1. Do we have a clearly defined business case with measurable goals? A strong business case aligns stakeholders and defines success beyond just automation. Green We have a documented business case and specific, measurable targets. Amber We have a business case or measurable goals, but not both. Red We have neither a documented business case nor measurable goals.
2. Are our current processes documented, understood, and stable? Clear, stable processes are essential before investing in automation. Green Our processes are documented, understood by the team, and run consistently. Amber Our processes meet one or two of these three, but not all. Red Our processes are undocumented, rely on individual know-how, and vary in output.
3. Do we have cross-functional support and alignment? Successful automation requires alignment across operations, engineering, IT, and finance. Green All key departments support the initiative and agree on its goals and scope. Amber We have support or alignment across departments, but not both. Red The initiative is driven by one department without broader involvement.
4. Have we defined integration requirements and data flow clearly? Understanding system integrations, data needs, and interfaces early prevents costly surprises. Green We have documented both system connections and data flow. Amber We have defined integration requirements or data flow, but not both. Red We haven't defined how the new system connects or shares data.
5. Have we assessed risks, safety, and compliance requirements? Identifying risks and compliance needs early helps avoid delays and rework. Green We have assessed risks, safety, and compliance. Amber We have assessed one or two of these three areas, but not all. Red We haven't assessed risks, safety, or compliance for this initiative.
6. Have we secured budget and executive sponsorship for this initiative? Committed funding and leadership backing keep automation projects moving through inevitable challenges. Green Budget is approved and a named executive sponsor is accountable for the initiative. Amber We have approved budget or an executive sponsor, but not both. Red We have neither approved budget nor an executive sponsor.
7. Have we evaluated technology options and potential vendors? Comparing platforms and partners early avoids costly rework and vendor lock-in later. Green We have compared multiple technology options and assessed potential vendors. Amber We have evaluated technology options or vendors, but not both. Red We haven't evaluated technology options or potential vendors.
8. Is our workforce prepared for the changes automation will bring? Training and change management determine how quickly teams adopt new ways of working. Green Our workforce is informed, and a change management and training plan is in place. Amber We are developing our management and training plan. Red We haven't started change management or training planning.
9. Do we have the data and connectivity infrastructure automation needs? Reliable data flow and system integration are the backbone of any automation investment. Green Our network and data systems can support automation. Amber We have some infrastructure in place and a plan to close known gaps. Red We lack the required infrastructure or haven't assessed what is needed.
10. Do we have a plan for ongoing support and continuous improvement? A clear maintenance and improvement plan protects your investment long after go-live. Green We have a plan for maintenance, training, and ongoing performance improvement. Amber We have identified what is needed and are building the plan. Red We haven't planned for support or improvement after go-live.
