Assess and score

Answer the high-level and detailed assessment, read the automation potential, ease and estimated hours saved, build the business case, and understand the priority score.

Every opportunity is scored the same way, so they can be compared. The scores come from the Assessment tab and the process baseline; the money comes from the Business case tab. Before you start, check that you hold launchpad_assessments edit (for example Launchpad Business Reviewer or Launchpad Technical Reviewer). People who can edit the opportunity can also answer the high-level assessment. Missing stays missingAn unanswered question stays unanswered, never zero. A score that needs it shows Not complete (or Not scored) until every question it rests on is answered. Answer the assessment# Open the opportunity and select the Assessment tab. Under High-level assessment, answer the five questions on a scale from Not at all to Fully: how rule-based the decisions are, how structured the input is, how much of it is digital, and how stable the process and its applications are. Select Save high-level assessment. Under Detailed assessment, answer the weighted questions of the assessment template (by default: how many applications, what kind, what input, how many steps, how many decision points, how often a transaction leaves the normal path). Select Save detailed assessment. The Scores card shows the results: Score How it is calculated Automation potential The five high-level answers, 0 (Not at all) to 4 (Fully), as a percentage of the maximum. Ease of implementation The weighted average of the detailed answers, 0–100. 65 and above is high ease, 35 and above medium, below that low. Administrators can change the bands. Estimated hours saved / year See below. Also shown as FTE (1,800 hours by default). Evidence version The version of the evidence the scores rest on, and the template version. The assessment stays Provisional until the detailed part is complete. Completing it records a numbered version under Versions. Estimated hours saved# With a transaction volume and an average handling time: monthly volume × 12 × handling minutes ÷ 60 × automation potential. Otherwise, with Manual effort (hours per month): manual effort × 12 × automation potential. This is marked as lower evidence. Volume and handling time are edited in the process profile, not here. Select Edit the baseline to open it. Evidence versions# The evidence version goes up when an assessment answer changes or when the process baseline changes (transactions, handling time, manual effort, exception or error rate). Renaming or re-describing the opportunity doesn't change it. An approval is asked on one evidence version; if the evidence changes before it is decided, the approval is refused and has to be asked again. See Approvals. Build the business case# The Business case tab forecasts the return over a horizon (3 years by default). To add costs: Select Edit costs. Pick a cost from the catalogue and select Add, or select Add a cost and enter the Cost, When (One-time or Yearly), Unit cost and Quantity. Select Save costs. Figure Meaning Yearly benefit (estimated) Estimated hours saved per year × the tenant's hourly rate. Forecast ROI (Yearly benefit × horizon − total cost) ÷ total cost. Payback One-time costs ÷ net benefit per year, in months. If the net benefit isn't positive, it never pays back. Net present value The net benefit over the horizon, discounted at the tenant's NPV rate (8 % by default). The forecast is always an estimate. When a figure is missing, the tab says what it waits for (an estimate, the hourly rate, or costs). Rates, the horizon and the cost catalogue are set in Business case settings. Priority score# The Priority card (and the Portfolio) combines four things, each scaled to 0–1: Potential: automation potential ÷ 100. Ease: ease ÷ 100. Value: FTE ÷ (FTE + 1), so one FTE counts as 0.5. Uses measured hours once the linked automation has data, otherwise the estimate. Votes: votes ÷ (votes + 10), so ten votes count as 0.5. Priority = 100 × ((1 − vote weight) × average of potential, ease and value + vote weight × votes). The vote weight is 0.1 by default. An opportunity without potential, ease or value is Not scored. Next steps# Move through the lifecycle Portfolio and benefits

Answer the assessment

Estimated hours saved

Evidence versions

Build the business case

Priority score

Next steps