BLEIER SOLUTIONS | AUTOMATION CHECKLIST
Free preparation for your business

1. TASK
Which single process repeats? What triggers it and what should the result be?
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2. EFFORT
How often per week? How many minutes each time? Who is involved?
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3. TOOLS
Which applications, spreadsheets and forms are involved?
Is a data export or documented interface available?
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4. EXCEPTIONS AND CONTROL
What goes wrong today? Which decisions need human approval?
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5. DATA
Which data is necessary and who may access it?
Prepare anonymised examples for the first conversation, never credentials.
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6. ECONOMICS
Runs per week x minutes saved / 60 x working weeks per year
= potential hours saved per year.
Account for the value of time that can actually be used. Include setup,
licences, operation and review costs. Saved time is not guaranteed revenue.
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7. SUCCESS CRITERION
How will you verify that the process works?
Example: An approved enquiry appears exactly once in the target system.
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NEXT STEP
Free initial conversation: https://bleier-solutions.com/en/contact/
Scope: https://bleier-solutions.com/en/services/individualsoftware/
Raphael Bleier | Klagenfurt | office@bleier-solutions.com
Monday to Friday, 08:00 to 18:00