FRBA · Automation Master Plan
Why now

Understand our work. Improve our process. Automate what adds no value.

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Redundant steps, long tasks and process variations

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Nobody can see the whole process

Low visibility of how work is done
Approach

The plan in one picture

1
SEE

Task mining

Employee-level activity
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2
UNDERSTAND

Process mining

End-to-end process-level activity
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3
FIX

Standardise & automate

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4
WATCH

Monitor & communicate

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What we will know
✓Complete workflow for each task
✓How long each step & each person takes
✓Process variants & frequency
✓Redundant steps & rework
✓Apps used & switching pattern
✓Outliers & performance gaps
✓ Runs in our existing Microsoft 365 tenant
✓ Pilot runs on the free 90-day trial licence
✓ Premium licences only if we scale up
Pilot design

Who records — two sampling methods

16 people

A
Method A

Stratified sampling

6of 16 · 38%
6 record · 10 don't
Fast to insight Partial coverage Low disruption
Choose this if speed matters more than completeness.
B
Method B

Full population

16of 16 · 100%
All 16 record · nobody sampled out
Total coverage Slower to insight High disruption
Choose this if completeness matters more than speed.
Data collection requirement

Record the laptop during real work · 2–4 weeks

A = speed · B = completeness · both on the free trial
Deliverables

What we will deliver

Department-level process map

Performance dashboard

Role / person performance

Outlier & gap identification

Automation opportunity list

FRBA Process Mining Dashboard (Example)
# Processes
12
# Variants
7
Average Case Time
02:34:21
Rework %
22%
Average Time by Role
IntJnrJnrSnrSnrSupSupAMAMMgr
Top Time Consuming Steps
Data Entry (AutoCount)
00:18:45
Reconcile
00:06:28
Open Excel
00:04:35
Review & Save
00:02:15
Open AutoCount
00:02:12
Process Variants Distribution
Variant 1 · 35% Variant 2 · 25% Variant 3 · 15% Variant 4 · 14% Others · 11%
Application Switch Pattern
9 AM11 AM1 PM3 PM5 PM
Timeline

The master plan

Month 1 0%
Ready to deploy

The first automation is already built

1 · UPLOAD

Drop the invoice

2 · READ & CODE

Auto GL coding

3 · REVIEW

Human in control

4 · POST

Into the ledger

AP Flow — live app
Decision

How we kick this off

What we are asking
✓Green-light the pilot
Why now