A Starter's Guide to Process Automation
A practical guide to assessing which processes are automation-ready and rolling them out in the right order.
- The 4 criteria that mark a process as automation-ready
- A simple impact/effort matrix we use to prioritize processes
- Common pitfalls to avoid when picking your first pilot
- A short checklist to run through before going live
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The guide shows how to base an automation decision on a measured process rather than a tool search: how to build your process inventory in a single session, the four criteria that make a process automation-ready (repetition, stability, rule clarity, verifiability), and how to score them out of 12. From there it covers the impact/effort matrix that picks which ready process to start with, the six traps people fall into when choosing a first pilot, a day-by-day two-week pilot plan, and the checklist to clear before going live.