{"id":57387,"date":"2026-11-03T09:08:23","date_gmt":"2026-11-03T08:08:23","guid":{"rendered":"https:\/\/www.sqorus.com\/how-to-tell-if-a-process-can-be-automated-8-criteria-for-evaluating-it\/"},"modified":"2026-11-02T11:09:31","modified_gmt":"2026-11-02T10:09:31","slug":"how-to-tell-if-a-process-can-be-automated-8-criteria-for-evaluating-it","status":"publish","type":"post","link":"https:\/\/www.sqorus.com\/en\/how-to-tell-if-a-process-can-be-automated-8-criteria-for-evaluating-it\/","title":{"rendered":"How to Tell If a Process Can Be Automated: 8 Criteria for Evaluating It"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|0px|0px|0px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_class=&#8221;enbref&#8221; _builder_version=&#8221;4.27.5&#8243; custom_margin=&#8221;||5%||false|false&#8221; custom_padding=&#8221;0px|||||&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text module_class=&#8221;enbref-content&#8221; _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||12%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>In Short<\/strong><\/p>\n<p>A process is generally a good candidate for automation when it is repetitive, based on explicit rules, sufficiently stable, driven by actionable data, and executed at a volume that justifies the investment. But technical feasibility alone is not enough; one must also assess the return on investment, the risks, and the organization\u2019s ability to manage the automation system over the long term.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><em>\u201cWe should be able to automate that one.<\/em> \u201d That phrase comes up in every meeting, and it\u2019s rarely wrong: technically, almost anything can be automated. The real question isn\u2019t whether it\u2019s possible, but whether it\u2019s worth it\u2014and whether the automation will hold up over time. That\u2019s where most failures occur.<\/p>\n<p>An <a href=\"https:\/\/www.sqorus.com\/en\/enterprise-technologies\/process-automation\/\" title=\"Automation expertise\">automation project<\/a> rarely fails on the day it goes live. More often than not, it gradually deteriorates: the application evolves, exceptions pile up, no one maintains the scripts anymore, and six months later, the team reverts to manual processing.<\/p>\n<p>In this case, the problem does not necessarily stem from the technology: the process, scope, or governance were not adequately prepared.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Why the Choice of Process Matters More Than the Tool  <\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The market is flooded with <a href=\"https:\/\/www.sqorus.com\/en\/improve-financial-processes-with-automation-and-rpa\/\" title=\"Improving financial processes through automation and RPA\">RPA platforms<\/a>, orchestrators, and no-code solutions that look very impressive in demos. They work. But none of them can make up for a poor choice of scope.<br \/>Choosing the right process to automate means:<\/p>\n<ul>\n<li>ROI achieved in months, not years: gains are realized based on actual volumes<\/li>\n<li>A machine that ages well: fewer reworks, less unplanned maintenance<\/li>\n<li>Convinced teams: a successful first implementation paves the way for future ones<\/li>\n<li>Managed risk: no uncontrolled robots handling sensitive data<\/li>\n<\/ul>\n<p>Conversely, a poorly chosen first project costs twice as much: it drains the budget and undermines confidence in the initiative. In many organizations, a failed automation project puts the issue on hold for two years.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>The 3 Factors to Consider Before Automating<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||5%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>In practice, the candidate process is rarely chosen based on explicit criteria. It is chosen because it is visible, because a team is complaining about it, or because a sponsor is pushing for it. These are poor indicators: the most tedious process isn\u2019t always the one most amenable to automation, and the one most amenable to automation isn\u2019t always the most cost-effective.<br \/>To make a decision, you need to consider three distinct dimensions, which do not offset one another:<\/p>\n<ul>\n<li>Feasibility: Can<a href=\"https:\/\/www.sqorus.com\/en\/sqorus-solutions\/sqautest\/\" title=\"Our SQAUTEST Solution\">the automated system<\/a> be built\u2014and, more importantly, maintained?<\/li>\n<li>Cost-effectiveness: Do the benefits justify the investment and maintenance costs?<\/li>\n<li>Governance and risk: Is the organization ready to entrust this task to a machine?<\/li>\n<\/ul>\n<p>A feasible but unprofitable process results in an expensive automated system. A profitable but unfeasible process results in a never-ending project. Here are the criteria that truly make a difference in each of these three areas.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#f36245&#8243; text_font_size=&#8221;36px&#8221; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Feasibility<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>1. The business rules level: Is the process deterministic?<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||5%||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; locked=&#8221;off&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>This is the number one criterion, by far. An automatable process is one in which the same input always produces the same output. As soon as a human has to make a judgment call, interpret a specific case, or \u201chandle it on a case-by-case basis,\u201d automation hits a wall.<\/p>\n<p>Beware of the classic pitfall: a process described as simple often hides a long list of exceptions that operators handle out of habit, without even considering them exceptions. These are the ones that will cause the development workload to skyrocket.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; background_color=&#8221;#f7fbff&#8221; custom_margin=&#8221;||12%||false|false&#8221; custom_padding=&#8221;5%|5%|5%|5%|true|true&#8221; border_radii=&#8221;on|23px|23px|23px|23px&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Helpful tip<\/strong>: Ask the operator to walk through the process using ten randomly selected real-world cases. Count how many times they say \u201cunless.\u201d If the number exceeds two or three, the scope must be narrowed before automation can proceed.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>2. The stability of the target application<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>An automated system is a loyal but inflexible client: it reproduces exactly what it has been taught. If the underlying application changes every month, each update requires a complete redevelopement. The maintenance costs eventually outweigh the benefits.<\/p>\n<p>Check the roadmap before committing:<\/p>\n<ul>\n<li>Is the application at the end of its life cycle, undergoing a redesign, or scheduled for migration?<\/li>\n<li>How often do screens, fields, or rules change?<\/li>\n<li>Is there a channel of communication between the vendor or the application team and you?<\/li>\n<\/ul>\n<p>A stable process running on a stable application is an ideal candidate. A stable process running on an application undergoing a major overhaul will have to wait.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>3. The nature of interfaces: API or screen?<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Not all automation solutions are technically equal. When an application exposes APIs or services, the automation tool relies on a stable, documented contract. When it\u2019s necessary to use the graphical user interface\u2014such as simulating clicks, screen reading, or scraping\u2014even minor cosmetic changes can break the bot.<\/p>\n<p>The difference in reliability between the two approaches is significant, and it isn&#8217;t apparent in the initial cost estimate. It becomes evident after one year, in the maintenance budget.<\/p>\n<p>The number of applications involved matters just as much. A process that passes through four systems\u2014two of which belong to third parties\u2014creates multiple points of failure: authentication, unavailability, and unannounced version changes. Every boundary crossed represents an additional risk.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>4. The quality of environments, data, and documentation<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>These are the criteria we discover too late, once the project is already underway. While they never single-handedly derail an automation project, they consistently cause delays.<\/p>\n<ul>\n<li><strong>Environments<\/strong>: Do you have a stable and available testing environment, or will the bot need to be developed directly in production?<\/li>\n<li><strong>Datasets<\/strong>: Are the data structured, consistent, and representative? A PLC cannot guess what a human would instinctively correct<\/li>\n<li><strong>Documentation<\/strong>: Is the process formalized, or does it exist only in the mind of the person who has been executing it for eight years?<\/li>\n<\/ul>\n<p>An undocumented process is not necessarily impossible to automate. However, the formalization phase must be factored into the cost estimate, as it often takes longer than the development itself.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; admin_label=&#8221;Image + Text Block&#8221; module_class=&#8221;bloc_2_colonnes&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#a4d0fa&#8221; custom_margin=&#8221;||8%||false|true&#8221; custom_margin_tablet=&#8221;||10%||false|true&#8221; custom_margin_phone=&#8221;||15%||false|true&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;50px|50px|50px|50px|true|true&#8221; animation_style=&#8221;fade&#8221; border_radii=&#8221;on|23px|23px|23px|23px&#8221; locked=&#8221;off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; module_class=&#8221;colonne_texte&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;||||false|false&#8221; custom_padding_phone=&#8221;||||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Titre &#8211; H2&#8243; module_class=&#8221;Titre_40&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||10px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Evaluate your process in just a few minutes<\/h2>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Texte&#8221; module_class=&#8221;TexteCorps&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||||false|false&#8221; animation_style=&#8221;fade&#8221; animation_direction=&#8221;left&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Find out quickly whether your process meets the right conditions for automation.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#&#8221; button_text=&#8221;Run the diagnostic test&#8221; button_alignment=&#8221;left&#8221; module_class=&#8221;Bouton fond_blanc&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#f36245&#8243; button_border_width=&#8221;1px&#8221; button_border_color=&#8221;#f36245&#8243; custom_margin=&#8221;30px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; module_class=&#8221;vertical-align&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; background_enable_image=&#8221;off&#8221; background_size=&#8221;custom&#8221; background_image_width=&#8221;19%&#8221; background_position=&#8221;top_right&#8221; background_vertical_offset=&#8221;7%&#8221; custom_padding=&#8221;||2rem||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_icon font_icon=&#8221;&#xf518;||fa||900&#8243; icon_color=&#8221;#a56401&#8243; icon_width=&#8221;20px&#8221; icon_width_tablet=&#8221;30px&#8221; icon_width_phone=&#8221;14px&#8221; icon_width_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;Icon haut&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#fab74f&#8221; positioning=&#8221;absolute&#8221; position_origin_a=&#8221;top_right&#8221; position_origin_r=&#8221;top_right&#8221; vertical_offset=&#8221;30px&#8221; horizontal_offset=&#8221;-12px&#8221; z_index=&#8221;1&#8243; vertical_offset_tablet=&#8221;30px&#8221; vertical_offset_phone=&#8221;20px&#8221; vertical_offset_last_edited=&#8221;on|phone&#8221; horizontal_offset_tablet=&#8221;55px&#8221; horizontal_offset_phone=&#8221;0px&#8221; horizontal_offset_last_edited=&#8221;on|phone&#8221; position_origin_a_tablet=&#8221;top_right&#8221; position_origin_a_phone=&#8221;top_right&#8221; position_origin_a_last_edited=&#8221;on|tablet&#8221; position_origin_f_tablet=&#8221;&#8221; position_origin_f_phone=&#8221;&#8221; position_origin_f_last_edited=&#8221;on|tablet&#8221; position_origin_r_tablet=&#8221;top_right&#8221; position_origin_r_phone=&#8221;top_right&#8221; position_origin_r_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;25px|24px|25px|24px|true|true&#8221; custom_padding_tablet=&#8221;2rem|2rem|2rem|2rem|true|true&#8221; custom_padding_phone=&#8221;16px|15px|16px|15px|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; positioning_tablet=&#8221;absolute&#8221; positioning_phone=&#8221;absolute&#8221; positioning_last_edited=&#8221;on|tablet&#8221; border_radii=&#8221;on|200px|200px|200px|200px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_icon][et_pb_image src=&#8221;https:\/\/www.sqorus.com\/wp-content\/uploads\/2024\/05\/Parcours-Votre-evolution-chez-SQORUS-1.png&#8221; alt=&#8221;SQORUS logo&#8221; title_text=&#8221;SQORUS logo&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;center&#8221; align_last_edited=&#8221;on|tablet&#8221; disabled_on=&#8221;off|off|off&#8221; module_class=&#8221;image_fond&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_image=&#8221;off&#8221; positioning=&#8221;relative&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;80%&#8221; width_last_edited=&#8221;on|phone&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;right&#8221; animation_duration=&#8221;2000ms&#8221; animation_intensity_slide=&#8221;20%&#8221; border_radii=&#8221;on|300px|300px|300px|300px&#8221; border_width_all=&#8221;10px&#8221; border_color_all=&#8221;#d9e0e5&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|||||&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#f36245&#8243; text_font_size=&#8221;36px&#8221; custom_padding=&#8221;||||false|false&#8221; locked=&#8221;off&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Profitability<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>5. Frequency and Volume: The Real Drivers of ROI<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>An automated machine has a fixed construction cost and virtually no operating cost. Its profitability is therefore directly proportional to the number of times it runs. This is a simple matter of arithmetic, and yet it is the criterion most often underestimated.<\/p>\n<p>There are two interrelated aspects:<\/p>\n<ul>\n<li>Execution frequency: daily, weekly, monthly, or one-time?<\/li>\n<li>The volume processed per run: ten lines or ten thousand?<\/li>\n<\/ul>\n<p>A daily run on 10,000 records is nothing like a quarterly run on 50. The former pays for itself in a few weeks; the latter probably never will. A rarely run process remains an excellent candidate for simplification or lightweight automation\u2014not for full automation.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>6. The Actual Cost of Manual Execution<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The calculation should not be limited to \u201ctime spent \u00d7 hourly rate \u00d7 frequency.\u201d Indirect costs must also be factored in:<\/p>\n<ul>\n<li>The time required to resume work after an interruption, when the task is broken up throughout the day<\/li>\n<li>The resulting wait times for other teams or the end customer<\/li>\n<li>Opportunity cost: what employees could be doing with that time that would be more productive<\/li>\n<li>Reliance on a single person, and the risk associated with that person\u2019s absence<\/li>\n<\/ul>\n<p>A one-hour task performed by an expert each day not only takes up one hour of work but also ties up valuable expertise that could be devoted to analysis, monitoring, or continuous improvement.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>7. The Current Error Rate: The Hidden Criterion<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||8%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>This is the strongest\u2014and least frequently used\u2014argument. If the manual process regularly leads to errors\u2014such as incorrect data entry, omissions, or inconsistencies detected later in the process\u2014automation not only saves time but also ensures reliability.<\/p>\n<p>And in many situations, the cost of an error far exceeds the cost of the time spent: rework downstream, customer complaints, accounting discrepancies, production incidents.<\/p>\n<p>When a process involves a high volume and a significant error rate, the case speaks for itself.<\/p>\n<p>Conversely, a manual process that has been carried out without error for years on a small volume does not have any quality issues to resolve. At most, it presents a convenience issue.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#f36245&#8243; text_font_size=&#8221;36px&#8221; custom_padding=&#8221;||||false|false&#8221; locked=&#8221;off&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Governance &#038; Risk<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>8. Data Sensitivity and Organizational Maturity<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The final consideration\u2014one that is often addressed last, even though it should be addressed right from the outset\u2014is: Is the organization ready to let a machine perform this task?<\/p>\n<p><strong>The issue is primarily regulatory<\/strong>: personal, financial, or health data, or data subject to a sector-specific framework. The more sensitive the data, the higher the level of control expected from the system: traceability of operations, access management, logging, and the ability to replay or justify an operation.<\/p>\n<p><strong>Next, there is the organizational aspect<\/strong>. Who will be responsible for the PLC once the project is complete? Who monitors it, who shuts it down, and who troubleshoots it? A PLC without an identified owner is a PLC that will drift silently out of control. Governance does not determine whether a process can be automated or not; rather, it determines the level of requirements that must be incorporated from the design phase onward.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Examples of processes to prioritize<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The best candidates are often repetitive, standardized, and controllable processes. For example:<\/p>\n<ul>\n<li><strong>HR (HRIS)<\/strong>: Ensuring that key processes remain unchanged after each vendor update (hiring, transfers, terminations); verifying data flows to payroll and the directory; and monitoring security rules (who can view which data based on their access scope).<\/li>\n<\/ul>\n<ul>\n<li><strong>Finance (ERP)<\/strong>: End-to-end testing of the procurement cycle (purchase order, receipt, invoice, payment); verification of approval workflows based on amount thresholds; and review of automatically generated journal entries.<\/li>\n<\/ul>\n<ul>\n<li><strong>IT \/ Cross-functional<\/strong>: testing of application interfaces, verification of access permissions and SSO, and automatic collection of execution evidence for auditing purposes.<\/li>\n<\/ul>\n<p>These examples must always be evaluated in context: volume, application stability, exceptions, data sensitivity, and maintenance costs.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>In summary<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<table style=\"width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 141.875px;\">\n<p><strong>Criterion<\/strong><\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p><strong>What to Check<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Business Rules<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Deterministic process; exceptions are identified and counted<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Application Stability<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>No major overhauls or migrations in the short term<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Interfaces<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Available APIs rather than screen automation<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Technical Scope<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Number of applications and third-party information systems involved<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Environments &#038; Data<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Acceptance test available, structured data, documented process<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Frequency &#038; Volume<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Repeated runs on large volumes<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Manual Cost<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Time, expertise required, and indirect costs<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Error Rate<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Frequent and costly errors downstream<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 141.875px;\">\n<p>Governance<\/p>\n<\/td>\n<td style=\"width: 151.125px;\">\n<p>Data Sensitivity, Identified PLC Owner<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Not all of these criteria carry the same weight. Application stability, the level of business rules, the nature of the interfaces, frequency, and volume are key factors: a low score on any one of them is enough to disqualify a candidate, even if everything else is in the green.<\/p>\n<p>Documentation and technological complexity, on the other hand, simply extend the timeline without calling the overall decision into question. A useful evaluation grid is therefore a weighted one.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Where should I start?<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;7%&#8221; _builder_version=&#8221;4.27.9&#8243; custom_margin=&#8221;||3%||false|false&#8221; custom_padding=&#8221;||5%||false|false&#8221; inline_fonts=&#8221;Roboto&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Don&#8217;t automate your most complex process first, even if it&#8217;s the one causing the most pain. Start with the one that meets the most criteria: a stable, repetitive process with high volume and low regulatory risk. A quick initial success builds the credibility needed to tackle the difficult cases next.<\/p>\n<p>Above all, make the decision objective. A scoring grid developed jointly by the IT department, the business unit, and senior management avoids decisions based on gut feelings and facilitates discussion: when a process is rejected, everyone can see which criteria it failed to meet.<\/p>\n<p>That\u2019s exactly what we\u2019ve sought to provide at SQORUS. Through our experience conducting these assessments for our clients, we\u2019ve formalized our evaluation framework into an online tool: fourteen criteria across three categories\u2014feasibility, profitability, and governance\u2014weighted according to their actual importance, with a score for each category and a reasoned verdict. The entire report can be exported as a PDF or CSV file to provide input for your decision-making committee.<\/p>\n<p>Assess your process&#8217;s automation potential in just a few minutes: access the SQORUS assessment tool.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=&#8221;on|desktop&#8221; module_class=&#8221;cta-bleu&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#20299f&#8221; background_image=&#8221;https:\/\/www.sqorus.com\/wp-content\/uploads\/2026\/10\/Photo-episode-2-scaled.png&#8221; background_size=&#8221;contain&#8221; background_position=&#8221;center_right&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;||3%||false|true&#8221; custom_padding=&#8221;50px|400px|50px|55px|true|false&#8221; custom_padding_tablet=&#8221;50px|55px|50px|55px|true|true&#8221; custom_padding_phone=&#8221;40px|55px|40px|55px|true|true&#8221; background_last_edited=&#8221;on|phone&#8221; background_enable_image_tablet=&#8221;off&#8221; border_radii=&#8221;on|23px|23px|23px|23px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;Titre_40 Titre_blanc&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; header_2_font_size=&#8221;30px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Assess the potential for automating your processes<br \/>\n<\/h2>\n<p>[\/et_pb_text][et_pb_text module_class=&#8221;FondBleu&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#d6d8f4&#8243; text_line_height=&#8221;30px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]Have you identified a time-consuming, repetitive HR, Finance, or IT process that\u2019s prone to errors? Take just a few minutes to assess a process\u2019s potential for automation.[\/et_pb_text][et_pb_button button_url=&#8221;#&#8221; button_text=&#8221;Diagnose&#8221; button_alignment=&#8221;left&#8221; button_alignment_tablet=&#8221;center&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;on|tablet&#8221; admin_label=&#8221;Bouton de t\u00e9l\u00e9chargement&#8221; module_class=&#8221;Bouton Fond_blanc&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;15px&#8221; button_text_color=&#8221;#f36145&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_border_width=&#8221;1px&#8221; button_border_color=&#8221;#f36145&#8243; button_border_radius=&#8221;50px&#8221; button_font=&#8221;||||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;20px||||false|false&#8221; custom_padding=&#8221;13px|25px|13px|25px|false|false&#8221; custom_css_free_form=&#8221;selector:hover{||  background-color: #FFF6F5 !important;||}&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Section &#8211; Blog &#8211; Cta Actu&#8221; module_class=&#8221;Fond_bleu Fond_icone&#8221; _builder_version=&#8221;4.27.0&#8243; custom_margin=&#8221;5rem||5rem||true|true&#8221; custom_margin_tablet=&#8221;4rem|40px|4rem|40px|true|true&#8221; custom_margin_phone=&#8221;|20px||20px|false|true&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;3rem||3rem||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row make_equal=&#8221;on&#8221; admin_label=&#8221;Block of text&#8221; module_class=&#8221;LargeurBox&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;fade&#8221; locked=&#8221;off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|9rem||9rem|false|true&#8221; custom_padding_tablet=&#8221;|0rem||0rem|false|true&#8221; custom_padding_phone=&#8221;|0rem||0rem|false|true&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Sous-titre&#8221; module_class=&#8221;SousTitre&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||10px||false|false&#8221; text_orientation_tablet=&#8221;&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]Contact[\/et_pb_text][et_pb_text admin_label=&#8221;Titre &#8211; H2&#8243; module_class=&#8221;Titre_40&#8243; _builder_version=&#8221;4.26.1&#8243; _module_preset=&#8221;default&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Do you have a project? A request?\u2028 Any questions?<\/h2>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Texte&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#d2d4ec&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]Contact us today and find out how we can work together to shape your company\u2019s digital future.[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/www.sqorus.com\/en\/contact\/&#8221; button_text=&#8221;Contact SQORUS&#8221; button_alignment=&#8221;center&#8221; module_class=&#8221;Bouton fond_orange&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;30px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.5&#8243; custom_margin=&#8221;10%||||false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; custom_padding=&#8221;||5%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>FAQ \u2013 Assessing a Process&#8217;s Automation Potential<\/h2>\n<p>[\/et_pb_text][dsm_faq dsm_make_accordion_toggle=&#8221;on&#8221; dsm_open_faq_item=&#8221;on&#8221; dsm_enable_schema_markup=&#8221;on&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][dsm_faq_child dsm_title=&#8221;What are the criteria for determining whether a process can be automated?&#8221; dsm_content=&#8221;Three categories of criteria must be considered together. Feasibility: deterministic processes, stable applications, accessible technical interfaces, and controlled environments and data. Cost-effectiveness: frequency of execution, volume processed, manual cost, and current error rate. Governance: data sensitivity and organizational maturity. A process is a good candidate only if it scores satisfactorily across all three areas.&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_faq_child][dsm_faq_child dsm_title=&#8221;Which process should be automated first?&#8221; dsm_content=&#8221;<\/p>\n<p>One that combines a high degree of repetition, significant volume, stable business rules, and low regulatory risk. The first automation project must, above all, demonstrate value quickly: a modest but undeniable gain is better than an ambitious project whose benefits don\u2019t materialize until eighteen months later.<\/p>\n<p>&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_faq_child][dsm_faq_child dsm_title=&#8221;How do you calculate the ROI of process automation?&#8221; dsm_content=&#8221;Compare the total cost of building and maintaining the automation system to the annual cost of manual execution: time spent \u00d7 frequency \u00d7 hourly cost, plus indirect costs such as rework due to errors, resulting delays, and reliance on a single person. Frequency and volume are the two most critical variables in the calculation.&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_faq_child][dsm_faq_child dsm_title=&#8221;Can an undocumented process be automated?&#8221; dsm_content=&#8221;Yes, but not directly. Formalizing the process becomes a prerequisite for the project and must be budgeted accordingly. This phase often takes longer than developing the automation system itself, and it is a common cause of budget overruns. However, it has value in its own right: documenting a process almost always reveals opportunities for simplification even before automation begins.&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_faq_child][dsm_faq_child dsm_title=&#8221;Should you automate a process that changes frequently?&#8221; dsm_content=&#8221;<\/p>\n<p>No, not as it stands. An automated system faithfully replicates what it has been taught: every change to the application or business rules requires the development process to start over. If the application roadmap calls for a redesign or migration in the near future, it\u2019s best to wait until the system has stabilized, or to limit the scope to the stable part of the process.<\/p>\n<p>&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_faq_child][\/dsm_faq][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Can your process really be automated? Discover 8 concrete criteria for evaluating its feasibility, cost-effectiveness, and governance.<\/p>\n","protected":false},"author":136,"featured_media":57386,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","_ayudawp_aiss_exclude":false,"_ayudawp_aiss_exclude_summary":false,"_ayudawp_aiss_summary":"","_ayudawp_aiss_summary_provider":"","_ayudawp_aiss_summary_hash":"","footnotes":""},"categories":[478],"tags":[],"metiers":[225],"sujet":[212],"class_list":["post-57387","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-rpa","metiers-it-en","sujet-business-process-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How can you tell if a process can be automated? - SQORUS<\/title>\n<meta name=\"description\" content=\"Can your process really be automated? 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