Assessments

Two questions, answered from how the work is actually performed.

How many people does the work need, and when? Which AI use cases and automations should you pick? Both answered from two to four weeks of continuous desktop measurement with OLi, for a fixed fee.

Not interviews, which change how people work while you watch. Not a read-out of the ticket tracker. Measured — which is why the numbers hold up when finance asks where they came from.

Pricing

Fixed fee. Stated up front.

  • Single-Team Snapshot

    $4,950

    The fastest way to see what measuring actually gives you.

    One team, up to 15 seats · 2 weeks

  • Workforce Assessment

    $12,500

    How many people does this work actually need — and when?

    One team, up to 40 seats, 1–2 sites · 3 weeks

  • AI & Automation Assessment

    $15,000

    Which AI use cases and automations should you pick — ranked by measured hours?

    Up to 75 seats, 1–2 sites · 4 weeks

  • Workforce + AI & Automation Assessment

    $22,500

    Both answers from one measurement period.

    Up to 75 seats, 1–2 sites · 4 weeks

  • Enterprise program

    From $25,000

    Multiple teams, sites, or functions — one staffing picture across all of them.

    76+ seats or 3+ sites · Scoped

  • Portfolio Program

    $55,000

    For private equity: a measured value-creation baseline across recently acquired companies, converted to an EBITDA range for each 100-day plan.

    Up to 3 companies, 75 seats each · 4 weeks

60-day fee credit. 100% of the assessment fee is credited toward your first-year OLi deployment and implementation if you sign within 60 days of the readout. Fixed fee, no free trials.

Assessment 1 · Workforce

Workforce Assessment

How many people does this work actually need — and when?

For contact centers, customer care, and any team that works a queue: how busy each person is, hour by hour, against when the work actually arrives — then the headcount the work needs and a schedule that covers it.

Seats
One team, up to 40 seats, 1–2 sites
Measurement
3 weeks
Fixed fee
$12,500
See the sample report →

What it answers

  • Occupancy per person and per hour, against your target
  • When work actually arrives versus when people are online — coverage by hour of day and day of week
  • Spare hours and short hours across the week
  • Shrinkage versus plan
  • Handle time as measured at the desktop versus handle time as logged
  • A right-sized headcount ladder — and what breaks at each step
  • A re-staggered schedule that puts people online when the work arrives
  • Guardrails for the new schedule: leave, breaks, and overtime triggers

What you receive

  • Written report with hour-by-hour occupancy and coverage
  • Headcount ladder with the service-level risk at each step
  • Proposed re-staggered schedule and guardrails
  • Executive readout with your operations leadership
  • Implementation plan for the changes you choose to make

Assessment 2 · AI & Automation

AI & Automation Assessment

Which AI use cases and automations should you pick — ranked by measured hours?

For teams deciding where AI and automation should go first. The repeatable patterns that eat the hours — copy/paste between systems, re-keying, lookups, drafting — ranked by measured hours, with what each one would save and require.

Seats
Up to 75 seats, 1–2 sites
Measurement
4 weeks
Fixed fee
$15,000
See the sample report →

What it answers

  • Which AI use cases and automations to pick, ranked by measured hours per month
  • The repeatable work patterns behind them, who performs them, and how many hours per month each consumes
  • Swivel-chair work — copy/paste between systems that do not talk to each other
  • Savable hours by use case, as a range from conservative to moderate
  • What each use case needs: an API, a service account, a human-approved desktop automation, or a file pipeline
  • Shadow AI — where work is being pasted into public AI tools, and the governance findings that follow
  • Sequencing: quick wins that need only an existing connector come first
  • What your team has to provide for each automation to go live

What you receive

  • Written report ranking AI use cases and automations by measured hours per month and savable hours
  • Per-use-case requirements and dependencies
  • Shadow-AI and data-governance findings
  • Sequenced implementation roadmap
  • Executive readout with your operations and IT leadership

Up to 75 seats, 1–2 sites · 4 weeks

Workforce + AI & Automation Assessment

Both answers from one measurement period.

The full Workforce and AI & Automation reports from a single measurement period — so the headcount recommendation already accounts for the hours AI and automation will take back.

$22,500

76+ seats or 3+ sites · Scoped

Enterprise program

Multiple teams, sites, or functions — one staffing picture across all of them.

Above 75 seats or across 3 or more sites. $25,000 covers up to 150 seats across 2 sites; beyond that, $7,500 per additional 75 seats and $2,500 per additional site, confirmed on the call.

From $25,000

Up to 3 companies, 75 seats each · 4 weeks

Portfolio Program

For private equity: a measured value-creation baseline across recently acquired companies, converted to an EBITDA range for each 100-day plan.

Up to three portfolio companies of up to 75 seats each; $17,500 for each additional company. A report per company, plus a portfolio roll-up and a ranked 100-day list.

$55,000

Who it’s for

Same measurement. Three kinds of buyer.

Operating companies

Your own contact center, customer care, or back office.

  • Cut overtime and hit service levels without adding headcount
  • Pick the AI use cases and automations that return measured hours
  • Know how much work is going into public AI tools

From $4,950 · fixed fee

Private equity

A value-creation baseline across recently acquired companies.

  • Measured, savable hours per company — converted to an EBITDA range
  • A ranked 100-day list: what to automate, re-staff, or govern first
  • One security package; each company approves its own seats

Portfolio Program · $55,000 for 3 companies

BPO & outsourcing providers

Evidence of productivity on each client program.

  • Measured results for each client’s business reviews
  • Billed hours kept separate from overhead — so efficiency grows margin and capacity, not lost revenue
  • Start with the first program its client approves; extend from there

Start with 1–2 programs at the fixed fee

Why continuous measurement

Measured for weeks, across everyone, so the data settles.

Interviews, workshops and observation studies change the behavior they are trying to capture. Trackers and surveys record what people entered — rounded, backfilled, sometimes gamed.

OLi measures passively at the desktop: which applications, which steps, for how long, and how much that varies between people doing the same job. Your system data becomes the point of comparison, not the source of truth.

Weekly total active hours · ~185 staff · one month
avg0±4% bandWeek 1: inside the ±4% bandWeek 1Week 2: inside the ±4% bandWeek 2Week 3: inside the ±4% bandWeek 3Week 4: inside the ±4% bandWeek 4

If being measured changed how people worked, week one would spike and then fade. It doesn’t: all four weekly totals land within roughly ±4% of the monthly average. The data settles because the measurement is passive and runs for weeks, across everyone.

Real customer data, anonymized. The ±4% band is actual; bar heights are illustrative.

Self-logged minutes per case · same case mix · one team
  • Agent 01
    < 3 min
  • Agent 02
    < 3 min
  • Agent 03
    < 3 min
  • Agent 04
    < 3 min
  • Agent 05
    < 3 min
  • Agent 06
    < 3 min
  • Agent 07
    > 15 min
  • Agent 08
    > 15 min
  • Agent 09
    > 15 min

Six agents logged under three minutes per case; three logged over fifteen — for the same case mix. That made the tracker’s own occupancy report meaningless. Only measuring the work at the desktop shows how long it really takes.

Anonymized example. Bar lengths are illustrative.

Scope. Measure. Report. Implement. Re-measure.

How an assessment runs, week by week →

What you provide

Five things from your side.

  • A scoping call with the operational owner of the team in scope
  • Installation of the OLi agent on the in-scope Windows or macOS desktops
  • Security review support — a named contact in IT or security; we provide the architecture and data-flow documentation and answer your questionnaire
  • For the Workforce Assessment: your current schedule and service-level or occupancy targets, so the report can compare plan to what was measured
  • An executive sponsor for the readout

Privacy

About the work, not the person.

  • Anonymized at capture

  • Per-tenant boundary

  • Private inference

Read the full privacy architecture →

What buyers ask

Frequently asked

How long is the scoping call, and what should we do before it?

Thirty minutes, occasionally up to an hour for larger or multi-company programs. To keep it to thirty, fill in the five-minute pre-assessment first: what the team does, which of its activities are directly tied to revenue and which are back office, how that work is paid for, and the systems it runs in. You leave the call knowing which assessment fits — or whether you need one at all — the fee, what could slow the install in your environment, and a realistic start date. A written scoping summary and draft proposal follow.

What is the Single-Team Snapshot, and who is it for?

It is the entry point: $4,950, one team of up to 15 seats, two weeks of continuous desktop measurement, and a written report. It answers where the hours actually go, names the three largest recoverable patterns in hours per month, and says plainly whether a full assessment is worth doing — including when the answer is no. It skips the executive readout and the deeper analysis a Workforce or AI & Automation Assessment includes, which is why it costs a third as much. The whole fee is credited if you move up to a full assessment within 60 days of the report, so choosing it costs nothing but time.

Why not just use our WFM or ticketing data?

Because self-logged fields rely on what people enter, not how the work was performed. Handle times, ticket timestamps, schedules, and self-reports can be entered late, rounded, or gamed, and they miss everything that happens between system events. In one team, six agents logged under three minutes per case and three logged over fifteen minutes for the same case mix — so the tracker's own occupancy report was meaningless. Dataken measures the work continuously at the desktop and uses your system data as a comparison, not as the source of truth.

Won't people change how they work if they know they're being measured?

At first, some may — that is the observer effect, and it is why interviews, workshops, time-and-motion studies, and a consultant watching over a shoulder give you a distorted picture. Dataken's measurement is different in two ways. It is passive: the OLi agent runs in the background on every in-scope desktop, so there is no one to perform for. And it runs for weeks, across the whole team, so any early change in behavior wears off and the data settles. We check this in every report: weekly totals typically land within a narrow band, with no first-week spike — in one month of telemetry across roughly 185 staff, all four weekly totals landed within roughly ±4% of the average. Data is anonymized at capture, and findings describe the work — hours, patterns, coverage — not a ranking of individuals.

How long does an assessment take?

The measurement period is three weeks for a Workforce Assessment and four weeks for an AI & Automation Assessment, the combined assessment, or a Portfolio Program. The clock starts once the OLi agent is installed on the in-scope desktops. What usually sets the start date is your security review: in regulated teams it can take longer than the measurement itself, so we start it in parallel with contracting, send the security package up front, and verify capture on a small pilot before the measurement period begins. The written report and executive readout follow the measurement period.

Does it work if our team works in Citrix or VDI?

Yes, with one extra step. The OLi agent has to run inside the virtual session where the work is done, not on the thin client in front of it. We agree with your desktop engineering team on whether it goes into the VDI image or on the session host, and verify capture on a pilot seat before the measurement period starts. Mixed teams — some local, some virtual — simply get both install paths, with one of each in the pilot.

Some of the work runs on a mainframe or green-screen system. Can you measure it?

Yes, and it is often where the swivel-chair work hides — looking something up on a terminal screen and re-keying it into a newer system. Terminal screens carry less window detail than modern apps, so we include a terminal-emulator seat in the pilot and confirm what is captured before measurement begins. Terminal work is also frequently automatable, with a person approving each posting.

Our team handles PHI, card data, or financial data. Can you still measure it?

Yes. Activity is anonymized at capture, held inside a per-tenant boundary, and any model inference runs privately in zero-retention mode, so findings describe the work, not the patient, the card, or the customer. We prepare the data processing agreement — and a business associate agreement where PHI is involved — before your security review, not during it. Teams that handle regulated data also tend to get one finding they did not ask for: how much work is being pasted into public AI tools.

We need employee notice or works council consultation first. Is that a problem?

No — plan for it rather than around it. We provide an employee notice template and the anonymization model in week 0. Where a works council or union must be consulted, start that before contract signature: it can add weeks, and it is easier to agree on what is captured up front than to change it later.

We are a private equity firm. Can you assess several portfolio companies at once?

Yes — that is the Portfolio Program: $55,000 for up to three portfolio companies of up to 75 seats each, $17,500 for each additional company, four weeks of measurement. Each company gets its own Workforce + AI & Automation report; you get a portfolio roll-up that converts measured, savable hours into an annual EBITDA range from each company’s loaded labor cost, and a ranked 100-day list per company. Each company’s approver signs off its own seats, from one shared security package, and measurement starts with the first approvals rather than waiting for all.

We are a BPO. Can you measure our client programs?

Yes — and we start with the question most vendors skip. If your clients pay for the hours or FTEs you provide, efficiency on billed work can reduce revenue, so the pre-assessment and scoping call separate billed work from the overhead around it. Savings aim first at the non-billable time — internal email, re-keying into your QA or billing trackers, admin — and at freeing capacity to take on new programs without hiring, not at shrinking what clients are billed for. Each client program gets its own measured evidence for that client’s business reviews. The desktops, data and often the VDI belong to each end client, so each program needs its client’s approval; we send one security package every approver can reuse and start with the first program approved. Many BPOs start with one or two programs of up to 75 seats at the fixed fee.

What does the 60-day fee credit mean?

If you sign a first-year OLi deployment and implementation within 60 days of the readout, 100% of the assessment fee is credited against it. A $15,000 AI & Automation Assessment, for example, takes $15,000 off the first year. If you decide not to proceed, you keep the report and there is no further obligation.

Is this employee monitoring?

No — it is measurement of the work, not surveillance of the person. Activity is anonymized at capture, held inside a per-tenant boundary, and analyzed with private inference. There is no keystroke logging and no full-screen recording. Findings are reported in aggregate — by team, hour, and work pattern — and where a report shows per-person load, such as occupancy, it is there to show how work is distributed across the team, not to rank individuals. The purpose is to decide staffing, schedules, and automation, and we recommend telling the team in scope what is being measured and why.

Is there a free trial, and does the guarantee apply to the assessment?

No free trials, and no — the guarantee does not apply to the assessment. Assessments are fixed-fee because they require a real deployment, a security review, and weeks of continuous desktop measurement to produce defensible numbers; the fee is credited toward deployment if you sign within 60 days of the readout. The guarantee — 10% more productive time in 30 days, measured against a baseline agreed at kickoff — belongs to the other way to start: skipping the assessment and deploying OLi directly. It is one path or the other.

What happens after the report?

You decide what to act on. If you proceed, Dataken implements the changes — OLi skills and automations at the desktop, help and training at the point of work, schedule changes, governance fixes — and then re-measures with the same instrument that produced the baseline, so the result is measured rather than estimated.

What is task mining, and how is it different from process mining?

Process mining reconstructs a process from the event logs your systems already record. Task mining measures what happens on the desktop between those system events — the spreadsheet, the PDF, the three browser tabs, the copy-paste. Most cycle time lives in that gap, which is why process mining alone routinely under-reports the real cost of a process. Dataken's assessments are built on task mining at the desktop.

We have already run Lean or Six Sigma. What is left to find?

Lean programs find what observers can see, and people work differently while someone is watching. They systematically miss the private workarounds — the personal spreadsheet, the saved search, the reference document on the second monitor — because those are invisible during observation and unreported in interviews. Those workarounds are usually the bulk of what continuous desktop measurement surfaces, and the process often depends on them.

Where is Dataken located, and do you work outside Texas?

Dataken, Inc. is a Texas corporation headquartered in the Dallas–Fort Worth metroplex — our only office. Because the OLi agent is desktop software deployed to your endpoints, assessments are delivered remotely across the United States. On-site sessions in the DFW corridor can usually be arranged within the same week.

Start with a scoping call.

Thirty minutes: which team, which question, how many seats. We’ll tell you which assessment fits — or whether you need one at all.

You leave the 30-minute call with

  • Which assessment fits — or whether you need one at all
  • The fixed fee, or an indicative fee for enterprise and portfolio programs
  • What could slow the install in your environment — Citrix or VDI, mainframe screens, unmanaged devices, security review, client or portfolio approvals — and how we handle each
  • A measurement plan and a realistic start date, followed by a written scoping summary and draft proposal

Five minutes before it: the pre-assessment

  • What the team does, how many people, how many sites
  • Which activities are directly tied to revenue, and which are back office
  • How the work is paid for — if clients pay for your people’s hours, efficiency can cut revenue, and we scope around that from the start
  • The systems the team works in, and whether any of it runs through Citrix or VDI
Fill in the pre-assessment →