Assess which workflows are ready for automation, RPA, workflow redesign or AI-assisted execution.

Automation Readiness Check

This is a practical directional diagnostic. It is not a certification, empanelment, audit or binding qualification. Use the score to decide whether to run a workshop, diagnostic or roadmap exercise.

Process suitability

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

1. Is the process stable and repetitive?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

2. Are rules and decision points documented?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

3. Is transaction volume sufficient to justify automation?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Data and systems

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

4. Are inputs digital and structured enough?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

5. Are source systems accessible?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

6. Are output requirements clearly defined?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Exception handling

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

7. Are exceptions predictable and categorized?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

8. Can humans intervene when needed?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

9. Are controls and audit trails required?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Business case

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

10. Are effort, cost, error or cycle-time baselines available?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

11. Is the expected benefit measurable?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

12. Is there a clear owner for benefits realization?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

Change readiness

Score each item honestly. A lower score is not a failure; it simply tells us where readiness work should begin.

13. Are users willing to adopt the redesigned workflow?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

14. Will roles or responsibilities change?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable

15. Is training and communication planned?1 - Not yet / unclear2 - Early informal clarity3 - Partially defined4 - Mostly defined and practiced5 - Strong, governed and measurable