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Automation priority scorer

List up to five processes and see them ranked for automation, with a score, the hours each takes today and the reason for its place.

Process 1
Half rules, half judgment

How often are there exceptions?

Is the data already in systems?

What does an error cost?

Assumptions
Weights, 0 to 5
51Estimated score for Process 1, out of 100
  1. 1. Process 15114.4 hours a month · Worth scopingLow volume limits the payback
Estimated staff time, all processes
14.4 h a month
Monthly cost of that time
Add an hourly cost
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How the numbers work

  • Hours a month multiply runs a week by minutes a run, over 52 weeks and 12 months.
  • Each process is rated from 0 to 1 on five factors, then weighted: volume (3), rules (2), few exceptions (3), data in systems (3), low error cost (2). The score is the weighted total as a share of 100. You can change every weight.
  • Volume earns full marks at 160 hours a month, about one person working full time, on a curve that rewards the first hours most.
  • The monthly cost is the time your team spends on the work today, at the hourly cost you enter. It is not an estimate of what automation would cost. Scores and hours are planning estimates from your inputs.
  • The factors follow our guide to choosing processes. Ownership and system access are not scored here: if nobody owns a process, or you cannot get permitted access to its data, it should wait.
Read the full guide

Go deeper

Article · 9 min read

Which business processes to automate firstChoose the first process to automate by scoring candidates on volume, repetition, how much judgment they need, data availability, systems access, cost of errors, whether someone owns the process and whether you can measure it. The best first candidate is usually a frequent, well understood, medium consequence process with one accountable owner, not the one people complain about most. Score three to five candidates, pick the highest, and scope it as a single workflow with a recorded baseline.Read

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