SimpliSmart

INTERNAL REFERENCE

Automation Readiness Assessment — Flow Reference

Full question flow · Scoring logic · Offering recommendations

By Matt Gustitus · 09.09.26 · 22 steps total (4 intro + 15 scored + 3 contact)

Question Flow

Intro

First NameText input
Job TitleText input
Department / Functional Area8 chips
Industry7 chips

Section 1 — People & Time (Q1–Q5)

Scored 1–4 each · Max 20 pts

Q1 — Repetitive / admin time %4 chips
Q2 — Document / email review frequency4 chips
Q3 — App-switching frequency4 chips
Q4 — Data entry / copy-paste time4 chips
Q5 — Follow-up / approval chasing time4 chips

Section 2 — Process Efficiency (Q6–Q12)

Scored 1–4 each · Max 28 pts

Q6 — Process standardization4 chips
Q7 — Documentation quality4 chips
Q8 — Unnecessary steps / rework4 chips
Q9 — Waiting / bottlenecks4 chips
Q10 — Defined inputs, outputs, outcomes4 chips
Q11 — Last process efficiency review4 chips
Q12 — Manual error frequency4 chips

Section 3 — IT Readiness (Q13–Q15)

Scored 4→1 reversed · Max 12 pts

Q13 — IT involvement required4 chips (reversed)
Q14 — IT capacity available4 chips
Q15 — IT approval lead time4 chips (reversed)

Contact Capture

CompanyText input
Last NameText input
Work EmailEmail input

Scoring Engine

Each section produces an independent score. Recommendations are derived from thresholds — a respondent may receive 2–3 recommendations simultaneously.

People & Time
5 – 20
> 12 = High Value
Process Efficiency
7 – 28
< 19 = Ready | ≥ 19 = Mine First
IT Readiness
3 – 12
< 8 = Health Check | ≥ 8 = SmartWorks
Assessment AreaScore RangeConditionRecommended Offering
People & Time5–20> 12

High-Value Automation

Significant manual effort — strong automation candidate.

Process Efficiency7–28< 19

Smart Business Analysis

Processes are ready to automate as-is.

Process Efficiency7–28≥ 19

Process Mining / Task Mining

Processes need discovery & optimisation before automation.

IT Readiness3–12< 8

Automation Health Check

IT constraints require a readiness assessment first.

IT Readiness3–12≥ 8

SmartWorks Managed Service

IT is ready — managed service is the right fit.

SimpliSmart Offerings Referenced

High-Value Automation

Triggered when: People & Time > 12

Target the highest-ROI manual tasks first with intelligent automation bots.

Smart Business Analysis

Triggered when: Process Efficiency < 19

Structured analysis to identify, prioritize, and document automation opportunities across your operations.

Process Mining / Task Mining

Triggered when: Process Efficiency ≥ 19

Use Celonis or similar tools to discover how work actually flows before designing automation.

Automation Health Check

Triggered when: IT Readiness < 8

Assess your current automation infrastructure, governance, and IT readiness before scaling.

SmartWorks Managed Service

Triggered when: IT Readiness ≥ 8

Ongoing managed automation operations — bot monitoring, maintenance, and continuous improvement.