Automation roadmap modelling

Task Automation Prioritisation Planner 2025

Analyse recurring workflows, quantify hard and soft savings, and build a prioritised automation backlog that aligns to budget, risk tolerance, and stakeholder coverage targets.

Benchmarked across scaleup ops peers Payback sensitivity and guardrails Stakeholder heatmap

Portfolio configuration

Segment benchmarkAutomation budgetTarget automation coverageConfidence thresholdRisk tolerance (soft benefits)Focus stakeholder

Portfolio snapshot

Total annual hours1,676
Total labour cost£61,700
Weighted priority score59.3
Portfolio coverage (best)0.0%
Average payback (best)0.0 months

Calculators/Task automation prioritisation

Plan automation sequencing with confidence

Stress-test where to deploy automation budget, surface quick wins, and align stakeholders on portfolio coverage targets before your next planning cycle.

Annual savings potential

£0.00

Portfolio coverage (best)

0.0%

Average payback

0.0 months

Weighted priority score

59.3

Scenario comparison

Contrast baseline backlog against curated automation portfolios.

Current backlog

Status quo prioritisation based on existing manual pipeline.

Automation coverage100.0%

Annual savings£54,079

Payback35.8 months

Hard vs soft savings£43,190 / £10,889

Average priority59.3

Highlights

Automates 100% of recurring hours in scope
Annual savings £54,079
Average payback 35.8 months

Top tasks

Invoice reconciliation & approvals
workflow • £17,375 savings • 26.2-month payback
Service desk ticket triage
ai copilot • £24,098 savings • 12.0-month payback
Quarterly compliance reporting
integration • £12,605 savings • 69.3-month payback

High-ROI focus

Concentrates investment on top ROI plays within risk tolerance.

Automation coverage84.5%

Annual savings£41,473

Payback19.1 months

Hard vs soft savings£33,180 / £8,293

Average priority70.2

Highlights

Automates 84% of recurring hours in scope
Annual savings £41,473
Average payback 19.1 months

Top tasks

Service desk ticket triage
ai copilot • £24,098 savings • 12.0-month payback
Invoice reconciliation & approvals
workflow • £17,375 savings • 26.2-month payback

Low-risk guardrail

Maximum coverage given strict payback and confidence thresholds.

Recommended

Automation coverage0.0%

Annual savings£0.00

Payback0.0 months

Hard vs soft savings£0.00 / £0.00

Average priority0.0

Highlights

Automates 0% of recurring hours in scope
Annual savings £0.00
Average payback 0.0 months

Top tasks

Task portfolio explorer

Review each task candidate, adjust assumptions, and update the prioritisation model in real time. Maintain clear audit trail across stakeholders and automation types.

Invoice reconciliation & approvals

Cross-referencing purchase orders, invoices, and receipts with manual checks and approvals.

69.0workflow

Annual hours

456

Labour cost £20,520

Savings & payback

£17,375

Payback 26.2 months

Risk & alignment

Confidence 78.0%

Stakeholders finance, operations

Hard savings

Labour reduction: £14,364

Soft savings

Error & compliance reduction: £3,011

Cost exposure

Total risk exposure: £26,543

Service desk ticket triage

Categorising inbound support tickets, routing, and knowledge lookup.

93.7ai copilot

Annual hours

960

Labour cost £26,880

Savings & payback

£24,098

Payback 12.0 months

Risk & alignment

Confidence 84.0%

Stakeholders support, product

Hard savings

Labour reduction: £18,816

Soft savings

Error & compliance reduction: £5,282

Cost exposure

Total risk exposure: £37,444

Quarterly compliance reporting

Aggregating KPIs across systems, formatting narrative decks, and stakeholder reviews.

59.9integration

Annual hours

260

Labour cost £14,300

Savings & payback

£12,605

Payback 69.3 months

Risk & alignment

Confidence 66.0%

Stakeholders finance, operations, executive

Hard savings

Labour reduction: £10,010

Soft savings

Error & compliance reduction: £2,595

Cost exposure

Total risk exposure: £19,491

Benchmark scoreboard

Compare your automation portfolio metrics against peer benchmarks to validate the investment story. Aim to graduate towards the top quartile over the next two planning cycles.

Automation coverage

Median 44.0%

Top quartile 68.0%

Share of recurring hours automated in high tempo growth orgs.

Payback period

Median 12.0%

Top quartile 7.0%

Months to recoup automation investment across finance & ops teams.

Soft savings capture

Median 20.0%

Top quartile 35.0%

Percentage of non-labour benefits (error reduction, faster cycle time).

Delivery playbook

Stand up automation guild with shared backlog grooming rituals.
Track value realisation monthly using hours saved, cycle time, and quality.
Keep quick wins under 12-week payback to keep momentum with finance.

Risk mitigations

• Validate data access and security scope before automation build.
• Run pilots for AI-led automations to hit confidence target 60.0%.
• Establish change management playbook per stakeholder group.

Implementation checklist

Discovery & mapping

Document inputs, systems, and SLAs; align on ROI assumptions with finance.

Pilot & validation

Run proof-of-value builds for AI/RPA workflows to confirm confidence scores.

Change management

Plan training, communications, and support to lock in adoption metrics.

Value tracking

Instrument dashboards for hours saved, error reduction, and SLA uplift.

Disclaimer

This planner provides directional ROI modelling. Actual results will vary based on process design, vendor capability, data quality, and change management execution. Validate outputs with your finance team and automation leads before committing budgets. Some links may be affiliate links; see our affiliate disclosure for details.

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