Your Automation Evolution Begins Here

Assess where your business is on the automation journey from Reactive to Proactive. Use your knowledge to make improvements to your company by answering 10 questions. The results will help guide you across collaboration, technology, digital transformation and connectivity challenges with recommended content to help you get there.

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Reactive No Automation

Prepared Silos of Automation

Consistent Central Automated Processes

Reinforced Data Collection and Analysis

Proactive Integrated Enterprise

Reactive - No Automation
Consistent - Central Automated Processes
Prepared - Silos of Automation
Reinforced - Data Collection and Analysis
Proactive - Integrated Enterprise

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Automation
Challenges
Process
Analytics
People
Data Silos
Connectivity
Mobility
Digital Transformation
Goals

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Question 1: AUTOMATION

Which of the following best describes the level of automation at your organization?

Manual

We are attempting to connect multiple systems and self-built applications in a patchwork fashion and discussing ways to reduce manual processes.

Isolated

We have systems in place, but lack a single “version of the truth” and the ability to integrate with all our systems, including legacy.

Connected

Our systems are integrated, but we need to be able to upgrade or attach new services while safeguarding our existing infrastructure.

Distributed

We have begun to scale quickly with the speed of our business and seamlessly integrate applications across multiple divisions.

Unified

We are comprehensively integrated for automation and are seeing meaningful business results.

QUESTION 2: CHALLENGES

What is the primary challenge your organization faces with automation?

Error-Prone

We have late and error-prone data due to manual information gathering.

Disruptive

Planned activities are interrupted to address unplanned and disruptive activities.

Slow

We have unwanted and unacceptable periods of production/operations downtime.

Incomplete

We are challenged to automate decisions such as reject handling, work order generation and supply chain.

Evolving

We are fully automated but would like advanced-level, comprehensive business integration tools and strategies.

QUESTION 3: PROCESS

How would you characterize the current state of operational processes within your organization?

Ad Hoc

Processes are defined as needed.

Accessible

Processes are defined, documented and available for use.

Rigorous

Processes are formalized, managed and maintained.

Measured

Reporting is in place — processes are measured and tied to KPIs.

Optimized

Processes are consistently optimized through improvement and adaptation.

QUESTION 4: ANALYTICS

Which of the following best describes the current level of analytics in your operation?

Basic

Analyzing data is complicated and largely a manual process with high cost.

Descriptive

Information is collected and analyzed but from seemingly unrelated data streams. Costs rarely justify the benefits to the enterprise.

Diagnostic

Data transparency and visualization aiding collaboration efforts. Organization-wide root cause analyses are difficult or not possible.

Predictive

Analytics applications with standardized data are in place, and decision-making about efficiency and cost is creating business value.

Prescriptive

Real-time operational analytics allow for optimized decisions with automated decision-making on fundamental processes possible.

QUESTION 5: PEOPLE

At what level do you believe the people across your organization understand, execute and can practically focus on improvement in their roles and responsibilities?

Employed

Motivation to learn and become productive in their roles can be a challenge. High turnover rates are sometimes an issue.

Trained

They understand their roles but don’t always execute well.

Compliant

They are getting the job done, see the big picture and know what is expected but not excelling.

Belief

Understanding and execution is occurring. There is room for improvement.

Ownership

Most people are executing, collaborating and improving their roles and contributing to the success of the organization.

QUESTION 6: DATA SILOS

Which of the following best describes the impact data silos have on your operation?

High Impact

Data is completely inaccessible between departments.

Substantial Impact

Some data is shared, but most departments are still working independently.

Some Impact

Most of our data is being shared, but distribution and access in mobile, remote or other corporate locations is an ongoing challenge.

Low Impact

Information is connected, but there may be need for capabilities like comprehensive reporting or field site historical data aggregation.

No Impact

Real-time data is accessible to our teams anywhere, and ERP data is pulled into manufacturing for full business alignment.

Question 7: Connectivity

Which stage of workforce connectivity best describes where your operation fits today?

Segmented

Data is not widely shared and information outside immediate location may not be visible. Tasks are tended to with no interconnectivity.

Participatory

Some information is shared and there is some collaboration occurring. Data may be redundant across departments.

Engaged

Information and procedures are available to workforce through mobile devices and/or via remote access. Collaboration occurring at team level.

Empowered

Workforce is mobile-ready. Remote data visibility outside of production and/or operations allows for connection across business.

Integrated

Real-time data visibility throughout the enterprise. Workforce mobility contributes to seamless, predictive, actionable insights.

QUESTION 8: MOBILITY

What level of confidence do you have about making remote changes to live production systems as part of continuous improvement initiatives?

Very Low

We do not currently have continuous improvement initiatives or live production systems in place.

Low

Our systems are in place, but remote changes are either not possible or not worth the operations downtime.

Average

We are actively working toward continuous improvement and can make remote changes, but it does require some downtime and fine-tuning.

High

We regularly make remote changes to live production with little downtime, but refinement and the acceleration of live changes is possible.

Very High

We make remote changes all the time without issue or extra downtime and are continually improving based on our defined initiatives.

QUESTION 9: DIGITAL TRANSFORMATION

How would you describe your organization’s adoption of digital transformation in improving customer experience?

Business as Usual

Our organization operates with a familiar legacy perspective surrounding customers, business models and metrics.

Formalized

Pockets of experimentation have formed around digital literacy, aiming to improve specific customer touchpoint and processes.

Strategic

Our teams shared insights and collaboration contribute to new strategic roadmaps, planning for digital transformation investments.

Converged

A dedicated digital transformation team has formed to guide strategy and operations, based on business- and customer-centric goals.

Innovative

Digital transformation has become a way of business. New business models and revenue streams are established.

Question 10: Goals

What is the next standard for productivity, collaboration and efficiency your organization realistically hopes to achieve?

Prepared

Managed communications, standardized processes and increased shared decision-making.

Consistent

Robust collaboration, shared decision-making, centralized data and standardized processes.

Reinforced

Collaboration-based processes, metrics measured against business goals and full visibility of all quality and performance processes.

Proactive

Effective knowledge-sharing, individual and team empowerment, self-service and self-learning automation.

Continuous Improvement

Comprehensive business integration, global or enterprise-wide data-driven operations and real-time resource allocation and planning.

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Your Edge to Enterprise Level: Reactive

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Your Rank: Automation Maturity Journey

Based on your answers, your team is likely at Level 1 (Reactive) on your Automation Maturity Journey.

Level 1

Reactive

Level 2

Prepared

Level 3

Consistent

Level 4

Reinforced

Level 5

Proactive

Your Rank: Maturity Journey Components

How you currently compare across these components

Collaboration

Ad hoc communication and coordination between employees and across departments

Managed communication and some shared decision-making

There is collaboration, shared decision-making, and accountability

Collaboration-based processes are measured to identify inefficiencies and bottlenecks

Effective knowledge-sharing and individual empowerment is occurring

Technology

Little or no automation

Siloed information and no central infrastructure

Central automated processes across the application lifecycle

Metrics of automated processes are collected and measured against business goals

Self-service automation and self-learning via analytics and self-remediation are in place

Process

Often, processes are reactive and unpredictable

Processes are managed by not usually standardized

Standardization is in place across the organization

There is visibility and predictability across processes

Processes are fully realizing risk and cost optimization