Worksheet

Automation candidate scoring sheet

A single page listing tasks down the side. Columns cover owner, frequency, rules, handoffs, cost of error and data source. Each team lead fills in a score of one to three for every column. Add the scores, sort the tasks and discuss the top three together.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Identify Business Processes Worth Automating”, www.gullysystem.com/blog/how-to-identify-business-processes-worth-automating