SharePoint

Process Scan Pre-Assessment Agent

The Process Scan Pre-Assessment is an executive-level screening mechanism designed to quickly determine whether a business process is a strong candidate for AI-driven agentification—before committing time, cost, and effort to detailed process scans or solution design.

Process Scan Pre-Assessment
Answered: 0/27 Ready to submit
Recommendation
Submit to see recommendation
The result will show whether to proceed with process scan, run focused discovery, or fix readiness gaps first.
Annual benefit potential
$0
FTE saving + error/CX benefit
Max affordable investment
$0
Based on payback and 15% annual ops
Target payback
24 months
Selected in inputs
Annual process cost
$0
Converted to annual cost

Business Case Potential Inputs

No build-cost estimate is required. The tool calculates the maximum affordable investment based on expected benefits and target payback.
Measure: process name
Measure: FTE count
Measure: currency per FTE
Measure: monthly or annual
Measure: USD/year
Measure: percentage
Measure: transactions/month
Measure: minutes/case
Measure: days
Measure: USD/year
Measure: months/years
Measure: USD/year
Measure: USD one-time build envelope
Measure: qualitative notes

Assessment Checklist

Choose one answer per row. Use “Don’t know” where information is unavailable.
DimensionQuestionGuidanceAnswer

Weak Areas / Actions

  • Submit the assessment to show weak areas.

Dimension Scores

DimensionScore
Submit the assessment to view dimension scores.

Recommendation Outcomes - Quick Guide

Ideal Candidate for Agentification Strong readiness and value. Proceed with process scan.
Good Readiness, Weak Business Case Validate savings, volume, error impact or CX value.
Potential Candidate, More Evidence Needed Run light discovery before investing in a full scan.
Conditional Candidate Suitable potential, but weak areas need targeted scan.
Needs Discovery Before Decision Too many unknowns. Validate data, process and controls first.
High Value, Not Ready Yet Value exists, but fix readiness gaps before process scan.
Not Suitable at This Stage Do not proceed yet. Improve maturity or measurable value.