Technical and People Readiness

Assess your technical systems and team readiness for automation using this guide. Even if you're unsure about some areas, capture what you can. Each piece of information helps us build a strong foundation for successful automation.

Document Your Technical Systems

Document each system involved in your automation process.

Basic System Information

1. What is the name of the system involved in your process?

0/200 characters

2. What function does this system serve?

0/300 characters

How the System Integrates Into the Process

1. At what step in the process does this system come into play, and what specific task does it perform?

0/200 characters

2. Which departments or teams interact with this system as part of their work?

0/300 characters

Your Technical Experts

Primary Contacts

1. Who is the main person to talk to about this system?

0/200 characters

2. Who is the technical expert in this system?

0/200 characters

Who Has System Access?

System Access & Maintenance

1. Who handles regular maintenance for this system?

0/200 characters

2. Do you have the necessary administrator access or credentials for this system, or know who does?

0/200 characters

Identify Integrations: Key Connection Points

Document how different systems in your process share information with each other.

1. Which systems need to work together to complete a step in the process?

0/300 characters

2. What information needs to move between these systems for the step to be complete?

0/300 characters

Current Connection Method

3. How is this connection currently made?

0/600 characters

Assess Your Technical Readiness

What will change about how each team does their job with automation? What information will they need to know to be succcessful?

1. Team Name

0/600 characters

Available Training

2. What training is available to help the team feel prepared to automate their processes?

0/600 characters

Technical Readiness Checklist for Automation

Confirm the technical requirements for your automation project.

List all tools and systems that will be part of the automation

Confirm how systems will share information with each other

Ensure proper access is available for the automation to work in all systems

Identify who knows each system best and can help with questions

Document how information moves between teams and systems

Check that all systems meet the basic requirements needed for automation

Download Your Worksheet

Please provide your information to download the worksheet.