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AI for Process Automation Playbook – Excel XLSX
Excel (XLSX) + Zip archive file (ZIP)
BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT
- 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
- 210 scored assessment questions across 7 domain areas
- 9 operational runbooks and checklists ready for immediate use
AUTOMATION EXCEL DESCRIPTION
AI for Process Automation Playbook
Your transformation programme is behind schedule, over budget, or both. Stakeholders are losing confidence. Teams are going through the motions without a structured methodology to drive real outcomes.
70% of digital transformation programmes fail to achieve their objectives. The average failed transformation wastes $4.5 million and 18 months. The opportunity cost of delayed transformation compounds every quarter.
Go from a vague transformation vision to a structured, trackable programme with every workstream defined, every milestone measured, and every risk mitigated before it becomes a blocker.
Management consultancies charge $300 to $600 per hour for transformation advisory. Full programme delivery runs $500,000 to $5 million. This playbook gives you the same structured methodology, tools, and frameworks for a fraction of the cost.
WHAT IS INSIDE: 61 PROFESSIONAL FILES
This is not a course, not a workbook, not a set of slides. This is 61 practitioner-grade tools (7 PDFs + 54 Excel workbooks) organised across 11 folders, built for professionals who need to implement, not just learn.
THREE-PHASE IMPLEMENTATION JOURNEY
Phase 1 – Get your bearings (02_Self_Assessment_and_Diagnostics): Start with the Quick Scan diagnostic PDF for a fast executive-level overview. Then work through the RDMAICS Scoring Dashboard and Maturity Radar to understand exactly where you are across all seven im
Phase 2 – Set concrete goals (03_Requirements_and_Goal_Setting): Use the Project Charter and Scope Statement to lock in what success looks like. The RACI Matrix and Requirements Traceability Matrix ensure every stakeholder knows their role and every requirement is
Phase 3 – Implement, track, and sustain (05_Project_Management_Forms onwards): Work through a comprehensive library of 60+ PM form templates covering all five PMBOK process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. Every template is pre-co
210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS
Each domain contains 30 scored questions with automated maturity scoring. Run your first assessment in under an hour and know exactly where you stand.
• Process Strategy and Automation Vision
• Process Design and Modeling
• Data Foundations and Governance
• Machine Learning Modeling Readiness
• NLP and Intelligent Document Processing
• RPA and Workflow Orchestration
• Decision Automation and Model Ops
8 OPERATIONAL RUNBOOKS AND CHECKLISTS
Not theory. Not concepts. Step-by-step operational procedures your team can execute from day one.
• End to End Invoice Processing Runbook
• Customer Ticket Routing and Response Protocol
• AI Model Deployment Checklist
• RPA Bot Lifecycle Management Guide
• Data Pipeline Integrity Checklist
• Handoff Protocol Between Data Science and Ops
• Cognitive Automation Use Case Discovery Playbook
• AI Automation Operations Dashboard Template
WHO BUYS THIS
• Professionals implementing ai for process automation who need structure, not another generic guide
• Consultants who want to deliver a professional-grade engagement without building every tool from scratch
• Team leads and managers who need to demonstrate progress to leadership with real metrics
• Compliance officers and auditors who need documented, defensible processes
WHAT MAKES THIS DIFFERENT
• 61 files, not a single PDF. This is a complete implementation toolkit.
• 210 scored assessment questions across 7 domains. Know exactly where you stand in under an hour.
• 8 operational runbooks. Not theory, step-by-step procedures your team can execute immediately.
• Built by practitioners with 25 years of enterprise experience across 692 frameworks.
• Used by professionals in 160+ countries.
Instant download. Open the first assessment. Score your organisation. Know exactly where to start.
Stop spending months building what already exists. Stop paying consultants $300/hour to create templates you could have today.
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Source: Best Practices in Automation Excel: AI for Process Automation Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk
