AI and Intelligent Automation Assessment
Evaluates intelligent automation CoE maturity across mandate and operating model, pipeline and process selection, design standards and build, testing, release and change, identity, controls and risk, operations and run health, lifecycle, platform and cost, people, citizen development and workforce impact, and value, performance and improvement.
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Head of the intelligent automation CoE, automation director and executive sponsor. Secondary: CIO, chief digital or transformation officer, process excellence leader, head of IT operations, CISO and AI governance lead.
Shows where automation is chosen by habit rather than fit, where waste is automated, where bots and agents run under shared or excessive access, where AI output reaches systems of record unchecked, where failures are found by users, where citizen and shadow automations escape control and where reported savings are not real. Gives a prioritized path to an automation capability that scales safely and proves its value.
Automation programs often start with quick wins and end with a fragile estate: bots that break whenever an application changes, low-code flows nobody owns, document extraction that misreads amounts without anyone noticing, AI agents given more access than their task needs, and hours saved that never become money or redeployed capacity. This assessment follows the automation lifecycle: the CoE charter, sponsor, strategy and technology selection, ownership, federated delivery and inventory; intake, discovery, scoring, simplification, AI use case hand-off and prioritization; reference patterns, code review, design documents, components and APIs, exception handling, document processing confidence design and agent task design; testing, AI accuracy testing, release, application change and rule change; identities, privileges, credentials, segregation of duties, sensitive data, audit trail, risk tiering and agent containment; monitoring, queues, incidents, service levels, fallback and AI production monitoring; health reviews, retirement, platform strategy, license use and cost; CoE roles, key-person risk, capacity, citizen developers, shadow automation and workforce impact; and verified value, cash release, the scorecard, benchmarking, management review and improvement. It is the automation deep dive of the Digital Transformation family (hub plus Intelligent Automation CoE): the hub keeps one intake, the roadmap link and budget-level decisions, and this model keeps automation practice. Identity, AI governance, change, incident, value method and workforce depth stay with their owning models; this model tests the automation program and its hand-offs to them.
Each domain is a group of related questions, scored on its own and rolled up into your overall result.
01 · 6 questions
The CoE charter across all automation types, leadership and sponsor accountability, automation strategy and technology selection, ownership of processes, automations and platforms, the federated delivery model and the automation inventory
02 · 6 questions
Demand intake, process discovery and mining, suitability, technology fit and risk tier scoring, process simplification before automation, the hand-off of AI-based ideas to AI use case management and value-based prioritization
03 · 7 questions
Reference patterns and development standards by automation type, version control and peer review, design documentation, reusable components and API-first connectors, exception handling and human hand-off, document processing confidence design and AI agent task design
04 · 5 questions
Test strategy and business acceptance, AI component accuracy testing, release and rollback through change management, coordination with target application changes and maintenance, and business rule and regulatory change
05 · 8 questions
Bot and agent identities, least privilege and recertification, credential vaulting, segregation of duties in build, run and transactions, sensitive data, the transaction audit trail, automation risk tiering and AI agent action limits and containment
06 · 6 questions
Control room monitoring and alerting, work and exception queues, automation incidents, service levels and straight-through processing, manual fallback and AI and document processing production monitoring
07 · 5 questions
Periodic health and technical debt review, retirement, platform and vendor strategy, license and runtime utilization and the full cost of each automation
08 · 6 questions
CoE roles and skills, key-person risk on critical automations, CoE capacity, the citizen developer program, promotion of citizen builds and discovery of shadow automation, and the impact of automation on business roles
09 · 6 questions
Verified benefits per automation, freed capacity and cash release, the program scorecard, benchmarking and underperformer decisions, the CoE management review and program improvement
Measures that show whether the improvements hold.
| KPI |
|---|
| Straight-Through Processing Rate - Share of transactions received by critical automations that complete without human touch. Target: 75% or more (model target). |
| Exception Items Resolved within Aging Limit - Share of items handed to human exception queues resolved within their aging limit. Target: 90% or more (model target). |
| Verified Value against Estimate - Verified annual value of automations at 180 days divided by their estimated value at approval. Target: 80% or more (model target). |
| Automations with Negative Net Value - Share of production automations whose verified annual value is below their full annual cost. Threshold: 10% or fewer (model target). |
| Agent Actions beyond Limits not Stopped - Agent actions that exceeded their limits or skipped a required approval and were not blocked. Threshold: 0 (control). |
Questions are written in plain language and mapped to:
Practices this assessment relies on. Assessing them too gives a fuller picture.
An overall score and a score for each of the 9 domains.
A clear view of where current practice falls short, and why it matters.
Prioritized next steps to move each area to the next level.
Results you can share with leadership and track over time.
Register, take the assessment, and get your maturity score with a clear improvement roadmap.
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