A research and business case pack for asset management operations leads deciding which investment operations tasks to automate. It builds the case from the organization's own operational data. Every assumption is labelled by the strength of its evidence, and released staff time is kept apart from real cash savings.
What this pack covers
The pack has thirteen sections, running from the decision and its conditions through inputs, method, options, design, execution, governance and measurement. It includes a suitability scoring model with defined anchors, business case formulas and gate requirements. A synthetic worked example and a failure case show the method in use. Copyable tools include an assumption register, a source log, a research questions log, a task scoring worksheet and a review record.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references