Automation Critical Capabilities

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Look inside the Kanban:

Develop the Automated Regression Pack and execute the pack using frontend and backend test scripts, automate the Test Data Management using Automation tools.  


Benefits of the Automation Kanban 


  • Which technologies and tools does your organization use or plan to use to support your process automation strategy?
  • Where have you seen the biggest business impact in your organization from current process automation efforts?
  • Does the solution have real time integration with your ERP systems data and business rules or are there intermediate tables that must be populated in the automation solution?
  • Which metrics does your organization use to evaluate the success of its marketing automation efforts?
  • What is the more likely thing that the systems analyst will have to do with manual processes and manual data after the automation boundary has been determined?
  • How does your organization focus its efforts in process automation when technology choices easily outstrip resources?
  • Does the automation solution have inherent reporting functionality that respects the systems security mechanisms or will you be required to use third party reporting tools?
  • Should automation tools include the need for server infrastructure, will your organization provide the space and access for the infrastructure?
  • Has your organization deployed – or does it plan to deploy – technologies designed for security analytics and operations automation and orchestration?
  • What does your organization look like when it combines all of the automation elements you have considered?



The Art of Service has identified and prioritized Automation critical capabilities and use cases to assess and use. Leaders can select those results that best align with their business needs before implementing a solution.

The Art of Service's Critical Capabilities evaluates and prioritizes hundreds of results to help with the outcome selection process.

This Critical Capabilities Kanban will enable leaders to shortlist hundreds of appropriate results fast, because they are uniquely ready-to-use prioritized, starting with the 'Must Have' category; the most urgent and critical priorities.

This Kanban will help you plan and manage your Automation roadmap.

  • Transform the data into actionable views for your organization: business data changes, so how you view it should be flexible. Create the perfect view that's right for you.

  • Put your workflows on autopilot: Help your team go faster and focus on what matters by automating your processes. Upload and use the Kanban with your favorite apps and services like Asana, Airtable, Basecamp,, Atlassian, Trello etc.

  • Knock down data silos: Align your teams around a single source of truth with real-time data from different sources. Point. Click. Stay in Sync.

  • Use it's flexible reporting for your unique use case: Whether you're "no-code" or you "know-code", the Kanban is the foundational tool to show what you want to who needs to see it. 


Included in your instant download purchase are the following digital products:

As seen in the Kanban above, the complete Automation critical capabilities and use cases, their prioritization, workflows, tagging and questions.


The download is available as an easy to re-use Excel format, which you can use as is, or import in any management tool of your choice, like, Atlassian, Smartsheet, Power BI, Asana, Airtable etc.


Also included is the Automation critical capabilities Book in PDF format covering all the criteria including ideas for (potential) roles to assign the criteria to. Table of contents:

About The Art of Service 

Automation Critical Capabilities, Meaningful Metrics And Their Prioritization 


Prioritization Of Requirements 

The Prioritization Categories Are: 

  • Must Have 
  • Should Have 
  • Ought to Have 
  • Might Have 
  • Could Have 

Use In New Product/Service/Process Development  


The Critical Automation Capabilities And Their Priorities: 

  • Priority - Must Have # 
  • Priority - Should Have #
  • Priority - Ought to Have # 
  • Priority - Might Have # 
  • Priority - Could Have # 



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About The Art of Service

Our clients want to be confident that they base their risk management and compliance decisions on accurate data. But compliance is complex and you don’t know what you don’t know.

You should have clarity in your business around risk management and compliance without being frustrated about spending thousands of dollars and waiting for external consultants to identify your company’s blind spots.

As senior executives and business owners for over 22 years, we understand your frustration. 

That’s why the Art of Service has created the Self Assessment and implementation tools which have been used by more than 100,000 professionals globally to control their own compliance assessments; resulting in 500+ Academic citations, making it in the top 1 % of most cited work worldwide.

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