Automation maturity assessment by Redwood Software

1
Jotform title
2
Automation in your industry

Automation strategy and maturity can be impacted by industry and area of focus. For example, 73% of IT leaders credit automation with reducing manual workloads by 10-50%, allowing these team to support broader business goals.

Manufacturing and retail sectors are expanding automation in workflow and warehouse operations, reducing production costs and minimizing errors. Warehouse automation is projected to become a $44 billion industry by 2028.

On average, 26% of an organization’s automations fall under finance, and it's been found that 80% of finance operations can potentially be automated, freeing up a significant percentage of employee time to focus on strategic initiatives, customer satisfaction, etc. The order-to-cash process, for example, accounts for 57% of finance automations.

Let's explore automation specific to your industry so you can start developing benchmarks for your organization's automation maturity.

Source: Salesforce; LogisticsIQ; Accenture; Work automation index
3
What industry are you in?* This field is required.
Please Select
Please Select
Agriculture
Automotive
Business Services
Chemicals
Construction
Consumer Services
Education
Energy, Utilities & Waste
Finance
Government
Healthcare Services
Holding Companies & Conglomerates
Hospitality
Hospitals & Physicians Clinics
Insurance
Law Firms & Legal Services
Manufacturing
Media & Internet
Minerals & Mining
Organizations
Real Estate
Retail
Software
Telecommunications
Transportation
Other
4
What function do you work in?* This field is required.
Please Select
Please Select
IT
Finance
Operations
Procurement and Supply Chain
Customer Service
Sales and Marketing
HR
Other
5
What is your role?
6
What has you assessing your automation maturity?Let us know what you're looking to discover so we can generate more tailored recommendations.
7
Do you currently use any Redwood products?* This field is required. Select all that apply. This lets us know which Redwood product capabilities to share with you.
No
Yes - RunMyJobs
Yes - ActiveBatch
Yes - Tidal
Yes - Finance Automation
Yes - JSCAPE
Yes - Cerberus
8
Which of the following describes your infrastructure?Infrastructure can impact things like manual maintenance, management vendor limitations and lock-ins and gaps between on-prem and cloud environments.
Please Select
Please Select
Own data center
Single or multiple hyperscalers only
Single hyperscaler (AWS, GCP, Azure) + on-prem
Multiple hyperscalers (AWS, GCP, Azure) + on-prem
Use SaaS only
9
What applications or systems of record do you use?Your applications or systems of record (SoR) are important considerations for automation because they serve as the central repository for the data that automation processes rely on to execute tasks accurately and consistently. Select none if not applicable.
Please Select
Please Select
SAP ECC
SAP S/4HANA on-prem
SAP S/4HANA private cloud
SAP S/4HANA public cloud
Oracle EBS
Oracle PeopleSoft
Oracle JD Edwards
Oracle Netsuite
Oracle Fusion
Workday
Microsoft Dynamics 365
Other
ERP
Please Select
Please Select
SAP BW or SAP BW4/HANA
SAP Business Objects
SAP Datasphere
SAP Analytics Cloud
Oracle Business Intelligence
Oracle Autonomous Data Warehouse
Oracle Analytics
Azure Synapse
Databricks
Snowflake
Synapse
Power BI
Qlik
Tableau
Other
Data warehousing and analytics
Please Select
Please Select
Salesforce
SAP CRM/CX Solutions
Oracle CRM/CX
Other
CRM
Please Select
Please Select
Oracle Cloud SCM
SAP SCM
SAP Integrated Business Planning
Other
None
Supply chain planning
Please Select
Please Select
SAP Transportation Management
Oracle Transportation Management Cloud
GoRamp
Other
None
Logistics and transportation management
Please Select
Please Select
SAP Extended Warehouse Management
Oracle Fusion Cloud Warehouse Management
Kӧrber WMS
Other
None
Warehouse management
Please Select
Please Select
SAP SuccessFactors
SAP HCM
Oracle HCM
Oracle Fusion HCM
Workday HCM
Other
None
HCM
10
Are there any other core systems you currently have or are implementing? Include how you use the system and the level of implementation.
11
What best describes your organization’s strategic transformations in these core categories?*
Please Select
Please Select
Strategically moving our infrastructure to the cloud
Tactically evaluating cloud initiatives on a case-by-case basis
Prefer to remain on-premises
Cloud
Please Select
Please Select
Use SAP S/4HANA Cloud and/or in RISE with SAP
Planning on moving to S/4HANA Cloud
Use SAP ERP on-prem and not changing
Use Oracle Fusion
Planning on moving to Oracle Fusion
Use Oracle EBS/PeopleSoft/JDE and not changing
Use a cloud-based ERP that's not SAP or Oracle
Use an ERP that's not SAP or Oracle and planning to move to a cloud environment
Use an on-prem ERP that's not SAP or Oracle and not changing
ERP
Please Select
Please Select
Successfully implemented data fabrics that integrate and govern all data across our business applications
Currently use select data integration technologies like iPaaS, ETL and EDI but have not yet fully implemented an integrated data fabric across all business applications
Our business applications are mostly integrated and we do not use dedicated data integration technologies
Data fabrics
Please Select
Please Select
Our usage of and investment in AI will be limited, as we do not believe that it will significantly impact our overall business success
We believe that AI will be beneficial to our business success and have started to deliver the first POCs and use cases
We’ve seen firsthand how AI enhances business outcomes through multiple operational use cases, and we’re committed to accelerating our strategic approach to AI
AI
Please Select
Please Select
Already automated many repetitive business and IT processes in a tactical way on a case-by-case basis and believe there is very little left to automate
Although we've already automated many repetitive business and IT processes across our organization, we see great opportunity to automate more and have a dedicated automation team streamlining that effort
While we have automated many business and IT processes with our central automation team, we aspire to fully automate processes to deliver the best possible business results and reduce manual efforts
Process automation
12
What is your level of automation in critical business processes?These are common IT and business processes driving business outcomes — and all can be fully automated end to end across your tech stack. We'll provide more information and recommendations on the processes applicable to your business.
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Demand-to-fulfillment
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Hire-to-retire
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Incident-to-resolution
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Order-to-cash
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Plan-to-produce
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Procure-to-pay
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Quote-to-cash
Please Select
Please Select
Completely automated end to end
Partially automated
Interested in automating
Not applicable
Record-to-report
13
Given you're in the utilities industry, how automated is your meter-to-cash process?* This field is required.
Completely automated end to end
Partially automated
Interested in automating
Not applicable
14
What other key business processes are you automating or would you like to automate?Include your level of automation: whether the process is automated end to end, partially automated or you would like to automate.
15
How do you manage your infrastructure?* This field is required.This can play a role in your automation deployment methods and speed.
In house
Partially outsourced
Fully outsourced
16
How do you manage your applications?* This field is required.
In house
Partially outsourced
Fully outsourced
17
Which software solutions do you use for ITSM and ITOM?* This field is required.IT automation can cut repetitive tasks by as much as 80%, allowing IT teams to shift their focus from routine maintenance to higher-value, strategic initiatives. This shift enables IT teams to contribute meaningfully to innovation and growth discussions, ultimately supporting better business alignment and agility. Knowing your current solutions can help us identify automation opportunities.
ServiceNow
SAP Solution Manager
SAP Cloud ALM
IBM ITOMaaS
BMC Helix Operations Management
Atlassian
Dynatrace
Other
18
Which automation solutions do you current use?
Please Select
Please Select
Automation Anywhere
Blue Prism
IBM RPA
Microsoft Power Automate
Nintex
Oracle Integration Cloud RPA
UIPath
Salesforce/MuleSoft RPA
SAP Build Process Automation
Other
None
Robotic process automation (RPA)
Please Select
Please Select
Biztalk
Boomi
IBM iPaaS
Informatica
Jitterbit
MuleSoft
Oracle Cloud Integration
Oracle Fusion Middleware
SAP Integration Suite
TIBCO
Workato
Other
None
iPaaS/API platform/Service bus
Please Select
Please Select
ActiveBatch by Redwood
RunMyJobs by Redwood
SAP BPA by Redwood
Tidal by Redwood
BMC Control-M
BMC Helix Control-M
Broadcom Automic/UC4
Broadcom AutoSys
Broadcom CA 7
Fortra’s JAMS
IBM/HCL Workload Automation
Stonebranch
Other
None
Workload automation
Please Select
Please Select
Cerberus by Redwood
JSCAPE by Redwood
Axway
Globalscape
GoAnywhere
IBM Aspera
Progress MFT
Seeburger
Other
None
Managed file transfer (MFT) and EDI
Please Select
Please Select
Appian
Bizagi
IBM Business Automation Workflow
Nintex
Oracle BPM
Pega
SAP Build
SAP Signavio
ServiceNow
Other
None
BPM + low code/no code (LCNC)
19
Get your results and recommendations!* This field is required.See where your organization most likely stands in automation maturity and get recommendations on how to advance. Along with clear acttion items, receive additional resources.
Business email address required
20
What's your name?
Name
Company
Should be Empty: