Process Assessment
Evaluate the automation potential in 5mn
FEASIBILITY
Are the decisions rule-based or subjective/strategic?
Please Select
Exclusively Rule Based
Mostly Rule Based
Somelevel of subjectivity involved
Mostly subjective
Exclusively Subjective
How do the majority of your data inputs look like?
Please Select
Not digital and Unstructured
Non Digital and Structured
Digital and Unstructured
Digital and Structured
How will your process change in the next 6 months?
Please Select
No change expected
Very Small Change
Some change
Medium Change
Significant Change
How will your application change in the next 6 months?
Please Select
No change expected
Very Small Change
Some change
Medium Change
Significant Change
SUITABILITY
What is the frequency of the process?
Daily
Weekly
Bi-weekly
Monthly
Quarterly
Annually
What is the volume of transactions/frequency (number of times the process is ran/selected frequency)?
What is the average time it takes for the process to be ran once (average handling time/transaction)? (in minutes)
What is the average number of human errors? (in %)
How would you characterize the peaks of the process?
Please Select
Regular (e.g. month closing), lasting for several days or weeks in a row and increasing the utilization of the team capacity by > 20%
Rare but predictable event (e.g. winter holidays/ yearly closing), lasting for the several days or weeks in a row and increasing the utilization of the team capacity by > 20%
Rare event, hard to predict, of short duration
The process does not have peaks
COMPLEXITY
How many steps does the process have?
Please Select
less than 10 steps
10-15 steps
15-25 steps
25-40 steps
more than 40 steps
How difficult are the decisions that you must take to complete the process?
Please Select
The process is linear - there are no decisions to be taken
The process involves simple decisions (yes/no type)
The process involves complex decisions
What is the average number of cases where you are unable to complete the entire process? (Either because you require input form a different person or because you end up in a situation that is not covered by a clear rule)(in %)
What is the number of applications that you use for the process?
Please Select
1 application
2-3 applications
4-5 applications
more than 5 applications
Are any of the applications accessed via Citrix/VDI?
Yes
No
What % of your input data is digital?
Is any of your digital input scanned?
Yes
No
What % of your input data is structured?
Please Select
more than 80%
60%-80%
40%-60%
less than 40%
Submit
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