Built for practical application.
Map how work actually moves, identify friction and dependencies, and define a sequenced automation roadmap.
Create a shared fact base for business automation. This nine-sheet mapping system inventories processes, systems and data, handoffs and service levels, automation heat, target-state design, phased roadmaps, executive dashboards, governance, and exit criteria. It includes realistic sample data, formula-driven analysis, 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
Involve process owners and a mapping facilitator. Gather available system inventories and ask where work, data, and responsibility move between teams rather than mapping only individual tasks.
Suggested workflow
Inventory processes, systems, data, and handoffs. Identify service-level friction and dependencies before describing the target state. Use the automation view and phased roadmap to sequence improvements around how the business actually operates.
Review before relying on the result
A map is a shared description of work, not proof that every proposed automation is worthwhile. Validate it with the teams affected and revisit it when systems, responsibilities, or operating constraints change.