Automation Readiness Assessment

Process clarity

How well documented is the process you want to automate?

No documentation — it's tribal knowledge

A rough outline exists, but with gaps

Documented, but not kept current

Fully documented and up to date

How consistently is the process done today?

Everyone does it their own way

Broadly similar, but no shared standard

Consistent, with known exceptions

Done the same way every time

Where does the data for this process live?

Scattered across email, spreadsheets and paper

In multiple systems that don't talk to each other

In 2–3 core systems, with occasional exports

In one or two well-structured systems

How clean and consistent is that data?

Frequently incomplete or wrong

Usable, but needs regular cleanup

Generally reliable, occasional issues

Consistently accurate and complete

Can the systems involved be accessed programmatically (API, database, RPA-friendly UI)?

Never explored

Screen-based access only, no API

Some systems have APIs, some don't

Stable integration points exist on all key systems

Who controls access and change approval for these systems?

No clear owner — requests stall

IT owns it, but response is slow

IT is responsive, with a defined process

We already hold the access needed

Is there a sponsor and budget for this initiative?

No sponsor identified yet

An interested stakeholder, but no budget

Budget earmarked, sponsor identified

Approved budget and executive sponsor

How ready are the people doing this work today for it to change?

Expect resistance — hasn't been discussed with them

Aware of it, mixed reactions

Generally supportive

Already asking for this, or involved in shaping it