What shapes the cost of an automation project?
Hydamedia · Planning worksheet

Use the same one-page brief to compare two proposed approaches. Mark any excluded work, uncertain dependency or running cost before discussing the headline price.

1. List one workflow and its systems.
Your notes:


2. Name required reviews and exceptions.
Your notes:


3. Separate implementation from running costs.
Your notes:


4. Ask for acceptance criteria and handover details.
Your notes:


A concrete output to aim for
A like-for-like quote brief separating one-time delivery, subscriptions and usage, support coverage, exclusions and the evidence required at acceptance.

Decisions to discuss
Ask for the same scope and exception tests in each proposal. Resolve omitted running costs or unclear handover before comparing the headline fees.

Current tools:
Workflow owner:
Questions for discovery:

Use general examples. Keep confidential customer information out of an initial enquiry.