Workflow Automation Project Template

Workflow Automation Project in Priority Matrix

Automate key workflows to increase productivity and reduce manual processes in IT consulting.

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Proposed Tasks

High Impact, Quick Wins

• Identify Key Workflows for Automation
  ☐ Identify the key workflows ☐ analyze their current state ☐ identify bottlenecks ☐ and define automation objectives.
• Train Staff on Using the Automation System
  ☐ Train the staff ☐ get their feedback ☐ and make necessary adjustments.

High Impact, Long Term

• Design Workflow Automation Templates
  ☐ Design the templates ☐ get feedback from stakeholders ☐ and make necessary adjustments.
• Develop Workflow Automation System
  ☐ Develop the automation system ☐ test it thoroughly ☐ and prepare for deployment.

Low Impact, Quick Wins

• Deploy Workflow Automation System
  ☐ Deploy the system ☐ monitor its performance ☐ and make necessary adjustments.

Low Priority / Etc.

• Monitor and Improve the Automation System
  ☐ Monitor the system's performance ☐ gather feedback from users ☐ and make continuous improvements.