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Hands-On Exercise: Design Your Workflow Automation Strategy

Apply workflow automation concepts to your business processes.

Exercise

How would you design and implement workflow automation for your organization?

Task:

**Design a Workflow Automation Strategy** Select a process from your organization and design an automation strategy: 1. **Process Selection** - Choose a high-volume, repetitive process - Document current state (steps, time, cost) - Identify pain points and inefficiencies 2. **Automation Design** - Map the optimized future state - Identify automation technologies needed - Design exception handling approach - Plan system integrations 3. **ROI Projection** - Calculate current process cost - Estimate automation cost - Project efficiency gains - Determine payback period 4. **Implementation Roadmap** - Phase 1: Document processing - Phase 2: Core workflow automation - Phase 3: Integration completion - Phase 4: Optimization and scaling **Deliverable Template:** - Process name and description - Current vs. future state comparison - Technology stack recommendation - ROI calculation - 90-day implementation plan - Success metrics and KPIs

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