Identify Automation Opportunity Form

How often is this process performed?

Let's start with an overview of your process. Use your best estimate.

How frequently is this task performed?

1 - Monthly or less frequently

2 - Weekly to few times per week

3 - Daily to few times per day

4 - Several times per day (5-10 times)

5 - Many times per day (>10 times)

How many times is the task completed each month (the volume)?

1 - Highly variable steps, no standard pattern

2 - Generally variable with some recurring elements

3 - Mix of standard steps and variable elements

4 - Mostly standardized with few variations

5 - Completely standardized, identical steps each time

How time consuming is it to do the task manually?

How often do errors occur when completing the process?

1 - Rarely or never (< 1% of the time)

2 - Occasionally (1-5% of the time)

3 - Sometimes (5-10% of the time)

4 - Frequently (10-20% of the time)

5 - Very frequently (>20% of the time)