Built for practical application.
Rank competing automation initiatives, establish delivery waves, and document go, hold, or reject decisions.
Replace intuition-led automation selection with a transparent capital-allocation process. This nine-sheet matrix provides configurable weights, risk gates, portfolio scoring, wave planning, capacity constraints, decision logging, executive dashboards, governance, and documented exit criteria. It includes realistic sample data, formula-driven rankings, a seven-page implementation guide, and the Officiora Originals license.
Putting this resource to work
Suggested workflow based on the resource’s published scope. Adapt it to your organization and review the included instructions before use.
Before you begin
Bring a preliminary opportunity inventory and agree on who owns the selection decision. Define what value, feasibility, readiness, and risk mean for your organization before comparing proposals.
Suggested workflow
Set the weighting approach, review risk gates, and score opportunities using comparable evidence. Use capacity constraints and wave planning to turn a ranked list into a realistic sequence. Record why an initiative is approved, held, or rejected, including any conditions attached to approval.
Review before relying on the result
Rankings reflect the selected criteria and evidence. Challenge whether changing a material assumption changes the preferred sequence, and keep mandatory constraints separate from a favorable overall score.