Here are some key ways a business organization can identify and validate its requirements for adopting a new automation solution:
- Gather input from business units on current manual processes and pain points. Look for repetitive, high-volume tasks that are tedious and consume employee time. These are good automation candidates.
- Map out end-to-end workflows and quantify the amount of manual effort involved. Estimate potential time and cost savings from automation.
- Identify opportunities to improve efficiency, speed, accuracy, and consistency through automation. Are there process bottlenecks or high error rates that could benefit?
- Evaluate how much institutional knowledge is required for key processes. Could automation help retain this knowledge and minimize disruption when employees leave?
- Consider the impacts of automation on roles, responsibilities, and skills. Will automation allow the reallocation of talent to more high-value work?
- Analyze current tools and infrastructure. Do they provide APIs, integration points, and data access needed for automation?
- Build financial justification estimating hard cost savings and productivity gains over time from deploying automation.
- Interview employees at various levels to build buy-in and get their ideas on automation opportunities.
Documenting automation needs, objectives, and projected benefits will help justify investment and guide technology selection and implementation planning. This upfront analysis is critical for any successful automation initiative.