Automate

People and Processes Automation Audit

Build the foundation for your automation center of excellence.

Whether you’re new to Automate or a longtime user, we can help you maximize ROI and operational efficiency with an Automation Audit. The People and Processes Automation Audit helps you identify and prioritize automation opportunities, fill process gaps, and craft your roadmap for an automation center of excellence.

How Does the Automation Audit Work?

A Business Analyst from HelpSystems will spend two days onsite assessing your current processes and existing automation. This is a business-focused audit that utilizes Six Sigma methodologies. To prepare for the audit, we’ll ask you to complete a questionnaire and schedule meetings with the appropriate business representatives. You will choose which areas of the business we’ll focus on—either a deep dive into one department or a higher-level look at up to three departments.

The goal is to help you effectively leverage automation across your organization. The audit will:

  • Capture candidates for automation
  • Prioritize automation opportunities using a weighted matrix
  • Identify the optimal approach to automate your workflows
  • Include discussion of high-level best practices

What Will We Receive from the Audit?

Your in-depth assessment report will include existing and recommended process flows, a completed C&E matrix, and ROI findings. Once the report is complete, we will present a 45-minute Automation Audit presentation via WebEx to share our findings and recommendations and to review next steps.

Optimize your automation center of excellence with a People and Processes Automation Audit.

Existing Automate customers can also take advantage of our Systems and Infrastructure Automation Audit.