Automation Business Case Form
Describe the business process you want to automate, the pain points it creates, the expected benefits, the scope, stakeholders, timeline, and any dependencies or constraints.
Business Context
Business Process or Workflow Name
*
Owning Department or Team
*
Current Process Description
*
Primary Problem or Pain Point to Solve
*
Automation Scope and Requirements
Current volume or frequency
*
Suggested automation type or approach
*
Please Select
Rule-based workflow
AI-assisted automation
Robotic process automation (RPA)
Integration/API automation
Document automation
Chatbot/Virtual assistant
Other
Systems or tools involved
*
Email
Excel/Spreadsheets
ERP
CRM
HRIS
Ticketing system
Database
Custom application
Other
Expected business benefits or outcomes
*
Implementation timeline or target date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Key stakeholders or approvers
*
Success Criteria and Dependencies
Success Criteria
*
Dependencies, Risks, or Constraints
*
Submit Automation Business Case Form
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