Transparent
The formulas, assumptions, scoring, and limitations remain visible.
RFree operations resources
Useful before you hire anyone.
Twenty-one tools, templates, workflow breakdowns, and field guides to measure the work, choose a path, scope it clearly, and operate it without silent failures.
Browse practical guides and tools01Featured starting points
Start with a number, a score, or the rules.
These four resources turn an unclear operational problem into something your team can inspect and discuss.
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Interactive calculatorManual Work Cost Calculator
Turn frequency, handling time, people, rework, and labor cost into a transparent annual baseline.
Calculate the baseline02
Interactive scorecardAutomation Opportunity Scorecard
Assess whether a process looks ready for automation, needs feasibility work, or should be improved first.
Score a process02Practical guides and tools
Follow the work all the way through.
These resources answer narrower buyer questions: how the workflow should operate, which connection method fits, where the backend should live, and whether an input file is structurally ready.
Workflow breakdowns
Follow a real trigger through rules, controls, exceptions, and evidence.
3 RESOURCESW1
Workflow breakdown · 8 minute readUKG payroll check shipping labels
A controlled operating pattern for identifying check locations, applying carrier defaults, creating labels, and preventing duplicate shipments.
Use this resourceW2
Workflow breakdown · 9 minute readPayroll to general ledger
See the mappings, validation gates, exception paths, and reconciliation evidence needed before payroll reaches accounting.
Use this resourceW3
Workflow breakdown · 8 minute readScheduled file integration
How scheduled exports, SFTP, file controls, archives, and safe reprocessing can connect legacy and vendor systems.
Use this resourceDecision guides
Choose a connection or ownership model using operating requirements instead of buzzwords.
2 RESOURCESD1
Decision guide · 10 minute readAPI vs. SFTP vs. scheduled export
Compare timing, control, access, failure recovery, and maintenance without treating an API as the automatic answer.
Use this resourceD2
Decision guide · 9 minute readSelf-hosted vs. managed automation
Compare client-hosted, CohesaOps-managed, and co-managed structures across access, maintenance, monitoring, recovery, and exit planning.
Use this resourceInteractive checks
Test a starting assumption directly in the browser before a project begins.
2 RESOURCEST1
Interactive tool · 3 minutesIntegration Path Selector
Answer five operating questions and get a transparent starting path: API, webhook, SFTP, scheduled export, CLI, or feasibility first.
Use this resourceT2
Local-only file check · Under a minuteCSV Readiness Checker
Check headers, row widths, identifiers, blank columns, whitespace, and spreadsheet-formula risks entirely inside the browser.
Use this resource03Field-guide library
Do the homework before the project starts.
Each guide answers a specific question that otherwise becomes an expensive surprise during scoping, delivery, or go-live. Every download is editable and free to use internally.
Decide what is worth automating
Find the process that is quietly costing the most, and confirm it can actually be automated before anyone quotes a build.
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Worksheet · 60 minutes with the teamProcess inventory worksheet
A structured way to list the repetitive work across a team in about an hour, score each item on the four factors that predict a successful automation, and rank what to do first.
Use this resource02
Checklist · 20 minutes per processAutomation readiness checklist
Failed automation projects rarely fail on the code. They fail because the rules were never written down, the access did not exist, or nobody agreed what finished looked like. Run this before anyone quotes a build.
Use this resource03
Guide · 45 minutes after the calculatorBuilding the business case
The calculator produces a figure. This turns that figure into an argument that survives the questions finance actually asks—and tells you when the honest answer is that the automation is not worth buying.
Use this resourceScope it so it cannot drift
Get the vendor access, the field decisions, and the definition of done in writing before work starts.
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Template · 10 minutes to sendVendor API access questions
Integration feasibility is decided by what your vendor actually provides on your current plan—not by what the product page implies. These questions surface the real constraints, plus an email you can send today.
Use this resource05
Template · 45 minutesAcceptance criteria & scope
Most disputes on automation projects are disagreements about what "finished" meant. Acceptance criteria fix that in advance by describing observable results instead of intentions.
Use this resource06
Worksheet · 2 to 4 hours per integrationField mapping template
The field map is where an integration is really designed. It records what moves, what it becomes, which system wins a conflict, and what happens when a value is missing.
Use this resourceRun it without surprises
The checks and failure procedures that keep an automated process trustworthy after go-live.
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Template · 90 minutesException handling runbook
Every automation will hit a record it cannot process. The difference between a trustworthy automation and a dangerous one is whether that record becomes a visible, owned exception or a silent gap.
Use this resource08
Checklist · 30 minutes per run manuallyPayroll pre-flight audit
A payroll correction can cost more than a disciplined review that prevents it. These are the comparisons a pre-flight audit performs, whether a person runs them or an automation does.
Use this resource09
Checklist · 20 minutes to adoptMonth-end reconciliation
A reconciliation that cannot be re-performed by someone else is not finished. This covers the sequence, the evidence, and the exception discipline that makes a close repeatable.
Use this resourceShared language
Plain-English reference so operations, finance, and technical teams describe the same project.
1 RESOURCESR1How these are built
No inflated savings claim hiding behind a form.
Immediately useful
Every calculator, score, and guide is readable in full on the page. Files ask only for a name and work email.
Operational
The output can move directly into discovery, feasibility, or an internal review.