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IC Robotic Process Automation Assessment Template 10704

This template can help organizations assess whether a process is suitable for robotic process automation (RPA). It involves describing the process and scoring it on attributes like how rule-based it is, how repetitive, what format the data is in, and whether the effects of automation would be measurable. Scoring higher in these attributes indicates a process that may be a good candidate for RPA. The template is to be completed to help evaluate processes for their suitability for automation.

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141 views4 pages

IC Robotic Process Automation Assessment Template 10704

This template can help organizations assess whether a process is suitable for robotic process automation (RPA). It involves describing the process and scoring it on attributes like how rule-based it is, how repetitive, what format the data is in, and whether the effects of automation would be measurable. Scoring higher in these attributes indicates a process that may be a good candidate for RPA. The template is to be completed to help evaluate processes for their suitability for automation.

Uploaded by

d ponnapalli
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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ROBOTIC PROCESS AUTOMATION — ASSESSMENT TEMPLATE

This template can help your organization decide whether a process is a good candidate for RPA: Robotic Process Automation.
Complete the form, including offering your assessment of where the process falls on a scale of 1 to 5 in various characteristics.

Process Name

Description of Process
and why it is being
considered for RPA

Post-Automation Goals
(error reduction, FTE
savings, time savings, etc.)

PROCESS ATTRIBUTES PROCESS RATING SCALE SCORE of 1 to 5 ADDITIONAL NOTES

Rate your organization's process on a scale of 1 to 5 for this


Primarily rules-based, or
attribute. A score of 5 describes a process that follows strict rules
many exceptions requiring
that don't often require independent human judgment; a score of 1
human judgment?
describes a process that often needs human judgment.

A score of 5 describes a process that is highly repetitive and


Manual and repetitive? manual; a score of 1 describes a process that is not often
repetitive.

A score of 5 describes a process where most or all of the process's


Structured or data is in a structured format within a database and is easy to
unstructured data? digitally analyze; a score of 1 describes a process where most
process data is unstructured.
A score of 5 describes a process where the process inputs are
inputs are already
digitized and easily readable by computer systems; a score of 1
digitized and readable?
describes a process where many inputs aren't digitized.

A score of 5 describes a process that is high volume or high


High volume/high
frequency within the organization; a score of 1 describes a process
frequency process?
that is low volume or low frequency.

A score of 5 describes a mature process that has existed for a


Mature and stable
while within the organization and doesn't often change; a score of
process, or one that
1 describes a newer process or one that changes somewhat
frequently changes?
frequently.

Current process error A score of 5 describes a process that is prone to human error; a
prone? score of 1 describes a process that experiences few errors.

A score of 5 describes a process where the talent and skills of


employees who perform the work could be easily transferred to
Employees' skills
other tasks within the organization; a score of 1 describes a
transferable?
process where those employees' skills could not be easily
transferred to another task.

A score of 5 describes a process where the positive or negative


Measurable effects? effects of automation would be easily measurable in terms of time
to complete a process, error rate, etc.; a score of 1 describes a
process where effects would be difficult to measure.
36+ Process is a good candidate for automation
-

27-35 Process might be a candidate for automation


TOTAL SCORE - 0
0-26 Process unlikely to be a good current candidate
for automation
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