Automation Readiness Checklist
Automation Readiness Checklist | MHE Tools. This page gives a direct account of the subject and its scope, so visitors know what they will find before reading the details.
Automation Readiness Checklist. The following content explains when the subject is relevant, what information is needed, and how the discussion moves to a practical next step.
The Automation Readiness Checklist is a free browser-based tool that walks through the four areas that decide whether an automation project works: the procedure itself, data ownership, systems and channels, and governance and oversight. You tick what is true today, and it produces a copyable summary of what is ready and what needs work before any workflow is built.
The tool
Tick the items that are genuinely true today for this specific procedure.
Summary
0 of 15
items met
Nothing is ticked yet. Tick what is genuinely true today, and the summary and work list will appear here.
The result is based on your answers alone and is neither stored nor sent. The checklist does not estimate cost or duration and makes no promise about an outcome.
Why this tool exists
Most automation projects stall for reasons that are known in advance: an undocumented procedure, undefined data ownership, or exceptions with no owner. This checklist walks through those causes item by item and produces a summary of what is ready and what needs work first. The result is based on your answers alone — it is a self-diagnostic, not an assessment of your organisation by us.
How to use it
- 1
Pick the procedure you are considering automating, and answer about that procedure specifically rather than the whole organisation.
- 2
Tick the items that are genuinely true today, and leave the rest unticked.
- 3
Review the summary: the unticked items are your work list before any workflow gets built.
- 4
Copy the summary to share with your team, or send it to us when asking for a proposal.
What the tool does not do
- The tool stores nothing and sends nothing to any server; everything runs in your browser.
- The summary does not estimate cost or duration, because that needs a review of the procedure itself.
- The checklist does not measure return or savings, and makes no promise about an outcome.
Related services
If you want to act on what the tool's result points to, these services are the closest.
Internal Workflow Automation
Automating recurring internal procedures across departments and systems.
View service: Internal Workflow AutomationBusiness Automation
Turning repeated tasks into structured and trackable workflows.
View service: Business AutomationApproval Automation
Routing a request to the right authority automatically, with reminders, delegation, and a log.
View service: Approval AutomationSystem Integration & Data Synchronisation
Reliable synchronisation between systems: one source of truth per field, and a log per run.
View service: System Integration & Data Synchronisation