Process Identification
- List candidate processes for automation
- Score each process on volume, complexity, and impact
- Identify stakeholders and process owners
- Document current pain points and inefficiencies
Current State Mapping
- Document each step in the current process
- Identify decision points and business rules
- Map data inputs, outputs, and systems involved
- Calculate current processing time and costs
Automation Design
- Define trigger conditions for automation
- Design automated workflow and decision logic
- Specify exception handling procedures
- Plan integration points with existing systems
Testing & Deployment
- Create test cases and validation criteria
- Run pilot with limited volume
- Measure results against baseline
- Plan rollout and change management