd get from a full audit

This self-check tells you roughly where you stand. If you want the real version, I run a short, free diagnostic with your team and send back:

  1. A map of where your team's manual back-office hours actually go.
  2. The 2–3 highest-ROI automations to tackle first, ranked by payoff and effort.
  3. A rough build estimate for each, so you know what it'd take to make them disappear.
  4. An honest read on what's not worth automating yet — so you don't waste money.

Want the full audit?

It's free, and there's no pitch attached — just an honest read on where automation would pay off for your team. Send me your score and I'll take it from there.

contact@l-optimist.com