Worksheet

Automation prioritisation scorecard

A table lists each candidate process down the side, with volume, repetition, stability and risk each rated low, medium or high by the person who runs the process. Processes high on the first three measures and low on risk sort to the top as the pilot shortlist, while anything high-risk is flagged for a human checkpoint. Write the owner’s name beside each row.

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 “Which Business Processes Should You Automate First?”, www.gullysystem.com/blog/which-business-processes-should-you-automate-first