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Reading path · 10 guides

Automation planning & delivery

Choose a useful first workflow, calculate its value, define acceptance criteria, and plan a maintainable handoff.

Start here if the main question is what to automate and how to scope it. These guides help turn a broad wish to save time into a specific process, an agreed business outcome, and a delivery checklist.

Work through readiness and ROI before selecting tools. Then use the acceptance and handoff checklists to make the implementation reviewable. The examples use planning assumptions rather than promised savings.

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Start here.

Build the foundation, then explore the specific issue you need to solve.

  1. Editorial illustration of wooden maze being simplified into one clear path before a mechanical arm starts01

    3 min read

    Should You Automate a Process or Improve It First?

    Automate a process when its rules are sufficiently clear, its inputs are usable, and its exceptions have an owner. A confusing manual process usually...

  2. Editorial illustration of precision balance weighing a clock against a rising stack of coins02

    3 min read

    Business Process Automation ROI: Calculate Value Before You Build

    Business process automation ROI depends on recovered time, error reduction, and ongoing operating cost. Counting every automated click as a saving makes...

  3. Editorial illustration of three different test objects passing through a precise acceptance inspection gate03

    2 min read

    Automation Project Acceptance Criteria: A Practical Delivery Checklist

    Automation acceptance criteria describe observable business behavior, including failure and recovery. They turn “connect our tools” into a deliverable both...

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