Process Automation Implementation Checklist
Ensure a smooth, successful automation project with this step-by-step implementation checklist. Use it to track progress, avoid common pitfalls, and keep stakeholders aligned from planning through go-live and beyond.
Why Use an Implementation Checklist?
- Stay organized and on schedule
- Reduce risk of missed steps or miscommunication
- Promote stakeholder engagement and accountability
- Ensure compliance and quality control
Pre-Project Preparation
- Define project objectives and success criteria
- Identify and engage key stakeholders
- Map and document the current process
- Assess automation readiness (see Automation Opportunity Checklist)
- Set project scope, timeline, and budget
- Secure necessary approvals and resources
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Need Help?
Financial Factory can support your automation project from planning to go-live and optimization. Contact us for expert guidance.