Precision Automation

Automation Readiness Assessment

Discover and quantify your best automation opportunities to maximize ROI, streamline processes, and future-proof your operations.

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Key Features

Task Evaluation Toolkit

Comprehensive templates to map and score every process for automation fit.

ROI Calculation Tools

Automated ROI calculators to project cost savings and payback periods.

Automation Roadmap Template

Step-by-step plan to prioritize, budget, and sequence your automation projects.

Executive Summary Report

High-impact one-page overview designed for leadership buy-in.

Product Preview

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View sample assessment worksheets and roadmap snapshots.

Unlock Full Access

Preview shows limited templates & charts. Full kit has all tools and recommendations.

What’s Included

  • Task Evaluation Worksheets
    20+ process-scoring templates
  • ROI Calculator Spreadsheets
    Built in Excel & Google Sheets
  • Automation Roadmap Template
    Gantt-style project plan
  • Executive Summary Report
    10-page high-impact PDF
  • Lifetime Updates
    New templates & calculators

Requirements

System Requirements:

  • Microsoft Excel 2016+ or Google Sheets
  • Project management tool for roadmap import
  • Basic finance knowledge
  • Internet connection for downloads

Frequently Asked Questions

How quickly can I implement this assessment?
Most Basic clients complete their assessment in 3–5 business days.
Can you customize the ROI model?
Yes—Pro & Enterprise tiers include bespoke ROI assumptions and templates.
Is training provided?
We offer optional on-site workshops for Enterprise clients.