In today’s fast-paced business landscape, automation is key to boosting efficiency and reducing costs. However, determining which tasks to automate - and in what order - can be challenging.
The Automation Task Prioritisation Tool helps businesses systematically assess the impact and ease of automation for their processes. By evaluating tasks based on potential benefits and implementation effort, it enables organisations to:
Identify high-impact opportunities
Focus on automating tasks that deliver the greatest value.
Prioritise easy wins
Pinpoint processes that are simpler and faster to automate.
With a clear, objective framework, this tool empowers businesses to make smarter automation decisions, maximizing efficiency and ROI.
Impact assessment
Efficiency gains
How much time does the task currently consume? Automating high-time tasks can significantly free up resources.
Cost savings
Determine potential savings in labor and resources by automating the task.
Error Reduction
Assess the frequency and impact of errors in the current process. Tasks with high error rates can benefit greatly from automation.
Employee Satisfaction
Consider how much the task impacts employee morale. Automating tedious tasks can boost job satisfaction.
Ease of automation
Complexity of a task
Is the task straightforward or does it involve complex decision-making?
Existing technology
Can existing tools and systems support automation, or will new technology be needed?
Data availability
Is the necessary data readily available and structured for automation?
Technical expertise required
Evaluate the level of technical skill needed to automate the task.
Scoring system
To effectively prioritise tasks for automation, a scoring matrix provides a clear, objective framework for evaluation. This matrix rates each task based on two key criteria:
Impact
The potential benefits of automating the task, such as increased efficiency, cost savings, or improved accuracy.
Ease of automation
The complexity and effort required to automate the task, considering factors like technical feasibility, resource demands, and time to implement.
Using a simple 1-5 scale, tasks are scored for both criteria:
1 = Low impact/High effort
5 = High impact/Low effort
A composite score is then calculated by summing the two ratings (Impact + Ease), with higher scores indicating higher priority for automation. This scoring matrix helps businesses systematically rank and prioritise tasks, ensuring they focus on the most valuable and achievable automation opportunities.
Alternative scoring system
A quick alternative to a scoring matrix is plotting your tasks on a simple grid. This will help you to visualise which projects are a priority.
