IT Process Automation Toolkit

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Promote and help create Automated Testing, transparency in code, and Secure coding practices to ensure the reliability, dependability, and compliance of scripted and automated solutions deployed into Production Environments.

More Uses of the IT Process Automation Toolkit:

  • Be accountable for advancing inclusive research and health equity.

  • Ensure your organization utilizes an established network (internal and external) for benchmarking and developing solutions to technical issues.

  • Ensure you contribute; lead partners to achieve and aim to exceed accreditation and certification requirements.

  • Drive reuse of common workflow and RPA services.

  • Develop, adapt, and deliver content and messaging as part of executing partner joint Marketing Plan activities.

  • Govern: remote access software for IT departments.

  • Systematize: Resource Planning / prioritization work closely with sales and Product Management to manage demand and resources for product demonstrations, consulting, implementations and Customer Support related projects.

  • Orchestrate: enterprise IT software salesperson.

  • Organize: monitor rpa bots in production environment to proactively detect system and performance challenges.

  • Establish: remote IT support software for Help Desk.

  • Coordinate: you are ready for your next real security challenge.

  • Direct: log sales activity and update lead status.

  • Utilize technology integrations in the partners portfolio to create additional paths to growth.

  • Drive multiple digital projects from concept to launch and ensure delivery of digital solutions as per budgeted cost, timelines and quality.

  • Be accountable for defining and leading execution of technology Proof of Concepts to evaluate disruptive technologies.

  • Orchestrate: software license and support agreement.

  • Audit: Open Source software disclosure.

  • Provide predictable and precise sales forecasts.

  • Formulate: Incident Management automation.

  • Drive digital Business Process transformation solutions across Manufacturing Operations and Process Automation in collaboration with respective digital and Process Excellence leaders.

  • Ensure partners can effectively identify leads and qualify opportunities.

  • Organize: how to increase automation effectiveness using a dynamic workflow framework.

  • Drive a portfolio of digital capabilities and systematically prioritize the opportunities.

  • Ensure you compile; end to end project delivery plan, design and implement organization product, design architecture, scope of work, estimate timeline and costs.

  • Ensure successful adoption and scale up of digital programs.

  • Liaise and communicate with site users and vendors to ensure Control Systems operate to maximum effect, and as per it IT Automation Strategy.

  • Identify potential issues / risks and take appropriate steps to mitigate areas of concern.

  • Manage work with key Business Partners to streamline processes, with the goal of creating efficiencies, while balancing Risk Management objectives.

  • Guide: 5 simple ways to boost intelligent automation roi.

  • Be accountable for managing and grooming the team members and external partners.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the IT Process Automation 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 994 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which IT Process Automation improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. How do you best reframe your strategy and business model to digitize your Business Processes, eliminate manual activities and drive greater cost efficiency, responsiveness, and productivity?

  2. How powerful would it be if you could alert your CFO to the total Cost Savings delivered by your digital team members in an end-to-end order-to-cash process for any time frame, instantly?

  3. Does it make better commercial sense to have front loaded capital costs with your Process Automation technology solution or should you spread it out as operational costs?

  4. Is there any format or sample or resources that that you can use as a reference to establish and maintain a Risk Management Framework for newly setup sole practitioner?

  5. When approaching management, do you keep in mind that business managers are typically interested in what BPA can do for the bottom line: How much money will be saved?

  6. How are your organizations digitized documents going to be accessed now and in the future. Is there adequate information about context to ensure intellectual control?

  7. How will change implications be managed and new skills developed, particularly around Process Automation governance, analytics and cognitive capabilities?

  8. Is it something that could be addressed by lower-skilled analysts if proper process guidance and systems access issues could be properly managed?

  9. How do you empower people to take risks to innovate and take away fear of being penalized for failures that are part of that innovation process?

  10. Which, if any, issues is preventing your organization from developing more effective Risk Management to respond to innovation-related risks?

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 IT Process Automation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your IT Process Automation 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 IT Process Automation Self-Assessment and Scorecard you will develop a clear picture of which IT Process Automation 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 IT Process Automation 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 IT Process Automation projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Quality Audit: How does your organization know that its relationships with relevant professional bodies are appropriately effective and constructive?

  2. Procurement Audit: How do you deal with budget constrains and assurance needs?

  3. Responsibility Assignment Matrix: Detailed schedules which support control account and work package start and completion dates/events?

  4. Scope Management Plan: Are updated IT Process Automation project time & resource estimates reasonable based on the current IT Process Automation project stage?

  5. WBS Dictionary: Detailed schedules which support control account and work package start and completion dates/events?

  6. Responsibility Assignment Matrix: Does a missing responsibility indicate that the current IT Process Automation project is not yet fully understood?

  7. Team Member Performance Assessment: To what degree is the team cognizant of small wins to be celebrated along the way?

  8. Lessons Learned: Was sufficient time allocated to review IT Process Automation project deliverables?

  9. Source Selection Criteria: With the rapid changes in information technology, will media be readable in five or ten years?

  10. Risk Audit: What resources are needed to achieve program results?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 IT Process Automation 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 IT Process Automation project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose IT Process Automation 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 IT Process Automation 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 IT Process Automation investments work better.

This IT Process Automation 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.