Automation Opportunity Audit (Onboarding)

Automation Opportunity Audit (Onboarding)

1. 01

   Map the client's repetitive workflows across departments

   Interview department heads and observe daily operations to identify rule-based tasks that consume more than 10 hours weekly. Prioritize processes with high volume and low exception rates.

2. 02

   Score each candidate process for automation fit

   Use a scoring matrix that weighs task frequency, rule-based nature, system access stability, and error cost. Aim for processes that score above 70 out of 100 to ensure meaningful ROI.

3. 03

   Estimate effort and licensing costs for each shortlisted process

   For enterprise platforms like Automation Anywhere, factor in per-bot licensing and governance overhead. For lightweight tools such as BrowserAct, consider per-usage or subscription pricing. Calculate total cost of ownership over 12 months.

4. 04

   Evaluate data privacy and security implications

   Check whether any process touches personally identifiable information or regulated data. If cloud AI APIs are involved, review whether self-hosting is necessary to meet compliance obligations.

5. 05

   Select the first automation use case and define success metrics

   Choose a process that delivers quick wins, ideally within 4-6 weeks. Define baseline metrics like hours saved, error reduction, and processing time before building anything.

6. 06

   Document the chosen process in a detailed process definition document

   Include step-by-step instructions, decision trees, system interactions, and exception handling. This document serves as the blueprint for the automation build and future maintenance.

7. 07

   Present the automation roadmap to the client with phased delivery

   Show the prioritized list of processes, expected ROI per phase, and resource requirements. Get sign-off on the first phase before proceeding to implementation.