1 Workflow Volume
How much repetitive work does your team handle?
How many hours per week does your team spend on repetitive, manual tasks?
How many people on your team do similar repetitive tasks?
2 Task Structure
How standardized and predictable are these tasks?
How consistent are the steps? Could you write a checklist for most of the work?
How much judgment is needed? Can a new hire do it after training?
3 Data & Systems
What's the current state of your tools and data?
Where does most of this work happen?
How clean is your data?
4 Error & Cost Impact
What's at stake when things go wrong?
How often do manual errors cause problems (rework, customer complaints, missed deadlines)?
What's your fully loaded cost per person doing this work?
5 Readiness
How prepared is your team for change?
Does leadership support process automation?
Have you automated anything before?