TSA Group – Automation Readiness Assessment
Customer Science completed a review using our proven Process Discovery and Automation Readiness Assessment methodology
Project
Project Date: 2023
Background: TSA Group are a leading Australian CX and call centre outsourcing provider. TSA requested that Customer Science Group conduct an assessment across their Workforce Management, HR & Compliance and Contact Centre teams to identify opportunities to improve efficiency, service delivery, employee and customer experience, and reduce attrition through process automation.
Results
Solution: Customer Science Group completed a review using our proven Process Discovery and Automation Readiness Assessment methodology. It is a framework that:
- Assesses where to focus effort through an organisation-wide “AI and Automation Heatmap”
- Identifies suitable candidate opportunities for process improvement through automation
- Identifies potential opportunities for cost reduction, increased revenue, efficiency, speed and accuracy, and improved staff and customer experience
- Results in a findings report outlining automation potential, key findings, recommendations and a prioritised implementation roadmap
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The review was conducted by first soliciting an organisational chart to plan and schedule the assessment
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We ran workshops/process discovery sessions with key TSA stakeholders to introduce the Process Diagnostic methodology and gain their perspectives
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Shared a survey (Process Identification Template) to all workshop and session attendees to pre-canvas their ideas for automation
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Conducted a series of sessions/ride-alongs covering TSA Team Leaders, Ops Managers and Recruitment/People teams to review processes
- In determining the automation potential of specific processes, we examined key factors of benefit potential, data inputs and outputs, process standardisation and business rules
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Captured Process information into a ‘Book of Work’
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Performed a potential benefit & complexity assessment across the identified opportunities
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Performed a high-level business case assessment that considers implementation and ongoing UiPath Business Automation Platform licensing & support costs
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Developed a roadmap for the implementation of the automated processes in the Book of Work
- Comprehensive Report outlining the findings from the observation and analysis stages, insights on current processes, bottlenecks, and inefficiencies
- Business case detailing the potential benefits, investment requirements, ROI estimates, risks & mitigation strategies for the top 3 proposed automation solutions.
- Prioritised list of recommendations, with a rationale for each suggestion, such as impact on customer experience, cost savings & implementation feasibility.
- Detailed implementation plan for a pilot, including timelines and resources