Is your business process ready for automation?

Goal: To assess the readiness of your business process slated for improvement and automation.  Doing this preliminary work up front enables us to get a better idea of:
  • Obstacles which could slow down the beginning of development of a project
  • What action is needed by the business owner prior to the start of the project
  • How long a project could take
  • How PE&I can assist in getting your business process ready for automation

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* 1. Your Name and Project Title

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* 2. Are there times of the year when technology projects would interfere with work priorities in your department or the individuals who are needed for this project, i.e., end of year processing? Please explain.

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* 3. Do you have adequate sponsorship? Are roles and decision makers clearly defined?

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* 4. Are the pain points in your process things that you have control over changing?

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* 5. Is there a clear shared understanding of the policies which shape this process?

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* 6. Have you done an analysis of this current process recently?

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* 7. When was the last time this process changed?

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* 8. Are there actions or decisions which need to be made which could affect the timeline of the project? For example, are you unsure of the approval structure or is your data not easily accessed?

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* 9. How well do you know how others are using this process (form)?

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* 10. Are there other processes which depend on this process? Does this process depend on other processes?  If so please explain.

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