Overview

Below is a list of criteria that typically indicates if a process is well suited to automation using SolveXia. Note, the list below is not exhaustive and not all critieria need to be satisfied in order to represent a process that could benefit from automation (for example, the high cost of error alone could be reason enough to automate).

Criteria

  1. Take a non-trivial amount of “hands on”, manual time to complete – typically more than a couple of hours per month.
  2. Are run frequently – typically at least monthly or more frequently.
  3. Are made up of 10 or more steps. A step in this context refers to an “action” that a human operator would think of as a discrete thing needs to be done – for example “copy the non-zero values from column F to column T”.
  4. Work with multiple data files – typically in Excel, Microsoft Access or text/flat file formats – as inputs, outputs or as interim files.
  5. Work with data from multiple legacy systems.
  6. Have a high cost of error – either in real or perceived terms. For example, if the process produces values that are reported to a regulatory agency, executive management or in a public forum where errors may result in brand damage.
  7. Contain information that is of interest to internal or external auditors and there is a need to maintain an audit trail.
  8. Involve significant key person dependency risk with the details of the process known only to a small number of individuals in the organisation.
  9. Need up-to-date documentation that represents a process. This may be focused on increasing the transparency of the current process so that it can be understood – and run – by others.
  10. Face a high risk of human error due to complexity or the number of steps in the process.
  11. Are currently being performed by legacy software that has become a “black box” or is expensive to maintain, update or replace through traditional IT development.

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