Workflow Automation Scorecard

Prioritize the workflows most ready for automation.

Score one process across volume, repeatability, data quality, handoffs, exceptions, and business impact to see where automation can start.

Score a workflowBack to resources

Workflow readiness inputs

Think about one workflow, not the whole organization. The sharper the workflow, the more useful the score.

Repeatability
Workflow volume
System fragmentation
Exception rate
Data quality
Handoffs
Business impact

How to choose the first pilot

Prioritize common paths

The easiest wins usually come from repeatable work with enough volume to justify the effort.

Separate exceptions

If every case is different, isolate the common workflow before automating the full process.

Measure the before state

Document current effort, error rate, and cycle time so the pilot can prove real improvement.