Document Automation ROI Baseline (Onboarding)

Document Automation ROI Baseline (Onboarding)

1. 01

   Map the client's current document workflows end to end

   Identify every manual touchpoint for contracts, invoices, and forms, noting the volume per week and the staff hours each consumes.

2. 02

   Quantify the cost of manual processing

   Calculate the fully loaded labor cost per document, including review, correction, and follow-up time, to establish a baseline for savings.

3. 03

   Select a pilot process with measurable outcomes

   Choose one high-volume, low-complexity workflow, such as invoice capture or standard contract intake, where automation gains are easiest to demonstrate.

4. 04

   Define success metrics with the client

   Agree on specific targets for cycle time reduction, error rate, and cost per document, and set a timeline for measurement.

5. 05

   Document the current state with screenshots and logs

   Capture before-automation data, including timestamps and error logs, to serve as the comparison point for the post-implementation review.

6. 06

   Establish a governance and compliance checklist

   Confirm which regulations apply, such as ESIGN or 21 CFR Part 11, and verify that the chosen platform, whether DocuSign, Juro, or Documenso, meets those requirements.

7. 07

   Set up a shared dashboard for tracking ROI

   Create a simple spreadsheet or use the platform's analytics to track the agreed metrics weekly, so the client sees progress without waiting for a final report.