What would you stop doing by hand?

Prefer to do this on screen? Use the assessment.

Describe one task. Then judge it on frequency, time, repeatability and risk before you think about software.

A filled example

This is a demonstration for a kitchen installer. Replace it with your own task.

Task: Preparing customer quotations.
Part of the business: Sales.
How it works today: An enquiry arrives by email. Someone copies the details into a spreadsheet, prices the job, and sends a quote.
What makes it frustrating: The same details are typed into three places, and quotes wait until Friday.
How often: 20 times a week.
Minutes each time: 30.
People involved: One person writes the quote. A second person checks the price.
Repeatability: Mostly the same steps. Unusual sites are the exception.
Where the information lives: Email and the price list. Photos sometimes arrive separately.
Judgement required: The price follows the list. Someone still checks unusual access or out-of-hours work.
What if it went wrong: A wrong price is embarrassing and easy to correct before the quote is sent. It is not a regulated decision.
Current steps: Read the email, copy the details, price the list, write the quote, check it, send it.
Possible improvement: A draft quote prepared from the email, with a person checking the price before it is sent.
Pilot idea: Draft 10 real quotes. A person reviews every one. Compare the time and the number of corrections.
What success would look like: A first draft a person can check in a few minutes, with no prices invented.

Your task

• Task
• Part of the business
• How it works today
• What makes it frustrating
• How often it happens
• Minutes each time
• People involved
• Repeatability
• Where the information lives
• Judgement required
• What if it went wrong
• Current steps
• Possible improvement
• Pilot idea
• What success would look like