Automation Opportunities Toolkit

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Standardize Automation Opportunities: benchmark your processes, tools, and metrics against other industry standard quality measurements.

More Uses of the Automation Opportunities Toolkit:

  • Drive to improve accounting processes and utilization of Financial Accounting systems and Automation Opportunities to increase productivity and optimize Data Efficiency and quality.

  • Identify Automation Opportunities: partner with cloud platform engineering to identify and Implement Automation Opportunities for operations.

  • Be accountable for implementing strategies to identify, recommend, design, implement and capitalize on innovative solutions and Automation Opportunities to drive efficiencies.

  • Initiate Automation Opportunities: continually seek out Automation Opportunities and build tools to accommodate your rapid pattern of growth.

  • Identify Process Automation Opportunities relative to Supply Chain related needs; work with internal IT staff to develop specifications and Test Scripts.

  • Systematize Automation Opportunities: effectively identify Automation Opportunities and set timeline to implement changes.

  • Steer Automation Opportunities: technology tools and automation created to allow you to get rid of the mundane, repetitive tasks that bog down most salespeople.

  • Apply Software Engineering principles to Infrastructure And Operations problems with a focus on automation and self healing.

  • Be accountable for Marketing Automation expertise in executing implementation and integration of Salesforce Marketing Cloud with Database Systems to effectively track engagement with Marketing Automation campaigns.

  • Initiate Automation Opportunities: design and implement threat and event analysis automation to improve the speed and accuracy of incident identification and mitigation.

  • Initiate Automation Opportunities: design and Implement Automation using Python and shell scripts to Deploy And Manage database.

  • Configure and maintain security for databases and focus on automation to streamline tasks and manage the environments.

  • Develop automation between Security Monitoring tools to reduce the time to prevent.

  • Coordinate the Email Marketing and automation process by maintaining email lists, ensuring Compliance Processes are followed, setting up email communications, etc.

  • Organize Automation Opportunities: great Leadership Skills to manage Customer Engagement, Thought Leadership in software automation or industrial domain and deliver high Quality Software solution and innovate offers.

  • Ensure you challenge; build or deploy tools to improve Test Automation and Code Quality ensuring high quality, high velocity Software Development.

  • Be accountable for working all shifts, enhancing automation through scripting and Robotics Process Automation (RPA), and improve how the team functions for increased efficiency.

  • Provide domain expertise to drive implementation and sustainment of an automation program that encompasses unit, integration, and end to end testing as appropriate.

  • Formulate Automation Opportunities: constantly evaluate the Test Automation strategy and approach to identify areas of improvement.

  • Evaluate Automation Opportunities: design and Implement Automation framework that work across multiple platforms.

  • Ensure you direct; lead the Design And Delivery of Data/ Business Intelligence/ AI and automation solutions advisory engagements involving strategy, roadmap and longer term CoE models (Operating models).

  • Ensure you oversee; lead with expertise in on prem and Cloud Database automation and platform automation with Azure.

  • Ensure appropriate collection and automation of technical requirements based on critical client Identity And Access management use cases and scenarios.

  • Methodize Automation Opportunities: review content, ensure Quality Standards regarding Marketing Automation Best Practices and platform compatibility are met, campaigns are deployed on time, and are sent error free.

  • Ensure you can design and implement tooling and automation for clustering, scaling, monitoring and alerting.

  • Make sure that your organization identifies, analyze, designs, implements, and tests automation solutions for a wide range of automation problems or opportunities.

  • Orchestrate Automation Opportunities: review daily test results from nightly automation runs to ensure that any bugs are raised from failed tests.

  • Identify and research new tools, techniques, and technologies that advance your organization of machine functionality and control and automation development processes.

  • Be accountable for contributing to Dev Ops, Test Automation and automated build and deployments.

  • Manage relationships between thE Business and technology and effectively support the needs of thE Business and drive change through the use of Data Analytics, automation and Digital Transformation.

  • Recruit government and industrial building decision makers to lead Resource Efficiency opportunities and identify opportunities with clients for expanded work.

  • Create technical System Documentation and ensure that the documentation remains current throughout all phases of the SDLC.


Save time, empower your teams and effectively upgrade your processes with access to this practical Automation Opportunities Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Automation Opportunities related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Automation Opportunities specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Automation Opportunities Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Automation Opportunities improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who are the Key Stakeholders for the Automation Opportunities evaluation?

  2. What are the known security controls?

  3. What is the scope of the Automation Opportunities work?

  4. Are the planned controls working?

  5. What trophy do you want on your mantle?

  6. Is there a high likelihood that any recommendations will achieve their intended results?

  7. What qualifications are necessary?

  8. What are the minority interests and what amount of minority interests can be recognized?

  9. What is the recognized need?

  10. Do staff have the necessary skills to collect, analyze, and report data?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Automation Opportunities book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Automation Opportunities self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Automation Opportunities Self-Assessment and Scorecard you will develop a clear picture of which Automation Opportunities areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Automation Opportunities Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Automation Opportunities projects with the 62 implementation resources:

  • 62 step-by-step Automation Opportunities Project Management Form Templates covering over 1500 Automation Opportunities project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Automation Opportunities project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Automation Opportunities Project Team have enough people to execute the Automation Opportunities Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Automation Opportunities Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Automation Opportunities Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Automation Opportunities project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Automation Opportunities Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Automation Opportunities project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Automation Opportunities project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Automation Opportunities project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Automation Opportunities project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Automation Opportunities project with this in-depth Automation Opportunities Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Automation Opportunities projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Automation Opportunities and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

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. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Automation Opportunities investments work better.

This Automation Opportunities All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.