Automation has the potential to transform your operations by taking over repetitive, time-consuming tasks–but not every process is well-suited for it. This automation feasibility report template helps you systematically assess key factors like technical fit, financial viability, and operational readiness so you have a clear roadmap before committing to automation. With this template, you can standardize your assessments, minimize guesswork, and present organized findings to stakeholders.
A step-by-step guide to using an automation feasibility report template
Here’s how you can use the template effectively:
- Customize the template to fit your needs. Start by tailoring the report fields to match your industry and specific automation project. Add relevant workflows, define key metrics, and include any company-specific requirements to make the assessment more precise.
- Gather data on your current processes. Before filling out the template, document how the process currently works. Identify inefficiencies, manual tasks, and pain points that automation could resolve. The more detailed your analysis, the more accurate your feasibility assessment will be.
- Assess technical and financial feasibility. Use the template to evaluate whether automation is technically possible within your existing systems and whether your team has the skills to implement it. Then, calculate projected costs and expected savings to determine if automation makes financial sense.
- Document operational impact and risks. Consider how automation will affect daily workflows, team responsibilities, and overall efficiency. Clearly outlining risks and change management needs will help you anticipate challenges and plan accordingly.
- Review findings and present recommendations. Once your assessment is complete, summarize key takeaways and decide whether automation is viable. Share the report with stakeholders for alignment and next steps. With this approach, you’ll have the insights needed to move forward with confidence.
Why you should use an automation feasibility report template
Deciding whether to automate a process shouldn’t only be about intuition—it requires a systematic evaluation of costs, technical fit, and overall impact. This automation feasibility report template helps you break down these factors one by one, so you don’t overlook critical details.
Using this template leads to consistency across evaluations, making it easier to compare different automation projects. Standardized reporting also helps stakeholders quickly understand key insights, reducing delays in decision-making. Plus, by following a clear framework, you save time on formatting and can focus on determining whether automation is the right move for your business.
Download Lumiform’s automation feasibility report template today
Skip the trial-and-error approach and assess automation opportunities with a structured framework. This automation feasibility report template helps you analyze key factors, document findings, and present clear recommendations—all in one place. Customize it to fit your business needs, collaborate with your team, and keep evaluations consistent across projects.