Why IntakeOS?
Find the right automation opportunities. Understand their value. Prepare them for delivery.
IntakeOS helps your automation center of excellence (COE) find opportunities, assess whether they are worth doing, and prepare them for delivery. It turns business interviews into qualified, prioritized opportunities your team can act on.
From a business request to a clearer decision
Interview the business with VARA
VARA, the AI interviewer, asks the people doing the work about their problem, how the process runs, and what a better outcome would look like. Follow-up questions help capture details a request form can miss.
Document the process
Turn interview answers into a structured process record and process map. Capture the steps, systems, decisions, and exceptions so business and technical teams have a shared starting point.
Check whether automation is the right answer
Separate an automation opportunity from a problem that needs a system or process fix first. The recommendation helps your team question the request before committing to a build.
Estimate business value
Use reported volumes, handling time, and costs to estimate the potential benefit and payback. Make the assumptions visible so the business can review the case before investing.
Assess feasibility and the likely approach
Review complexity, risk, data, and system access to understand what could make delivery difficult. Get a recommended approach to discuss with your delivery team, rather than assuming every problem needs a bot.
Prioritize the pipeline
Compare opportunities using consistent criteria for value, effort, and risk. Give the COE a ranked pipeline to review, rather than choosing only the loudest request or the easiest-looking project.
Prepare the delivery handoff
Bring the process, requirements, assessment, and recommended approach together in reports and process documentation. Give delivery teams context they can validate and develop further, instead of making them restart discovery.
A better starting point for the COE
Instead of “we need a bot,” receive the problem, the process, its potential value, the difficulties, and a recommended next step. Your COE can have a practical conversation about what to do next, with the business and delivery teams working from the same information.