Confirm a process is stable and standardized enough to automate before any tool is chosen, because automating an unstable process is the most expensive mistake in this pathway.
Score the process on each readiness gate. All must be true before you automate.
| Readiness gate | True? | If not, route to |
|---|---|---|
| The process is mapped and visible | Map Your Core Processes | |
| Its recurring problems are solved at the root | Break the Recurring-Problem Cycle | |
| It is documented as a standard | Standardize and Redesign | |
| People actually follow the standard consistently | Standardize and Redesign | |
| The process is stable, not still changing | Standardize and Redesign |
All true, the process is ready to automate; proceed to the Opportunity Map. Any false, the process is not ready; automating it now would freeze the dysfunction in place and make it run faster. Route back to the indicated guide first. This readiness gate is the single most important judgment in the guide.
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