Is this process ready to automate? A one-page checklist
Work through these questions for one process at a time. If you answer "no" to several, fix the process first.
About the process
- Can you write the steps down in order, without "it depends"?
- Does it happen often enough that saving time on it matters?
- Do you know roughly how long it takes today, and how often it goes wrong?
About the information
- Is the information it needs available in a system or a spreadsheet, not only in someone's head?
- Is that information reasonably accurate and consistent?
About the people
- Is there one person who owns the process and can decide what "done" looks like?
- Do you know which cases must always go to a person?
About the tools
- Do the tools involved allow another system to connect to them?
What to do next
Pick the process where most answers are yes, write down its steps and current time, and start with the simplest version. The article on choosing the first process to automate explains why.
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