Business Cases
Automating an invoice approval process with controls
Automated invoice approval should route clear cases efficiently and expose exceptions before posting.
Section
Business Cases
Business Cases
Automation business cases
Build an automation business case around measured work, workable alternatives, operating costs and assumptions a decision maker can inspect.
Business Cases
Checking required information before supplier approval
Set proportionate supplier checks, distinguish received answers from verified facts, and record unresolved issues before approval.
Business Cases
Choosing a process that is worth automating
Screen automation candidates for value, repeatability, input quality, exceptions, feasibility and effects on other teams.
Business Cases
Comparing automation with process simplification
Compare simpler process routes and automation against the same outcome, costs and constraints without counting benefits twice.
Business Cases
Deciding when to redesign or retire an automated process
Use business need, observed results and transition risk to choose whether to repair, redesign or retire a live automated process.
Business Cases
Defining business outcomes before selecting technology
Write an observable business outcome, choose measures and use them to assess process changes before selecting automation technology.
Business Cases
Document-heavy process automation
Plan a document-heavy workflow from receipt and extraction to human decisions, exceptions and a verified business result.
Business Cases
Employee process automation
Plan employee process automation for joiners, role changes and leavers with clear owners, approvals, completion evidence and exception routes.
Business Cases
Estimating savings from measured handling time
Measure active work, forecast eligible hours released and separate staff capacity from a defensible reduction in spending.
Business Cases
Including support and maintenance in automation costs
Estimate automation costs for monitoring, exceptions, support, planned changes and retirement without counting work twice.
Business Cases
RPA versus application integration
Compare API or connector integration with a UI bot for the same transaction, including access, result checks, failures and mixed routes.
Business Cases
Scaling process automation
Plan automation expansion across teams by checking process compatibility, delivery ownership, reusable controls and support capacity.