Free Assessment Tool

Process Assessment Tool

Pick a task or process that you consider to be repetitive. Answer the questions below to get an estimate of automation potential and ROI for your process.

Section 1

Input Types

Question 1: How do the majority of your data inputs look like?

Digital: any data that can be stored on a machine [server, laptop, IOT devices]. Structured data: has a predictable format, exists in fixed fields (e.g. an xls cell or a field in a form) and is easily detectable via search algorithms. Think about your structured data as: excels, tables with fixed structure, databases where you can easily extract your information through a search function. Unstructured data: may have its own internal structure, but this is not highly predictable. Examples: web logs, multimedia content, customer service interactions and social media data.

Section 2

Process Stability

Question 2: How will your process change in the next 6 months?

Think about changes of the following type: legislative changes that are upcoming and could change the rules/logic of the process; organizational changes such as re-distributing bits of the processes between different roles/departments; industry shifts that could change the business model and hence the rules of the process.

Section 3

Applications Stability

Question 3: How will your applications change in the next 6 months?

Think about not only applications but also interfaces, menus in apps and reports.

Section 4

Benefits

Question 4: How many employees are currently needed to perform the process?

Question 5: What is the frequency of the process?

Question 6: What is the volume of transactions/frequency (number of times the process is ran/selected frequency)?

E.g. If the process happens weekly then we need to know the volume that happens on average during a week.

Question 7: What is the average time it takes for the process to be ran once (average handling time/transaction)?

Quantify the average handling time in minutes e.g. if 4 hours then insert 240

minutes

Question 8: What is the average percentage of human errors?

Question 9: How would you characterize the peaks of the process?

Section 5

Process Complexity

Question 10: How many steps does the process have?

Question 11: How difficult are the decisions that you must take to complete the process?

Question 12: What is the average number of cases where you are unable to complete the entire process?

Either because you require input from a different person or because you end up in a situation that is not covered by a clear rule.

Question 13: What is the number of applications that you use for the process?

Question 14: Are any of the applications accessed via virtual machines?

Section 6

Input Data

Question 15: What % of your input data is digital?

Enter as a percentage, e.g., 75 for 75%

Question 16: Is any of your digital input scanned?

Question 17: What % of your input data is structured?

Structured data: has a predictable format, exists in fixed fields (e.g. an xls cell or a field in a form) and is easily detectable via search algorithms. Think about your structured data as: excels, tables with fixed structure, databases where you can easily extract your information through a search function. Examples: if your inputs consist of 5 excel files/or ERP reports then 100% of your data is structured, whereas if your input consists of 4 excel files/ERP reports and 1 e-mail text then 80% of your data is structured.

Section 7

Contact Information

Question 18: What is your email address?

After submitting, one of our colleagues will get in touch with you.

Need Help With Your Assessment?

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