The Workflow Automation Diagnostic and Operating Toolkit
Workflow Automation Toolkit
Score every handoff in your process, and find the step that is still done by hand because nobody owns it.
Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.
| 1 | Every step scored Each stage of the workflow rated against your own operation, so the picture is yours rather than a reference model. |
| 2 | A ranked weakest-first list The steps that fail, ordered by cost, so effort goes where the delay actually is. |
| 3 | Named owners and dates Every gap carries a name and a date, which is what separates an action list from an improvement plan. |
| 4 | An evidence trail A record of what was assessed and when, which is what the next review asks for. |
The situation this is built for
Most automation projects stall on the steps between systems. The work that is routed, chased and re-keyed by a person survives because it never appears on a process map and nobody is accountable for it. It shows up as cycle time nobody can explain and as a dependency on one person who knows how it really works.
Who this is for
Operations leads, process owners, service management and the people asked to justify what automation actually delivered.
Who this is not for
Anyone looking for a tool shortlist. This tells you which steps are worth automating and which are hiding a decision.
What you are scored against
A sample of the criteria in the assessment. Each one is scored against your own arrangements, not against a generic benchmark.
- Save time, empower your teams and effectively upgrade your processes with access to this practical Workflow Automation Toolkit and guide.
- Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Workflow Automation related project.
- The Toolkit contains the following practical and powerful enablers with new and updated Workflow Automation specific requirements: STEP 1: Get your bearings Start with...
- The latest quick edition of the Workflow Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
- What procedures and schedule will be required for data storage and archiving records, who is responsible for overseeing the process, and how it will be monitored?.
- How do you utilise the cybersecurity governance regulation to build resilience in your data governance & reporting processes?.
- Does your employer use any algorithmic tools or software for hiring, evaluating work or any other job related tasks?.
- What types of tasks have been, or will be, the top priorities for security operations process automation?.
- How do leading organizations keep the people engaged with intelligent automation enabled transformation?.
- Stakeholder Analysis Matrix: Does the stakeholder want to be involved or merely need to be informed about the Workflow Automation project and its process?.
- Procurement Management Plan: Is there general agreement & acceptance of the current status and progress of the Workflow Automation project?.
- Cost Management Plan: Have adequate resources been provided by management to ensure Workflow Automation project success?.
- Stakeholder Management Plan: In your opinion, do certain Workflow Automation project resources hold a higher importance than other resources?.
- Quality Audit: How does your organization know that it is effectively and constructively guiding staff through to timely completion of tasks?.
- Step-by-step and complete Workflow Automation Project Management Forms and Templates including check box criteria and templates.
- Unless you are talking a one-time, single-use project within a business, there should be a process.
- Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.
- They are the person who asks the right questions to make Workflow Automation investments work better.
- This Workflow Automation All-Inclusive Toolkit enables You to be that person.
What is included with your purchase
- The full criteria set, scored red, amber or green.
- A weakest-first ranking, so the order of work is decided for you.
- Owner, date and definition of done against every gap.
- The assessment as a working document you can re-run and compare.
- Lifetime updates. When the criteria change, your copy is refreshed.
Delivery and format
Delivered by email within 24 hours of purchase. Each order is checked and updated against the latest insights before it is sent, which is why access is not instant. One payment, no subscription, 30-day money-back guarantee.
Frequently asked
How long does it take to complete?
One working session for a first pass. The value is in the ranking at the end, not in the time spent.
Is this a template or a diagnostic?
A diagnostic. It tells you where you stand and what to fix first. It does not hand you a policy to adopt.
Can the team complete it together?
Yes, and disagreement between scorers is usually the most useful output of the exercise.
What if it is not right for us?
30-day money-back guarantee, no questions asked.