Automation Maturity Assessment

    Answer 8 questions to discover your current automation maturity level and get tailored next steps.

    The 5 Levels of Automation Maturity

    See where businesses typically fall on the automation maturity spectrum and what each level looks like.

    1

    Manual & Reactive

    • Heavy reliance on email and memory
    • Processes vary by person
    • Limited documentation
    2

    Semi-Structured

    • Basic documentation exists
    • Some shared tools and templates
    • Informal rules about workflows
    3

    Tool-Heavy but Disconnected

    • Multiple software tools in use
    • Systems do not talk to each other
    • Duplicate data entry is common
    4

    Integrated Automation

    • Core systems are integrated
    • Automated triggers and handoffs
    • Consistent follow-up processes
    5

    Optimized & Measurable

    • Clear process ownership
    • Real-time data and reporting
    • Continuous improvement culture
    Question 1 of 8

    How are most tasks and workflows tracked in your organization?