Process Automation Strategy Plan Template

Create a roadmap for success with this comprehensive Process Automation Strategy Plan Template. Streamline operations and save time and money.
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Process Automation Strategy Plan Template

What is a Process Automation Strategy Plan?

A Process Automation Strategy Plan ioutlines the specific steps, objectives, and goals of an organization’s automation journey. It provides a roadmap for success and helps to ensure that the organization’s automation effort is well managed and optimized for maximum benefit. It also enables stakeholders to better understand the automation process, identify areas of improvement, and track progress along the way.

What's included in this Process Automation Strategy Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Process Automation Strategy Plan template for?

The Process Automation Strategy Plan Template is designed for organizations of all sizes and industries to create a plan for automating their processes, avoiding time-consuming manual activities and duplication of work. This template provides a comprehensive approach to ensure that the automation process is efficient and effective, leading to improved productivity and cost savings.

1. Define clear examples of your focus areas

Focus areas are the broad goals of the automation process and should be defined clearly and concisely. Examples of focus areas could be reducing operational inefficiency, improving customer service, and enhancing cybersecurity. Defining clear focus areas is essential to ensure that the automation strategy is in line with the organization's objectives and goals.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that support the focus areas of the automation process. Objectives should be measurable, achievable, and well-defined. Examples of objectives could be streamlining data entry processes, reducing resolve times, or increasing customer response rate.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (key performance indicators) are measurable targets that help to track the progress of an objective. KPIs should be measurable and achievable, and should be set in order to monitor the success of the automation process. Examples of KPIs could be decreasing manual data entry time, increasing productivity by 20%, or reducing customer support resolution time.

4. Implement related projects to achieve the KPIs

Projects, also known as actions, are specific activities that need to be implemented in order to achieve the KPIs. Examples of projects could be automating data entry processes, automating customer service processes, or implementing automated customer notifications.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform simplifies the process of creating and managing a strategy plan. With Cascade, organizations can easily develop their process automation strategy plan, manage their objectives and KPIs, and track their progress in real-time. Utilizing Cascade helps organizations to quickly and effectively achieve their goals and objectives.

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