Digitalization & Automation Assessment Tool

Assess digital maturity, workflow digitization, data readiness and automation potential across your department or business function. Identify manual work, fragmented systems, dashboard gaps, RPA and AI-assisted opportunities, then receive a prioritized digital improvement roadmap.

Start Your Assessment

Complete the organization profile, select the department and function, then rate current practice using objective evidence rather than planned future capability.

Customer Information

Company Name

Respondent Name

Business Email

Job Title

Assessment Setup

1. Industry		2. Country / Region
3. Company Size		4. Department
5. Function Group		6. Objective
7. Assess 20 Criteria	Rate ten work patterns and ten readiness controls.	8. Receive Results	Generate charts, gaps, controls and a prioritized roadmap.

Assessment Progress

Progress: 0% complete (0/20)

Digital Work Patterns

Rate the current operating reality. Higher scores indicate stronger digitization, integration, visibility and automation.

1. Workflow, Data & Reporting — 5 criteria

1. Repeated manual entry, re-keying and copy-and-paste work are eliminated through controlled digital capture or integration.
2. Approval requests, delegation, evidence, reminders and decisions use traceable digital workflows rather than email follow-up.
3. Fragmented spreadsheet trackers are replaced by shared, controlled and real-time work management.
4. Recurring data consolidation, chart preparation, commentary and distribution are automated and governed.
5. Duplicate, inconsistent and uncontrolled data is prevented through ownership, validation and integration.

2. Reconciliation, Knowledge & Automation — 5 criteria

6. High-volume matching, reconciliation evidence and exception routing are automated and controlled.
7. Employees can quickly find the correct, current and authorized document, record, instruction or prior decision.
8. Due dates, service levels, exceptions, renewals and corrective actions are automatically monitored and escalated.
9. Cross-department requests, data, evidence and acceptance criteria move through controlled end-to-end workflows.
10. Stable, rule-based and high-volume repetitive tasks are automated while exceptions remain controlled.

Digital Readiness & Control Questions

Confirm whether automation can be implemented safely, sustainably and at scale.

3. Process, Data, Integration & Security — 5 controls

11. Target processes, decision rules and exception paths are standardized and stable.
12. Data definitions, ownership, validation and quality controls are reliable.
13. Applications can exchange data through controlled APIs or approved interfaces.
14. Access, segregation of duties, privacy and cybersecurity requirements are defined and monitored.
15. Digital transactions retain timestamps, approvals, changes, evidence and traceable decision history.

4. Exceptions, Adoption, Benefits & Continuity — 5 controls

16. Failed transactions, overrides, exception ownership and escalation rules are controlled.
17. Process owners, technical teams, training and user-adoption responsibilities are established.
18. Baseline effort, cycle time, quality, risk and benefit measures are defined and owned.
19. Business and technical owners are accountable for process performance and solution support.
20. Monitoring, incident response, fallback, recovery, maintenance and change control are designed.

Assessment Notes

Your responses can be saved locally in this browser.

Material Opportunities

Quick Wins

Integration Readiness

--%

Digital Control Maturity

--%

Activity / Pain Point	Recommended Solution	Priority	Expected Benefit	Required Controls
Complete the assessment to generate the prioritized roadmap.

Activity / Pain Point

Recommended Solution

Priority

Expected Benefit

Required Controls

Complete the assessment to generate the prioritized roadmap.