Worksheet: are you ready for general automation platforms? Use this worksheet to determine if your company is ready to use General Automation Platforms. For each category, select the appropriate number. Disagree Agree If you strongly disagree, choose 1. If you strongly Factor 1 2 3 4 5 agree, choose 5. The numbers in between 1 and 5 Automation can be a source of competitive advantage. correspond to your level of agreement, neutrality, or disagreement. Tally your score when you’re We have one or more staff that has to regularly engage in time-consuming finished, and follow the instructions at the end. manual work to move data from point A to point B. We're not able to accomplish workflows that just can't be done manually (e.g., lead management, mapping payment data to CRM, behaviour-based To interpret your results, sum your score. personalization) Our company would benefit from better visibility of data stuck in different • If you scored > 30, you’re ready for a general systems. automation platform. Connecting tools and coordinating processes has the potential to improve the • If you scored between 20 – 30, you’re moving in customer experience. that direction. You should consider getting started We have two or more applications that should be integrated. with automation very soon. The native integrations available to us are insufficient for our needs. • If you scored under 20, you might not be ready for Our desired solution requires more than a 1-step point-to-point integration. a general automation platform quite yet. We do not have access to developer resources with coding skills. The cost of paying a developer to custom code an integration, the cost to retain him to manage and update the integration and the cost of waiting for a custom project exceeds the price to buy a general automation platform and the time to value of doing so. 14