Skip to main content

Evaluate Your Automation Maturity to Drive Business Transformation

Written on October.

Learn how to evaluate your organization's automation maturity and drive positive outcomes.

6 minute read

Keeping up with Industrial Revolution 4.0 is not an easy task – technologies constantly evolve and so must businesses. One particular solution that is crucial is automation. Many organizations implement it to enhance productivity, align teams, and cut down on costs. Yet, not every one of them does it on an equal level. So, how to identify what level is your company on? You will learn that in this article, where we explain automation maturity and how you can evaluate it.

What’s the Automation Maturity?

With time, every business grows and so do the people, processes, and technologies in it. Automation maturity is the state at which your organization stands in regard to automation implementation and development. What is the approach of the employees towards automation? What technologies are introduced to achieve it? What processes undergo automation? The answers to these questions define your company’s automation maturity.

We have underlined people, processes, and technologies in the previous paragraph for a reason – they are the basis for defining and assessing automation maturity. Let us delve into this matter further.


With time, employees become more mature – they get to know the processes, and the boundaries in which they operate and become more invested. As such, they begin to realize the importance of productivity and proactively search for ways to improve it, looking into solutions such as automation. The level of maturity of the employees affects the level of automation maturity in general. There are 5 general stages in employee development:

  • Employed – Those staff members who have just joined a company are beginning to get to know the processes, unspoken rules,, and mission of the business. They are focused on their own competencies and tackling basic administrative duties.

  • Trained – After a while and some effort, employees become trained – they are competent enough to carry out their tasks, yet still perceive their work through a tight scope of their duties.

  • Compliant Being compliant means that the employees start to recognize their role in the company as a whole. They understand how they contribute to the business’s success.

  • Belief – At this stage, the employees begin to find ways to improve their efficiency and look for ways to optimize processes in the organization.

  • Ownership – Finally, your specialists take ownership of their roles – they make sure that the jobs are done correctly and support other staff members, treating the business as a complete, living organism.


In the beginning, humanity used bare hands, then stone tools, later iron ones, and finally it reached the level of technological development that we observe today. It is parallel with a company – initially, data is collected and input manually. Then, some simple, isolated automation is introduced. Its instances are later connected with each other, distributed between teams and members and finally unified to form a whole end-to-end system. The automation maturity in relation to technology is simply level to which your business is scaling by automation. We distinguish 5 of them:

  • Manual
  • Isolated
  • Connected
  • Distributed
  • Unified


There is no one clear-cut way in which handling processes mature in an organization, yet there are some particular levels that they go through. The level that your business is at also defines automation maturity – the higher ones are simply impossible to achieve without automated solutions. A company can be on one of 5 stages:

  • Ad hoc/reactive
  • Defined
  • Managed
  • Quantitatively managed
  • Optimized

The Automation Maturity Model

The automation maturity model is the representation of the factors described in the above section combined, in relation to a whole business. It can be used as a roadmap – the goal towards which an organization is headed, along with the stops on its way. The intelligent automation maturity model includes 4 levels:

Limited to No Automation

The first stage in the automation maturity model is limited to no automation. At this point, tasks and processes are done manually and people in the organization are not aware of the potential benefits of automation development or are incapable of implementing it. They might also misunderstand the costs of such solutions. Yet, at this level, work is inefficient and the business’s scalability and growth are limited.

Task Automation

The second level in the automation maturity model is task automation. The automation is not yet centralized and introduced only by individuals who do not share their scripts with others and only look for ways to automate their work. End-to-end processes still require manual initiation and input at different stages, thus improving the overall productivity only slightly.

Process Automation

This is the level when automation implementation is done on a larger scale – inside whole teams the least. It can be achieved through various automation platforms and improves productivity significantly. However, it still requires qualified staff that knows how to operate the automation scenarios.

Intelligent Automation 

The final stage of the automation maturity model includes fully integrated, seamless automation within the whole organization. At this point, the systems are capable of handling processes end-to-end quickly, improving the final customer experience.

Business Value of Mature Automation

Reaching the highest place in the automation maturity model enables you to elevate your business and grow it faster than the competitors. The value of mature automation may be observed in various key areas in your organization. Such an organization is characterized by:

  • High Automation-Intensity – At the pinnacle of automation maturity, businesses carry out repetitive, rule-based but also some more advanced tasks automatically, spending fewer resources on human employees.

  • Operational AgilityBusinesses which have reached the final level of the automation maturity model are agile – they can scale quickly and adjust to the demands of the market in real time, enabling them to act on emerging opportunities.

  • Execution Scalability – Mature automation means that businesses are able to scale up and down seamlessly. There is no need for additional workforce when the demand rises nor to cut down on employees when it falls. Additionally, no human input is required for scaling – the system will effectively adjust to the situation.

  • Rich Customer Experiences – Customers are at the center of every business and their experience is crucial. Mature automation allows solving their issues swiftly and effectively, thus increasing their satisfaction.

Key Takeaways

Automation maturity is the level at which the employees, technologies, and processes in a business embrace automation. The automation maturity model involves four stages: limited to no automation, task automation, process automation, and intelligent automation. It is possible to conduct automation maturity assessment by understanding each of these levels. Why is it important? Because automation allows businesses to scale, become agile, and enrich customer experience.
You might also read Robotic Process Automation (RPA): Benefits, Risks, and Implementation Advice.

Subscribe to our blog

Please enter a valid business or professional email address.
Related articles
6 Ways Marketers Can Use Machine Learning 6 Ways Marketers Can Use Machine Learning in 2019 We already know that artificial intelligence and machine learning...

Continue reading

7 Steps to AI Closed Loop Marketing - Infographic Sometimes the best blog entry is an infographic, more pictures - less words is a good thing right? ...

Continue reading

AI For Predictive Analytics: Actionable Future Insights AI is everywhere in the modern world, from 77% of the connected devices we use every day to approximately...

Continue reading

Artificial Intelligence vs. Intelligent Automation. What's the Difference? Around the world, forward-looking organizations are embracing artificial intelligence (AI),...

Continue reading

Centralized AI - The Mind in the Middle Written by: Mark Cowan - CEO, Put It Forward May 30, 2019 Do little bits of smart make a lot of smart?  Leveraging...

Continue reading

A Conversation With ChatGPT About Intelligent Automation Written on 06 January 2023. There's much talk and interest about ChatGTP so a conversation was had with it about it's...

Continue reading

Data Integration with Context Written by: Mark Cowan, CDO, Put It Forward 17 January 2019. Data integration is no longer about connecting one system or application...

Continue reading

Evaluate Your Automation Maturity to Drive Business Transformation Written on October 2, 2023. Learn how to evaluate your organization's automation maturity and drive positive...

Continue reading

Everything You Need to Know About Snowflake Data Integration Snowflake's data cloud solution has already been adopted by over 4,000 organizations. It's one of the best data...

Continue reading

How Householding Customer Data Unlocks Personalization At Scale Problem: Generalized messaging across customer groups where no obvious linkages exist is...

Continue reading

Leveraging API Integration as Part of Digital Transformation Written on May 5, 2021 The digital transformation is rapidly gaining momentum in today’s world. And companies are increasingly...

Continue reading

How Put It Forward Helps to Integrate Sitecore XM Across the Enterprise Put It Forward Sitecore XM™ connectors help deliver great integrated customer experiences across channels...

Continue reading

IT Guide: How to THRIVE in 2019 Written by:  Mark Cowan, CDO, Put It Forward 23 January 2019. We work with IT teams every day and have seen that 2019 is...

Continue reading

Intelligent Automation vs. RPA – How Do They Differ? RPA leverages software bots that mimic human activity in completing repetitive tasks like filling in digital forms, creating...

Continue reading

Key Differences Between Predictive Analytics and Data Mining In the last decade, big data has become the lifeblood of business organizations across the globe....

Continue reading

Process Automation vs. Orchestration: What's the Difference? With the increasing workloads, a successful business requires more automated processes with lower human involvement....

Continue reading

Real-Time Data Integration Best Practices and Architecture Article Summary Real-time data integration is increasingly becoming the new gold standard in data integration....

Continue reading

Robotic Process Automation (RPA). Benefits, Risks and Implementation Advice Written August 13, 2021 Today’s business environment has a tendency to go through rapid and often...

Continue reading

Drinking Your Own Champagne - Scaling by Automation and Smart AI Insights How to Punch Above Your Weight and Still Be Cool It’s been said that success leaves...

Continue reading

5 Keys to Successful Data Governance in Snowflake Over 4,000 organizations have adopted Snowflake's data cloud. It's a safe, easy place to externally place business...

Continue reading

10 Tips on Improving Your Big Data Analytics Are you looking to improve the amount and the reliability of your big data analytics outcome? Are you unsure of...

Continue reading

7 Reasons Why Organizations Need an Integration Solution 38% of businesses struggle with manual data coding, and 32% have issues with connecting multiple data sources. Data...

Continue reading

Put It Forward’s Top Strategic Data Technology and Market Trends for 2021 Put It Forward’s Top Strategic Data Technology and Market Trends for 2021 Cross cloud...

Continue reading

Vendor Roadmaps:  What You Need To Know Written by:  Mark Cowan, CDO, Put It Forward 22 January 2019. The more information you can get about vendor intentions,...

Continue reading

What Is a Data Platform? In an enterprise, seeing and storing data is not enough; understanding it is the key to extracting insights that can increase business value. A data...

Continue reading

What Is Data Integration? In our modern age, few things are as valuable as access to the right data at the right time. Data access and integration have given rise to several...

Continue reading

What is Predictive Analytics: Benefits, Types and Tools Made Easy  Executive Summary Predictive analytics uncover and unlock meaning within an organization’s data and turn...

Continue reading

What Is Intelligent Automation And How To Make It Work Executive Summary Intelligent automation automates non-routine processes and tasks that require some level of thought....

Continue reading

Why IT Organizations Invest in AI Automation Written on 21 February 2023. The last few years have seen an exponential increase in practical use...

Continue reading