Foundation for RPA Success

RPA Process Assessment & Discovery

Not all processes are good automation candidates. Our comprehensive assessment helps government agencies (federal, state, and local) identify highest-value opportunities with detailed ROI projections, implementation roadmaps, and risk analysis—so you invest in bots that deliver measurable results.

Our Methodology

4-Phase Assessment Methodology

Typically completed in 4-6 weeks with minimal disruption to government agency operations (federal, state, and local)

1
Phase 1

Process Inventory & Documentation

Duration: 1-2 weeks
  • Interview agency stakeholders and process owners
  • Document current-state workflows with process maps
  • Identify pain points, bottlenecks, and manual tasks
  • Collect time tracking and volume data
2
Phase 2

Automation Opportunity Scoring

Duration: 1 week
  • Evaluate each process against automation feasibility criteria
  • Calculate ROI potential (time savings × labor cost)
  • Assess technical complexity and implementation risk
  • Score and rank opportunities using proprietary matrix
3
Phase 3

Business Case Development

Duration: 1-2 weeks
  • Build detailed ROI models for top 5-10 opportunities
  • Estimate implementation costs and timelines
  • Document compliance and security considerations
  • Create executive presentation with recommendations
4
Phase 4

Roadmap & Prioritization

Duration: 1 week
  • Develop 12-18 month automation roadmap
  • Sequence projects based on ROI, complexity, and dependencies
  • Identify quick wins (30-60 day implementations)
  • Define success metrics and KPIs for each initiative

Evaluation Framework

What Makes a Good RPA Candidate?

We evaluate every process against these 6 criteria to predict automation success

Rule-Based & Repeatable

Process follows consistent rules with minimal exceptions

Ideal State:
Same steps every time, clear decision logic

High Volume & Frequency

Process runs frequently with significant transaction volume

Ideal State:
Daily/weekly execution, 100+ transactions/month

Time-Consuming

Process consumes significant staff time

Ideal State:
10+ hours/week of manual effort

Digital Inputs

Process uses structured digital data (not paper-based)

Ideal State:
Data in spreadsheets, databases, or web forms

Stable Systems

Underlying systems are stable with minimal changes

Ideal State:
No major system upgrades planned in next 12 months

Error-Prone

Manual process has high error rates or rework

Ideal State:
Frequent data entry errors or quality issues

ROI Analysis

Real-World ROI Example

Federal agency vendor invoice processing automation

Vendor Invoice Processing

Current State

  • Volume:500 invoices/month
  • Time per Invoice:15 minutes
  • Total Hours/Month:125 hours/month
  • Labor Cost:$50/hour
  • Monthly Cost:$6,250
  • Error Rate:8%

Future State (Automated)

  • Automation Rate:85%
  • Time per Invoice:2 minutes (bot)
  • Total Hours/Month:17 hours/month
  • Monthly Savings:$5,400
  • Annual Savings:$64,800
  • Payback Period:8.3 months

What You Receive

Assessment Deliverables

Process Inventory Report

20-30 pages

Comprehensive catalog of all evaluated processes with current-state documentation, time/volume data, and pain point analysis.

Automation Opportunity Matrix

10-15 pages

Scored and ranked list of automation candidates with feasibility assessment, ROI projections, and implementation complexity ratings.

Business Case Package

30-40 pages

Detailed ROI models for top opportunities including cost-benefit analysis, implementation timeline, resource requirements, and risk assessment.

Implementation Roadmap

15-20 pages

12-18 month phased roadmap with sequenced projects, resource allocation, milestone definitions, and success metrics.

Ready to Discover Your Automation Opportunities?

Schedule a complimentary consultation to discuss your agency's processes and learn how our assessment methodology can identify high-value automation candidates.