Workflow Automation Project Template

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Enhance productivity by automating manual processes with our Workflow Automation Project template. This guide helps you identify manual tasks, research and select the right automation tools, and design and implement customized workflow templates.

By following this template, you can save time and allow your investment technology specialists to focus on high-priority tasks, improving overall efficiency and productivity in your organization.

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Workflow Automation Project for Priority Matrix

Workflow Automation Project in Priority Matrix

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Proposed Tasks

High Impact, Quick Wins

  • Identify manual processes
    ☐ Identify manual processes ☐ Determine which can be automated ☐ Document processes
  • Research automation tools
    ☐ Research available tools ☐ Evaluate capabilities ☐ Select appropriate tool

High Impact, Long Term

  • Design workflow templates
    ☐ Design templates for identified processes ☐ Test and refine templates
  • Implement automation templates
    ☐ Implement templates in chosen tool ☐ Test and refine implementation

Low Impact, Quick Wins

  • Train team on new workflows
    ☐ Train team on using new workflows ☐ Collect feedback ☐ Refine workflows based on feedback

Low Priority / Maintenance

  • Monitor and adjust workflows
    ☐ Monitor efficiency of new workflows ☐ Adjust as necessary