The Automation Audit
The final capstone. Audit your organization's operations, score the highest-value automation opportunities, build one end-to-end, calculate the ROI, and walk out with a business case ready for leadership.
120 minutes
All Tier III participants
Prerequisite: Modules 10–13
Learning Objectives
- Inventory every recurring process in your department
- Score automation candidates on five dimensions
- Build a working automation for the top-scoring process
- Calculate ROI with real numbers
- Present a six-slide investment proposal
Session Timing
| Segment | Activity | Time |
|---|---|---|
Exercise | List every recurring process — frequency, owner, time, pain level | 20 min |
Exercise | Score each process on repeatability, structure, rules, errors, time value | 15 min |
Build | Build a working automation for your highest-scoring process | 45 min |
Exercise | Calculate time savings, cost savings, payback period | 15 min |
Present | Build and deliver a six-slide business case using Cowork | 25 min |
Demo Data
Download before the session. Run every prompt yourself first so nothing surprises you at the projector.