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Practical RPA and AI automation guides for better decisions. Explore process discovery, technology choices and the measures that show whether a change is useful.
Start with identifying an automation opportunityFrom opportunity
to a credible benefit case.
Six practical guides to identifying opportunities, choosing workshops or process mining, planning around a savings target and preparing reliable calculator inputs. Follow the series or choose the decision you need to make.
How to Identify Automation Opportunities: A Practical Assessment Guide
Build an evidence-backed shortlist with a business outcome, process owner and next decision for each opportunity.
Open guide Discovery guide 2 of 6Process Mining vs. Discovery Workshops: When to Use Each and Both
Choose and plan a discovery approach that produces enough evidence for your business decision without unnecessary tooling.
Open guide Discovery guide 3 of 6Automation Savings Targets: Build a Plan Around a Real Deadline
Build a phased opportunity portfolio and identify whether the evidence supports the target within the available time.
Open guide Discovery guide 4 of 6How to Find Automation Opportunities in an Existing Program
Identify useful extensions and unresolved process gaps while reusing existing work and preventing duplicate benefits.
Open guide Discovery guide 5 of 6How to Start Process Mining: A Step-by-Step Assessment Guide
Prepare a defensible mining assessment with defined events, quality checks, reproducible findings and an improvement hypothesis.
Open guide Discovery guide 6 of 6How to Estimate Automation Benefits Before Using a Calculator
Prepare consistent volume, effort, staffing and exception inputs, and understand what a calculator result can and cannot support.
Open guideA guide for the decision
in front of you.
Frameworks, technology and process examples: SIPOC, RPA vs agentic AI, healthcare RCM and finance automation. Worked examples, decision criteria and practical next steps. Examples are illustrative; external frameworks and product references are linked within each guide.
Automation Governance: Four Decisions to Cover Without Extra Committees
Design proportionate automation governance for intake, solution review, production release and benefit decisions, with ownership and evidence for each.
- Useful for
- Automation sponsors, CoE leads and delivery managers
- Take away
- Create a decision and ownership map that fits your existing governance and keeps useful work moving.
SIPOC for Automation: Map the Process Before Choosing RPA or AI
A practical SIPOC guide with a manufacturing invoice dispute example, a downloadable worksheet, and a path from process mapping to technology selection.
- Useful for
- Process owners, business analysts and automation leads
- Take away
- Create a process boundary, an evidence checklist and a shortlist of steps worth improving.
Choosing an Automation CoE Model: Who Owns Delivery, Risk and Results?
Compare centralized, federated and business-unit-led automation models through practical responsibilities, governance tools and measures of operational value.
- Useful for
- Automation sponsors, IT leaders and business unit owners
- Take away
- Define who prioritizes, approves, delivers and supports automation before choosing a CoE structure.
Continuous Discovery or a One-Time Automation Assessment?
Choose a discovery approach that fits your delivery capacity, with a practical intake process, evidence requirements and measures of opportunity quality.
- Useful for
- Operations leaders, process owners and automation portfolio managers
- Take away
- Set a discovery cadence that produces ready, useful opportunities without creating an unmanageable backlog.
RPA, APIs or Agentic AI? A Practical Technology Decision Guide
Choose an automation stack by process step: native application features, APIs, RPA, document extraction, AI assistance or bounded agents.
- Useful for
- Business analysts, solution architects and technology decision makers
- Take away
- Create a justified technology shortlist and an evaluation plan before committing to a platform.
Three-Way Invoice Matching: What to Automate and What to Review
A practical guide to purchase order, receipt and invoice matching, including exception handling, ERP-first technology choices and benefit measurement.
- Useful for
- Accounts payable leaders, procurement teams and automation analysts
- Take away
- Separate match rules from exceptions and design a controlled workflow with evidence, owners and measurable outcomes.
When Is Prior Authorization Ready for Administrative Automation?
Assess prior authorization intake, document preparation, submission and status tracking, with workflow steps, technology choices and operational benefit measures.
- Useful for
- Healthcare operations leaders, RCM teams and automation analysts
- Take away
- Identify a bounded administrative workflow with clear review ownership and measurable readiness criteria.
Why Automation Programs Stall After a Pilot—and How to Diagnose It
Diagnose stalled RPA and AI programs through process evidence, delivery constraints, ownership and production performance, then test a focused improvement.
- Useful for
- Automation sponsors, delivery leads and operations managers
- Take away
- Build an evidence-based recovery plan with a testable cause, an owner and a measurable next step.
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