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Automation Candidate Assessment

Works out which parts of a process are worth automating, which should be eliminated instead, and where automation would make things worse.

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CategoryOperationsForOperators, Developers, SolopreneursTested onClaudeChatGPT

Running it, start to finish

  1. List every step with real time and frequency figures.
  2. Eliminate and simplify before scoping any build.
  3. Start with the smallest item that proves the approach.

What you get back

The output this produces, every time.

  • Asks what can be eliminated before what can be automated, since automating a useless step makes it permanent.
  • Includes maintenance cost, which is where automation projects actually fail.
  • Names the steps where automation would be harmful, including those whose real value is a human noticing something.

Getting better results

Where this usually goes wrong, and how to avoid it.

  • Do section 1 properly. It routinely removes a third of a process at no cost. It is also the section people skip because automation is more interesting.
  • Be honest about maintenance. An integration against a system you do not control has a permanent cost that rarely appears in the business case.
  • Take section 6 seriously. If a person only ever sees exceptions, they lose the baseline that lets them recognise one. The metrics improve while the process degrades.

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