Template / checklist
A working checklist for companies trying to distinguish useful automation from expensive digitalised chaos.
Automation without discovery often just accelerates a broken process. This checklist helps map where automation is actually useful and where the real issue is process design or ownership.
It is most valuable when several systems, manual steps, and exception paths are already creating delivery friction, but the first priority is still unclear.
The point is not paperwork for its own sake. The value is revealing blind spots early and improving the first serious project decision.
The asset should work as a practical tool before scoping, discovery, or an intro call rather than as a final document for its own sake.
When used well, the template shortens the path to the first sensible next step and reduces the risk of starting the project on weak assumptions.
Not exactly. This one puts more weight on process, exceptions, and business ownership before the technical integration design starts.
Yes. It helps the business side clarify the important questions before moving into technical solution mode.
Yes. The checklist can lead straight into prioritisation and delivery of the first automation steps.
Next step
If you want help turning this into an actual delivery plan, a short context summary is enough.