Automation Risk Assessment Questionnaire
Evaluate your business process for automation risk and suitability. Please answer all questions to help us assess automation opportunities and potential risks.
Process Name
*
Business Area
*
Please Select
Finance
Operations
Human Resources
Customer Service
IT/Technology
Sales/Marketing
Other
Briefly summarize the current process
*
What is the typical process volume or frequency?
*
Please Select
Less than 10 times per month
10-50 times per month
51-200 times per month
201-1000 times per month
More than 1000 times per month
How many people are involved in this process?
*
Which systems or tools are used in this process?
*
Email
Excel/Spreadsheets
ERP System
CRM System
Custom Software
Manual Paperwork
Other
What is the level of manual effort required?
*
Fully automated
1
2
3
4
Fully manual
5
1 is Fully automated, 5 is Fully manual
How sensitive is the data handled in this process?
*
Public/Non-sensitive
Internal Use Only
Confidential/Restricted
What is the current error frequency or risk level in this process?
*
1
2
3
4
5
What is the main outcome you hope to achieve with automation, or any additional notes?
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