Pick the process that pays back, not the one that sounds modern
The manual work
Up to ten. Name it, then say how long it takes.
1/10
Don't start with the loudest problem
Many organisations begin with the process that frustrates people most or the latest technology they've seen demonstrated. The best automation projects are usually the opposite: repetitive, predictable tasks that happen frequently and consume more time than anyone realises.
Focus on the processes that are high-volume, consistent and rule-based first. They're typically faster to deliver and easier to justify.
Where to go next
The highest-ranking processes often fall into one of four areas:
- Process automation: repetitive operational workflows
- Workflow automation: approvals, routing and task management
- Document processing: invoices, forms and structured information
- Employee onboarding: repeatable people processes
If you're not sure which route fits best, book a call and we'll review the results with you.
Effort against value
High value / low effort
Start here
Frequent, predictable processes with a clear business benefit and relatively low implementation effort.
High value / high effort
Plan carefully
The potential benefit is significant, but the process may involve multiple systems, exceptions or stakeholder groups.
Low value / low effort
Nice to have
Quick wins can make sense, but don't let small improvements distract from bigger opportunities.
Low value / high effort
Usually avoid
Complex projects with limited business impact rarely justify the time and investment required.
How the ranking works
Each process is scored using a combination of:
- Time required
- Frequency
- Complexity
- Level of human judgement
- Operational impact
The annual figures are estimates designed to compare opportunities on a like-for-like basis. For a more accurate financial view using your own labour costs, use the Hours and cost calculator.
Prioritisation before automation
Sales
Lead qualification, proposal drafts, typing the same update into the CRM.
Finance
Invoice processing, expense approvals, setting a supplier up for the third time.
People
Starter checklists, holiday requests, a policy nobody has a record of reading.
Operations
The Friday report, the rota, collecting the same figures from four people.
Sales follow-up often belongs with CRM and sales automation. Finance typing sits with document processing. Starter checklists sit with employee onboarding. When one row is clearly first, the build is usually process automation or workflow automation. Manufacturing examples are on the manufacturing page.