Automation Readiness Scan
Automation Readiness Scan

When automation is planned but readiness is unclear 

Automation initiatives often begin with strong intent. 

Tools are selected. Roadmaps are drafted. Expectations are high.

Yet automation fails when: 

Processes are unstable 

Exceptions dominate workflows 

Governance is unclear 

Human oversight is poorly defined 

The Automation Readiness Scan exists to determine whether automation will reduce friction — or create more of it. 

What this scan is designed to uncover 

This scan evaluates whether an organization is truly ready to automate parts of its operations. 

It focuses on the gap between:

What teams want to automate 

And what can be automated safely, reliably, and sustainably 

The goal is to prevent premature automation that increases risk and complexity. 

What we assess

The scan evaluates readiness across key dimensions: 

Process
stability 

Are processes consistent, predictable, and well understood? 

Exception frequency 

How often do workflows deviate from the “standard” path? 

System dependencies 

Are upstream and downstream systems stable and integrated? 

Governance maturity 

Are ownership, escalation paths, and controls clearly defined? 

Human oversight 

Is it clear when people should trust automation and when they should intervene? 

What this scan does not focus on

This is not a tool or vendor evaluation.

It does not: 

Compare automation platforms 

Recommend specific technologies 

Optimize 
scripts or
bots 

Those decisions come after readiness is established. 

What teams receive 

At the end of the scan, teams receive: 

A clear automation readiness assessment 

Identification of high-risk automation areas 

Guidance on what should be automated now, later, or not at all 

Governance and oversight considerations 

A practical automation roadmap aligned to real conditions 

The output enables informed decisions
rather than speculative investment. 

When organizations use this scan 

The Automation Readiness Scan is typically used when: 

Automation initiatives are being planned or expanded 

Early automation has created unexpected issues 

Manual workarounds persist despite automation 

AI or agentic systems are being considered 

Leaders want confidence before scaling automation 

How the scan fits into larger initiatives 

This scan can stand alone or support:

01

Automation strategy definition 

01

02

AI and agentic system deployment 

02

03

Process redesign initiatives 

03

04

Broader digital transformation programs 

04

It creates clarity before complexity. 

Begin with clarity

Understanding readiness is the most important step before introducing automation into critical workflows. 

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