Highly manual and repetitive processes
- High transaction volume processes
- Highly frequent processes running daily, weekly (instead of monthly or yearly, which involves a lot of manual work or work prone to human error)
Process with standard readable electronic Input Type
- Triggered by standard and consistent inputs. The inputs should be readable input type like Excel, Word, email, XML, PPT, readable PDF’s etc.
- Triggered by input types which are not readable (scanned images with no OCR are not prone to automation)
Changeable Processing Method or System Change
- The processing method cannot be changed
- Fundamental changes are not required in the underlying technical architecture of the current systems (e.g new interface development or changes in configuration for existing systems to enable automation)
- We strongly recommend to avoid automating a process that will be changed in the short term
Rule-based Processes
- Activities with clear processing instructions (template-driven), with decision making based on standardised and predictive rules
High Volume
- Processes with high transaction volumes (and high frequency)
Automation Savings
- It’s recommended to automate only the processes that can provide a saving in terms of human work-effort of minimum 2 FTE’s
Low expectation rate
- Activities with a low number of variation scenarios existing in the process leading to different handling procedures
Mature and stable processes
- Well documented, stable and predictable
- Known operations costs