template

Automation Assessment Template

Score manual processes for automation ROI—workflows, hours saved, and error cost.

XLSX + PDF

Maxwell Electrodeal1 February 2026

Quick answer

What is the Automation Assessment Template?

Score manual processes for automation ROI—workflows, hours saved, and error cost.

Downloadable template — Process scoring matrix

Evidence-backed data

Sourced from Maxwell research, reports, and documented client engagements — with publication dates.

2:1

Vertical vs horizontal SaaS retention

India B2B SaaS — vertical products retain at twice horizontal tools.

Why trust this resource?

Industry experience: Maxwell has delivered 50++ projects across ERP, CRM, AI, automation, and software development for manufacturers, healthcare, logistics, and B2B operators in India and globally.
Research methodology: Findings combine client discovery workshops, production implementation data, and cited industry sources — updated when delivery patterns change.
Practical project experience: Recommendations reflect real rollouts: Tally/GST integration, shop-floor mobile, CRM pipelines, and phased go-lives — not slide-deck theory.
Editorial standard: This material is published under the Maxwell Electrodeal brand and reflects project delivery patterns, implementation research, and practical guidance in custom software delivery.

Identify which manual processes to automate first—used in discovery workshops with operations heads.

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