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Automation ROI Audit

Process/systems/data/permissions/exceptions/owners/metrics, one by one.

Updated 2026-10-31About 3 minLocal test
Quick answer

Process/systems/data/permissions/exceptions/owners/metrics, one by one. ROI = annual hours saved x labor + error/delay value - implementation - tools - maintenance.

Why it matters

Asking only 'what to automate' misses data/permission issues.

Maintenance is ongoing.

Step by step

  1. Map the current workflow: trigger/inputs/steps/owner/exceptions/output.
  2. Measure frequency/hours/error cost and pick one workflow worth automating.
  3. Build a minimal loop with human review/rollback.
  4. Add monitoring/logs/permissions; run two weeks before expanding.
  5. Calculate real ROI including implementation/maintenance.

Common mistakes

  • Automating a bad process.
  • Ignoring exceptions/human review.
  • No monitoring/owner.
  • Counting time saved but not implementation/maintenance.

Checklist

  • Workflow/trigger/exceptions/owner mapped.
  • ROI includes implementation/maintenance/error costs.
  • Minimal loop + human review + rollback.
  • Permissions/keys/logs/redaction.
  • Monitoring/owner/review cadence.

Key facts

  • Maintenance is ongoing.
  • Exception handling time counts.

FAQ

What does a Automation ROI audit cover?

Process/systems/data/permissions/exceptions/owners/metrics, one by one. ROI = annual hours saved x labor + error/delay value - implementation - tools - maintenance.

How long does it take?

Usually 1-3 minutes; for intermittent issues, run 30 seconds and retest elsewhere.

Is data uploaded?

Runs locally and does not upload video/audio; extensions may still read the page.

Source: McKinsey