The assessment targets specific pain points such as repetitive manual data entry, inefficient handoffs, and system fragmentation. By analyzing criteria including approval cycles, information retrieval, and performance analytics, the platform maps how data moves through an organization. Users receive a diagnostic report that categorizes them into stages ranging from optimization-ready to those facing significant bottleneck challenges.

CEO Stephen Young noted that while many firms recognize the presence of inefficiencies, they often struggle to isolate the root causes. This tool is intended to bridge that gap, offering actionable recommendations tailored to a company’s current digital maturity. Whether an organization is just beginning to explore automation or looking to refine existing systems, the assessment serves as a baseline for streamlining accounts payable, contract management, and onboarding workflows.