AutomationScan | Transformation Workbench

YOUR TRANSFORMATION WORKSPACE

Choose where you want to start

AutomationScan will use information you have already entered, preserve your work, and guide you to the next useful step.

Switch journey

Bring your evidenceStart with an application portfolio or spend / renewal register. The browser validates the structure before anything is added to the Workbench.

Upload evidence workbook Expected fields: Application, Department, Annual Cost, Users, Business Owner, Renewal Date, Criticality, Integration Count, Contract Term. Spend files may use Vendor, Category, Amount, Currency, Renewal Date.

Bulk data entryDownload one complete Excel workbook containing every Workbench section and field. Fill the Your Answer column, then upload the same workbook once. Use the Application Portfolio and Evidence sections for structured source-backed inputs.

Upload completed workbook

FOUNDATION

Transformation profile

Use the same context model across every downstream decision instead of repeating isolated questionnaires.

Industry / sector Primary operating country Current platform Business model Scale Revenue model Fulfilment model Delivery model Regulatory intensity Transformation appetite Target horizon Integration complexity Goals Business pain

PROCESS INTELLIGENCE

Process health & treatment

Add processes and quantify effort, exceptions and errors. The workbench converts the inputs into a deterministic treatment lens.

Process name Monthly volume Minutes per transaction Exception rate % Error / rework rate % Human judgement required? Process notes

APPLICATION PORTFOLIO

Application inventory & rationalisation

Build a simple application portfolio without requiring a connector. You can enter records manually or use the complete Excel workbook for bulk intake.

Application Annual cost Business value Technical health Usage Redundancy Lifecycle Integration complexity

For bulk intake, use the complete Excel workbook above.

CAPABILITY MODEL

Capability map & gap analysis

Connect business capabilities to requirements, applications and evidence. Keep the model editable so it can reflect the organisation rather than a generic template.

Capability Business criticality Current maturity % Target maturity % Current application Requirement ID Evidence status Gap / action

DECISION ENGINE

Dynamic investigation set

Nothing is pre-ranked or hard-coded. Add the applications, platforms, vendors or specialists you want assessed and score them against your own requirements, processes, capabilities and evidence.

Candidate name Capabilities / scope Candidate notes

ECONOMICS

Editable TCO & business case

All figures are user-entered assumptions. No embedded benchmark is silently inserted.

Years Current annual licence/subscription Current annual support Current annual infrastructure Current annual internal supportCurrent annual external supportCurrent annual upgrades Future annual subscription Future annual services/supportFuture annual internal supportFuture annual external supportFuture annual upgrades Future annual infrastructure Implementation Migration & dataIntegrationTesting / cutoverChange & trainingCoexistenceDecommissioningContingency %Annual inflation %Discount rate % Expected annual value Value realisation %

VALIDATE BEFORE BUYING

RFP / RFI + POC pack

Generate a structured starting pack from your profile and investigation set. It is intentionally a draft, not a procurement commitment.

APPLICATION PORTFOLIO

Portfolio health & rationalisation

Turn the application inventory into a transparent disposition lens using value, technical health, usage, redundancy, lifecycle and integration complexity.

EXECUTE

POC, migration & transformation readiness

Capture evidence-led readiness rather than assuming implementation feasibility.

POC candidateScenario Expected resultObserved result Evidence status Decision note

Migration readiness

Data readiness %Integration readiness %Customisation readiness %People/change readiness %Security/control readiness %Testing/cutover readiness %

GOVERN

Compliance, AI controls & risk

Connect a consideration to a requirement, capability, evidence and validation gate. Add risks that must be owned before a decision.

Requirement Capability Evidence Validation gate AI capability Risk

TRANSFORM

Roadmap builder

Create practical gates across 30/60/90 days, 6, 12 and 24 months. Ownership remains explicit.

Horizon Workstream Owner Gate Dependency Value

REQUIREMENTS

Requirements library & traceability

Create reusable requirements and trace them to processes, candidates, evidence and validation gates.

Requirement Type Priority Process Acceptance criterion Evidence gate

VENDOR RESPONSE

Vendor response comparison

Paste or import structured response text. AutomationScan extracts requirement IDs, response status and evidence notes for side-by-side review. This is a comparison aid, not an autonomous procurement decision.

Candidate Requirement ID Response status Evidence status Vendor response Dependencies / exceptions

EVIDENCE MODEL

Claim & evidence register

Track provenance, freshness, confidence and validation status for vendor, capability and transformation claims. Use this register to separate what is known from what must be proved.

Evidence type Claim / evidence Evidence / value Source Source date Confidence Reviewer Status Next validation

Recommended intake order: application inventory → spend / renewal records → process metrics → vendor evidence → POC results. If you only have estimates, mark them as User stated or Assumption.

Recommendation feedback

After using this brief, record whether the findings were useful. This improves traceability without changing the underlying evidence.

OutcomeWhat changed?

OUTPUT

Transformation dossier

Save, export or print the complete workbench state. This output is designed as a foundation for the future cloud workspace.

From assessment to evidence-backed action.