Printable planning resource
Workflow Automation Candidate Scorecard
Assess one workflow’s automation readiness, value, control needs, and pilot evidence without relying on invented ROI.
How to use it
Score only after mapping the current workflow. Add evidence beside every rating.
Workflow facts
Trigger, completion, owner, volume, roles, systems, waits, manual touches, exceptions, and failure impact.
Suitability
Rule clarity, input structure, source quality, process stability, supported interfaces, reversibility, and testability.
Control needs
Approvals, human review, sensitive data, audit history, alerting, retry, override, and recovery.
Pilot decision
Baseline, intended change, measures, scope, cost categories, success threshold, stop condition, and review date.
Related guidance
- How to Map a Business Workflow Before Automating It
- How to Build a Business Case for Workflow Automation
- Workflow Automation vs. Robotic Process Automation: What Is the Difference?
Related service and professional assessment
Use this resource independently. For complex, sensitive, regulated, or business-critical decisions, professional technical, legal, financial, security, accessibility, or operational assessment may be appropriate. Review Workflow Automation.