The direct answer
The workflows most worth automating are repetitive, high-volume and measurable, with stable inputs, clear exception rules and an accountable process owner. The audit first removes unnecessary work, then tests what can be automated and where human judgement must remain.
Use this audit when
- teams spend material time moving information between systems
- quoting, routing, reporting, inbox or follow-up work creates delays
- leaders suspect cost leakage but lack a defensible baseline
- automation ideas exist without a ranked commercial case
What the audit produces
- a map of the selected workflows and hand-offs
- a baseline of volume, labour, delay and rework where evidence is available
- a ranked list of automation candidates
- required human controls and exception handling
- recommended candidates for a measured 90-day pilot
How ROI is estimated
We separate observed operating data from assumptions. The baseline records current volumes, time and cost. The opportunity case then states the mechanism by which work could be eliminated, automated or reallocated. Weak inputs produce a test range, not false precision.
What this is not
It is not a promise that every manual task should be automated. Unstable processes, low volumes, poor data or high-consequence judgement may make automation commercially weak or unsafe.
Related paths
Frequently asked questions
Bring one costly workflow, its owner and any available volume, time or cost baseline.
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