Automation Readiness Assessment
Build the foundation, not just the bots.
Contact us to learn more about our automation advisory services:
Nail readiness before automation
Most automation projects fail, not because technology fails, but because organizations automate immature or misunderstood processes. We assess readiness first. Then we design automation. This cuts failure, lowers costs and accelerates payoffs.
Why automation readiness matters
Avoid brittle automation: Automating undocumented, variable workflows causes bot crashes and service breakdown.
Ensure ROI: Prioritize cases with clear volume, repeatability, and value. Early successes fund larger scale efforts.
Embed sustainable capability: Governance, accountability, and standards prevent regression and ensure flow over time.
All companies, all sizes, who are looking for real ROI
Mid‑size to enterprise clients in financial services, energy, manufacturing, SaaS, supply chain. Organizations that already document some processes but struggle to scale automation systematically.
This Assessment suits leadership seeking structure and ROI before committing to implementation.
Clients typically reduce error rates by 25–40 % and cycle times by 10–30 % post-readiness phase. Readiness avoids rework and bot rewrites—reducing costs by hundreds of thousands.
What we assess.
Three core aspects.
Process Maturity
Are workflows documented? Measurable? Optimized?
Do they follow standardized procedures?
Does data exist on volume, cycle time, error rates?
Technical Infrastructure
Do systems connect via API or workflow tools?
Is data clean and classifiable?
Can your ERP, CRM, databases support robot orchestration?
Governance & Culture
Are process owners defined?
Do teams respond constructively to change?
Does leadership support automation‑ready operations?
We assign maturity ratings, rank and prioritize opportunities to move forward for automation.
How we assess.
Rigorous, precise, actionable.
Assessment Tactics
A complete and comprehensive approach.
Executive & user interviews to clarify goals and constraints.
Process mapping for 3–5 workflows via SIPOC or BPMN diagrams.
Scorecard collection scoring each dimension per workflow.
Technical audit of systems integration, data quality, APIs and AI readiness.
Culture survey for ownership clarity, documentation habits, change tolerance.
Consolidate scores, identify gaps, recommend remediation or automation.
Prioritize use‑cases: each graded on expected ROI, effort and dependency.
Deliver executable roadmap with sprint sequence, timelines, owners and risk mitigation.
Deliverables & Outcomes
When we are finished, you get something actually useful delivered. Then you can decide to move forward with automations (we work with all major automation platforms), drive continuous improvement or process redesign efforts.
Deliverables
Full readiness report with scores
Gap-analysis summary table
Prioritized automation use-case list
Sprint-based roadmap with timeline and owners
Executive one-pager with strategic advice
Outcomes
Quick-wins identified with typical ROI in 3-6 months
Full automation program built on data-verified processes
Ongoing governance via owners and dashboards
Eliminate wasted time on repetitive work
Contact us to learn more about our automation advisory services:
Get it done. Fast and right.
We work with all major automation tools. Whether you have UiPath, Automation Anywhere, Blue Prism, Signavio, Microsoft, ServiceNow or no platform at all, we can help.
Our approach will vet your automation candidates against your existing tools and platforms, or provide you with technology options to enable your automation program.
Flexible approach. Maximum impact.
Think a readiness assessment is disruptive and time-consuming? Think again. Often we can conduct assessments of single processes within 2-weeks. Department wide or enterprise processes can take longer, but we’re talking weeks, not months.
We aren’t just a technology partner, we are an advisor. Our goal is to ensure you have a robust, successful automation program, not a string of failed attempts. We bring both the functional and technical expertise demanded to assure automation success. This includes:
Platform selection
Investment planning
ROI planning
Sustainability / maintenance planning
Automation operating model
Governance for centralized, decentralized and hybrid strategies
Training and support
Maturity phases and roadmaps; including incorporating AI and Machine Learning
Build readiness before bots.
High impact automations start with proven, repeatable processes. Teams are prepared, and systems are properly architected before action. That’s how you scale effectively and reliably.