TL;DR: A good candidate is a process that's frequent, driven by clear rules, takes a lot of time, and makes errors when done by hand. If a process can be described in steps, it can usually be automated.
Why choosing well matters
Trying to automate the wrong process wastes time and disappoints. That's why the first step is to recognize work that's ripe for it. Fortunately, such processes have recognizable signs that anyone in the company can spot.
The right choice of process decides whether the first project succeeds or stalls.
Signs a process is ripe
- It repeats. The same thing is done every day or every week.
- It has rules. It can be described in steps and decisions, without many exceptions.
- It takes time. Several people or hours go to it regularly.
- It makes errors. Manual work leads to slips that cost money.
Measurable results
- A list of processes ranked by payback
- Realistic expectations before you start
- A better chance the first project succeeds
FAQ
What if the process has many exceptions?
The routine part can still be automated, and the exceptions left to a person.
Who identifies the process — us or you?
Best together; you know the work, and a short review confirms what's ripe and worthwhile.