Task prioritisation tool

Identify your priorities to maximize benefits and minimize effort

Two colleagues reviewing job workflow tasks on a whiteboard

Task prioritisation tool

Identify your priorities to maximize benefits and minimize effort

Two colleagues reviewing job workflow tasks on a whiteboard

Task prioritisation tool

Identify your priorities to maximize benefits and minimize effort

Two colleagues reviewing job workflow tasks on a whiteboard

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.

Female employee reviewing feedback in the form of emoji faces, thumbs up and star ratings
Female employee reviewing feedback in the form of emoji faces, thumbs up and star ratings
Female employee reviewing feedback in the form of emoji faces, thumbs up and star ratings

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.

Male employee with a beard and glasses, looking at a laptop screen whilst holding a clipboard. He is surrounded by positive elements, including a bullseye and trophy
Male employee with a beard and glasses, looking at a laptop screen whilst holding a clipboard. He is surrounded by positive elements, including a bullseye and trophy
Male employee with a beard and glasses, looking at a laptop screen whilst holding a clipboard. He is surrounded by positive elements, including a bullseye and trophy

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.

Task prioritisation scoring system chart
Task prioritisation scoring system chart
Task prioritisation scoring system chart

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.

Alternative scoring grid
Alternative scoring grid
Alternative scoring grid
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