Pre-Assessment Setup

• [ ] Schedule 3-5 stakeholder interviews
• [ ] Gather basic company information (size, industry, main systems)
• [ ] Prepare interview templates
• [ ] Set up documentation system

During Assessment

• [ ] Complete all stakeholder interviews
• [ ] Document current processes
• [ ] Identify automation opportunities
• [ ] Calculate basic ROI estimates
• [ ] Prioritize opportunities

Post-Assessment Deliverables

• [ ] Interview summaries completed
• [ ] Process maps created
• [ ] Opportunity list with ROI estimates
• [ ] Executive presentation prepared
• [ ] Next steps recommendations provided

What This Assessment Provides

• Clear understanding of current manual processes