Enter your full name as the primary contact for this automation request.
Enter your email address to receive updates, outputs, and the automation ROI Report.
Enter the name of your organization or business unit submitting the automation request.
Indicate your role level (e.g., Analyst, Manager, Head of Department, Executive).
Provide a clear name for the process you want to automate (e.g., Invoice Processing, Claims Approval).
Briefly describe how the process works from start to finish, including key steps.
Clearly describe the current challenges, inefficiencies, or issues faced in this process (e.g., delays, errors, high manual effort).
Enter the department responsible for executing this process.
Indicate the person or role responsible for managing this process.
Provide a contact number for follow-up discussions.
Enter the email address of the Subject Matter Expert (SME).
Select the primary objective for automation
Rate the overall level of support and involvement from key stakeholders.
Please share the list of stakeholders along with their current status. Also indicate each stakeholder’s influence level on the project (high, medium, low).
Please describe the technical setup of the process you'd like to automate? Include systems involved, data formats, frequency, and any rules or exceptions.
Enter the number of applications or systems the process interacts with (e.g., ERP, CRM, email, web portals).
Provide details of all systems used in the process: Name of Application/System (e.g., SAP, Excel, CRM) User (Department) (who uses it) Service / Purpose (what it is used for in the process)
Specify if the process involves extracting data from documents such as invoices, forms, emails, or PDFs.
Please describe the business value the process delivers and the typical volume it handles, such as number of transactions, requests, or tasks per day or month.
Estimate how long it takes to complete one full instance of the process.
Provide the average daily transaction volume for this process.
Select the days on which the process is executed.
For estimated employee salary
Indicate whether additional operational costs are incurred due to this process.
In ZAR
Indicate if there are missed opportunities such as revenue loss, customer dissatisfaction, or inefficiencies.
Confirm whether the required input data is available digitally and accessible for automation.
Indicate whether your IT team can assist with integrations, access, and technical enablement.
Provide contact information of the IT or technical representative for coordination.
Recommendation: Minimum three days after the submission.
Please attach all relevant documents. If multiple files are available, upload them in a single ZIP file.
Upload a diagram or visual representation of the process steps. If multiple files are available, upload them in a single ZIP file.
Upload Standard Operating Procedures (SOPs) or step-by-step documentation. If multiple files are available, upload them in a single ZIP file.
Upload any supporting framework, architecture, or system-related documentation.If multiple files are available, upload them in a single ZIP file.
Upload any additional documents that may support analysis (e.g., reports, screenshots).If multiple files are available, upload them in a single ZIP file.
