BIZOMAT Tools · Business

Process or Software Readiness

Should you fix the process first or buy software?

Indicates whether to fix a process first or evaluate software, from process foundation and automation pressure.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Process clarity1–5 scoreRating of how clearly the process is defined
Process consistency1–5 scoreRating of how consistently it is followed
Manual effort1–5 scoreRating of manual effort involved
Error exposure1–5 scoreRating of error exposure
Data readiness1–5 scoreRating of data quality and readiness

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Process clarity
Illustration: Process clarityA scale from the lowest to the highest score with a marker at the chosen score for Process clarity. The marker follows the slider.15lowhighExample: 2Process clarity
What it is
How clearly the process is defined, with agreed steps, roles and rules, rated 1 (unclear) to 5 (clearly defined and documented).
Units and format
Move the slider to a score from 1 (low) to 5 (high).
Example
The form opens with 2 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
One of three ratings in the foundation score; below 55 the result is FIX PROCESS FIRST.
Get it right
If people describe the process differently, rate it low.
What this means: Process consistency
Illustration: Process consistencyA scale from the lowest to the highest score with a marker at the chosen score for Process consistency. The marker follows the slider.15lowhighExample: 2Process consistency
What it is
How consistently the process is followed the same way by different people and on different days, rated 1 (varies a lot) to 5 (always the same).
Units and format
Move the slider to a score from 1 (low) to 5 (high).
Example
The form opens with 2 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
One of three ratings in the foundation score.
Get it right
Software tends to automate inconsistency; rate what actually happens, not the procedure.
What this means: Manual effort
Illustration: Manual effortA scale from the lowest to the highest score with a marker at the chosen score for Manual effort. The marker follows the slider.15lowhighExample: 4Manual effort
What it is
How much manual effort the process takes, such as re-keying, copying between systems and paper handling, rated 1 (little) to 5 (a lot).
Units and format
Move the slider to a score from 1 (low) to 5 (high).
Example
The form opens with 4 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
One of two ratings in the automation pressure score; 60 or more points towards software.
Get it right
A higher rating means more manual work, which adds to the case for software.
What this means: Error exposure
Illustration: Error exposureA scale from the lowest to the highest score with a marker at the chosen score for Error exposure. The marker follows the slider.15lowhighExample: 4Error exposure
What it is
How exposed the process is to mistakes and their cost, such as wrong data, missed steps or rework, rated 1 (low) to 5 (high).
Units and format
Move the slider to a score from 1 (low) to 5 (high).
Example
The form opens with 4 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
One of two ratings in the automation pressure score.
Get it right
Base it on error records or rework where they exist, not on impressions.
What this means: Data readiness
Illustration: Data readinessA scale from the lowest to the highest score with a marker at the chosen score for Data readiness. The marker follows the slider.15lowhighExample: 3Data readiness
What it is
How complete, accurate and consistently structured the data the process relies on is, rated 1 (poor) to 5 (ready to use in a system).
Units and format
Move the slider to a score from 1 (low) to 5 (high).
Example
The form opens with 3 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
One of three ratings in the foundation score.
Get it right
Check a sample of real records; missing fields and duplicates lower the rating.

Method and formulas

  1. Foundation = (clarity + consistency + data) ÷ 15 × 100
  2. Pressure = (manual + errors) ÷ 10 × 100
  3. Foundation below 55 → fix process first; pressure 60 or more → software may help

Limitations

  • Ratings are judgement; thresholds are tool defaults

Typical uses

  • Before buying a system
  • Digital transformation planning

Who it is for

  • Owners and managers
  • Process owners

What you get

  • FIX PROCESS FIRST, SOFTWARE MAY HELP or IMPROVE PROCESS

Interpreting the result

  • Map the process before writing software requirements

BIZOMAT tools are screening and decision-support utilities. Verify important financial, engineering, safety, legal or operational decisions using appropriate professional standards and your organisation’s approved data.

Open the Process or Software Readiness calculator