Case study template
Automation project case study template
The structure we use to write up workflow, process and AI automation projects. It records what the process looked like before, what changed, and where people stay involved.
Template
Sections to complete
1. Project summary
One or two sentences on the process automated and the main benefit.
[Add summary]
2. Client and context
Sector, team and the systems involved.
[Add client context — with permission]
3. Process before
Each manual step, who did it, how long it took and where errors occurred.
[Add baseline process map]
4. What was automated
The steps now handled automatically and the tools or integrations used.
[Add automation scope]
5. Human review points
Where people still check, approve or decide, and why.
[Add review points]
6. Data handling
What data moves between systems and how access is controlled. No sensitive data in screenshots.
[Add data notes]
7. Testing and rollout
Pilot approach, how results were compared with the manual process, and training.
[Add rollout details]
8. Monitoring
How failures are detected, logged and resolved.
[Add monitoring setup]
9. Outcomes
Measured time saved, error reduction or throughput change, confirmed by the client, with the period measured.
[Add verified results only]
10. Client feedback
A quote, used only with written permission.
[Add verified client quote]
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