Implementation

Document Automation Decision Framework

Decision framework for evaluating document automation platforms. Covers volume assessment, standardization check, ROI calculation, technical requirements, and vendor evaluation.

Time Investment: 45-60 minutes

Use Case: Evaluating document automation platforms

From Newsletter Issue #10

Work through the steps below.

Progress0%

0 of 6 steps completed

Document volume per month*

Standardisation assessment completed*

Identify which documents follow templates vs. require bespoke drafting.

Current document creation time baseline established*

Measure average time to create each document type before automation.

Technical integration requirements

Budget range identified*

Vendor shortlist created (minimum 3)

Identify at least three vendors to evaluate against your requirements.