Service
Strategy Consulting &
Automation Operating Model
Before you automate, you need an answer to the most important question: How do we approach automation systematically across our organisation? We help you build the strategy, governance, and organisational structure that turns isolated projects into a scalable program.
The Reality
Why 70% of automation programs never get past the pilot phase
Most companies don’t fail because of the technology. They fail because nobody has an answer to the organisational questions.
Which processes first?
200 processes in the organization, but which 5 deliver the highest leverage? Without systematic prioritization, the loudest stakeholder’s process gets automated. Not the one that saves the most money.
Who is responsible?
IT says “the business must define the processes.” The business says “IT must implement.” Result: nobody drives. Without clear governance, roles, and decision authority, automation projects stall.
How do we scale?
The first bot is running. But what now? How does a pilot become a program? Who operates the bots? Who identifies the next processes? How do we measure success? Without an operating model, the pilot stays a pilot.
How We Solve It
From "How do we start?" to a scalable program
We guide companies from initial orientation to an established Automation Operating Model –
drawing on experience from over 100 automation programs.
Automation Strategy
Where do you stand today? What’s the target state? Which processes offer the greatest leverage? We develop an automation strategy aligned with your business objectives, not our technology.
Governance & Organisation
Who decides what? Who identifies processes? Who prioritises, implements, and operates? We build the governance structure with you, from the steering committee to the centre of excellence.
Scaling & Embedding
From pilot to program. We define the processes, methods, and KPIs that make automation scalable and measurable, so after the first success, the second, third, and tenth follow.
The Framework
The Automation Operating Model
An AOM defines everything needed to run automation sustainably across the enterprise, not just to deliver the first project, but to build a permanently functioning program.
| Building Block | What We Define | Why It Matters |
|---|---|---|
| Automation Strategy | Vision, target state, ambition level, scope, strategic alignment with business objectives | Without strategy, the wrong processes get automated — and the board loses interest |
| Process Identification & Prioritization | Systematic evaluation of all candidates by effort, benefit, complexity, strategic relevance | The right process first determines the success of the entire program |
| Governance & Decision Structure | Steering committee, roles, decision authority, escalation paths, budget ownership | Without clear governance, automation remains a side project between IT and business |
| Center of Excellence (CoE) | Setup, staffing, responsibilities, interaction with business units, build-vs-buy decisions | The CoE is the engine. Without it, there's no operational capacity for scaling |
| Methods & Standards | Development standards, naming conventions, testing, documentation, deployment processes | Standards prevent every automation from becoming a one-off that nobody can maintain |
| Technology Architecture | Platform selection, infrastructure, security, integration into existing IT landscape | The right platform for your context — not the one the vendor recommends |
| Change Management | Communication, stakeholder management, training, cultural change, resistance management | Employees decide whether automation is adopted or sabotaged |
| KPIs & Success Measurement | ROI model, FTE savings, cycle time, error rate, customer satisfaction, adoption rate | What you don't measure, you can't manage — and can't justify to the board |
In Practice
Without Strategy vs. With Operating Model
Two companies, same budget, same ambitions – different outcomes.
- CEO says "We need RPA"
- IT buys licenses
- A pilot starts — some random process
- Pilot takes 9 months instead of 3
- Nobody knows what comes next
- Bot runs, but nobody operates it
- Board asks: "What's the actual ROI?"
- Strategy workshop: target state and top 10 processes
- Governance defined: CoE, steering, roles
- First process: highest financial lever, fast to implement
- In production after 4 months
- Pipeline: next 5 processes already prioritized
- Managed Services: bot runs 24/7, SLA guaranteed
- Board receives ROI dashboard — €500K saved
Our Approach
From initial assessment to a running program
No rigid 6-month plan. A pragmatic approach that delivers quick early results, while simultaneously building the foundation for scaling.
Phase 1–2: Strategy & Quick Wins (4–8 Weeks)
- Maturity assessment: Where does your organisation stand today?
- Process screening: 20–50 candidates identified and evaluated
- Top-5 prioritisation by financial lever, feasibility, and risk
- Automation strategy and roadmap for 12–24 months
- Business case for the first process, with solid numbers
- First implementation starts in parallel with strategy work
Phase 3–4: Operating Model & Scaling (3–6 Months)
- Build governance: steering committee, CoE, roles defined
- Establish standards: development, testing, documentation, deployment
- Technology architecture: platform, infrastructure, security
- Change management: communication, training, stakeholders
- KPI framework: ROI model, dashboard, board reporting
- Managed Services: transition to steady-state operations
Typical Results
What Our Clients Achieve with an AOM
Why Lunatec
Not just consultants - implementers
The critical difference: we don’t just advise, we also implement. Your strategy doesn’t end in a PowerPoint – it ends in running automations with measurable ROI.
Strategy
AOM, Roadmap, Business Cases
Implementation
Managed Services
120+ Clients
Ready?
You know automation matters.
But how do you start?
Let’s assess together in 30 minutes where your organization stands, and what the fastest path to a scalable automation program looks like.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
WHAT YOU GET IN THE DISCOVERY CALL
Identify your best use cases
Based on your industry and process landscape
Calculate concrete ROI
In Euros, FTE equivalents and time savings
Show examples from your industry
Real results of comparable companies
Define timeline and next steps
Concrete roadmap, no vague promises