Document Automation Readiness Score
See if your document workflows are ready for automation. Answer a few questions about standardization, volume, structure, and systems—get a maturity score and next steps. This is about readiness, not cost.
Your document environment
Readiness factors
Share of documents that follow a standard format or template (0–100).
Approximate document volume.
Do most documents have predictable layout and fields?
How much human review or correction is required today?
Are documents tied to older or hard-to-integrate systems?
Readiness result
Needs standardization
You have a mix of readiness factors. Focusing on standardizing formats and reducing manual validation will improve your automation ROI. A readiness assessment can prioritize next steps.
About this calculator
This calculator assesses whether your document processes are ready for automation. You answer questions about standardization, volume, structure, validation, and legacy systems. The result is a maturity score and concrete next steps— not a cost estimate. Use it to decide where to invest in process improvement before or alongside technology.
For ROI and break-even, use the Document Automation ROI Calculator. For cost of processing, use the Document Processing Cost Calculator.
What the readiness score reflects
| Area | What we assess |
|---|---|
| Standardization | Consistent formats, templates, and document types so automation can be applied reliably. |
| Volume | Enough documents to justify automation and to tune and monitor performance. |
| Structure | Predictable layout and fields so extraction and rules can be defined. |
| Validation | Rules and checks so automated output can be verified and exceptions handled. |
| Systems | Ability to integrate with existing systems (ERP, CRM, etc.) for end-to-end automation. |
Frequently asked questions
Related calculators
- Document Automation ROI Calculator — Time and cost savings from automation.
- Document Processing Cost Calculator — Monthly processing cost estimate.