Worksheet

Automate, assist or keep manual matrix

A three-column matrix with columns for automate fully, automate with a human checkpoint and keep manual, and rows for stability, volume, judgement needed and cost of an error. Score each process on its own.

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 “When Should a Business Process Not Be Automated?”, www.gullysystem.com/blog/when-should-a-business-process-not-be-automated