The Automation Opportunity Assessment: How to Identify, Prioritize, and Quantify Your Best Automation Opportunities

Automation ideas are easy to generate, but choosing where to start is much harder. Mid-market organizations often move too quickly, underestimate complexity, or pursue automations that never deliver meaningful value. The Automation Opportunity Assessment helps leaders step back, evaluate their environment, and build a clear foundation for a sustainable automation program.

Who This Guide Is For

This guide is written for leaders at mid-sized organizations who are exploring automation and want to start in the right place. You’ll find it useful if you are responsible for:

• Operations, innovation, quality, or finance
• Improving efficiency with limited staff and budget
• Deciding whether automation is worth the investment
• Prioritizing which processes to automate first

What the Automation Opportunity Assessment Covers

Inside the guide, you’ll learn:

• Two common ways organizations identify automation opportunities
• How to evaluate feasibility, value, and readiness together
• A practical, four-phase approach to prioritizing automation work
• What leaders should expect to walk away with before building anything