Quick Scan: How to determine a business case for automation and set priorities in 5 minutes

Jesse Meijers

When you are ready to begin automating your business processes, we have something for you: a free tool that gives you custom, actionable insights to successfully implement automation in your business. Triggre's Quick Scan guides you through an iterative approach to automation, starting with the processes that are most repetitive, require significant manual effort, and promise the most impactful returns in the shortest time.

Business process automation: Key steps and methodology

At the core of this approach is The Business Process Automation Cycle — a strategic framework designed for businesses that want to efficiently implement automation in their day-to-day operations. It is especially useful for entrepreneurs, SMEs, scaleups, and other companies that have the need to automate their business processes without hiring expensive external help.

The cycle involves three primary steps:

  • Select: Choose a small but crucial process to start with.
  • Redesign: Optimize the process for automation.
  • Automate: Implement the automation tools.

The key to the success of this method is to start with a small but essential process that frees up enough time to be reinvested in the next iteration, in which another business process will be automated. Begin by identifying all the processes in your business that can potentially be automated. You can tackle them one by one, starting with the most impactful. This strategy allows you to quickly free up resources and time, enabling you to deal with more complex processes in subsequent iterations.

This cycle’s iterative nature ensures continuous improvement and scaling of automation efforts across the business.

Prioritizing processes

To determine which processes to automate first, use the Business Process Automation Scorecard:

  1. List out all the processes you aim to automate.
  2. Score each process based on manual effort (e.g., number of days per week spent on a task), repetitiveness, and ease of automation.
  3. Prioritize automation based on the scores to maximize impact and minimize implementation time. Scoring helps in making informed, objective decisions about where to start.

Next up, make sure you align your automation plan with your budget by estimating the potential return on investment from automating specific business processes. Understanding the business case for automation upfront can guide your decision-making and prioritize efforts effectively.

Introducing the Quick Scan

To simplify these steps, we’ve developed the Automation Project Quick Scan. This powerful free online tool delivers actionable insights in less than five minutes.

By answering a few questions, you'll receive a customized report that includes an indicative business case with industry benchmarks, specific automation examples, and projected earnings or cost savings.

If you have more than one process in mind, the Quick Scan will walk you through the Scorecard online.

The next steps

Implementing automation doesn’t have to be daunting or overly complex. With tools and methodologies, such as the Business Process Automation Cycle and our Quick Scan, you are equipped to methodically and effectively enhance your business operations. Start small, think big, and scale fast.  

Embark on your automation journey today with our free Automation Project Quick Scan and set the course for a more efficient, innovative, and profitable business.

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