Automation Opportunity Scoping (Onboarding)

Automation Opportunity Scoping (Onboarding)

1. 01

   Inventory the client's repetitive workflows across departments

   Map tasks that consume more than 10 hours weekly per employee and follow clear rules, such as data entry, invoice matching, or report generation.

2. 02

   Score each workflow for automation fit using rule complexity and exception rate

   Prioritize processes with stable rules and fewer than 20% exceptions; flag those requiring judgment for agentic tools rather than classic RPA.

3. 03

   Assess the client's compliance and security constraints early

   Determine if data residency, audit logging, or human approval gates are mandatory, which will narrow platform choices to enterprise-grade suites.

4. 04

   Estimate the effort-to-value ratio for each candidate workflow

   Calculate hours saved per month versus setup and maintenance cost, aiming for a payback period under six months to justify the engagement.

5. 05

   Identify integration points and legacy system limitations

   Check whether APIs exist or if UI-level automation is required; note any systems with frequent layout changes that could break scrapers.

6. 06

   Draft a phased roadmap starting with one high-confidence pilot

   Select a single workflow with measurable outcomes for the first sprint, then expand to adjacent processes after proving value to the client.

7. 07

   Document assumptions about data quality and process stability

   Record current error rates and data formats so the client understands what automation can and cannot fix without upstream cleanup.