tiki/config/roadmap_later_sample.md

title	type	status	priority	points	tags
Explore automation opportunities	epic	backlog	2	10	efficiency future

Epic: Explore Automation Opportunities

This is just a sample tiki - feel free to remove!

Strategic Vision

Systematically identify and automate repetitive, time-consuming tasks across the organization to free up team capacity for high-value creative and strategic work.

Opportunity Areas

1. Report Generation

Current state: Manual compilation from multiple sources Automation potential: ⭐⭐⭐⭐⭐ Estimated time savings: 8 hours/week

Report Type	Frequency	Manual Effort	Automation Complexity
Weekly status	Weekly	2 hours	Low
Monthly metrics	Monthly	4 hours	Medium
Quarterly review	Quarterly	8 hours	High

2. Data Entry & Synchronization

• Evaluate integration platforms (Zapier, n8n, custom)
• Map data flows between systems
• Identify sync points and triggers
• Prototype key integrations

Expected impact: Reduce duplicate entry by 75%

3. Notification & Reminder Systems

Automations to implement:
  - Due date reminders (3 days, 1 day, day-of)
  - Status change notifications
  - Approval request routing
  - Escalation workflows

4. Quality Checks

Automated validation opportunities:

• Document formatting compliance
• Required field completion
• Naming convention adherence
• Link validation
• Metadata consistency

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Discovery Phase

Week 1-2: Research & Identification

1. Survey teams on repetitive tasks
2. Analyze time tracking data
3. Review existing automation attempts
4. Benchmark industry solutions

Week 3-4: Feasibility Assessment

1. Evaluate technical requirements
2. Estimate development effort
3. Calculate ROI for top candidates
4. Prioritize automation projects

Week 5-6: Proof of Concept

• Build 2-3 prototype automations
• Gather user feedback
• Measure time savings
• Refine approach

Investment vs. Return

Category	Time Investment	Annual Savings	ROI
Reports	40 hours	400 hours	10x
Data sync	80 hours	600 hours	7.5x
Notifications	20 hours	200 hours	10x
Quality checks	60 hours	300 hours	5x
Total	200 hours	1,500 hours	7.5x

Risk Factors

⚠️ Over-automation: Not every process benefits from automation ⚠️ Maintenance burden: Automated systems require ongoing support ⚠️ Change resistance: Teams may prefer familiar manual processes ⚠️ Technical debt: Quick automations can become brittle

Success Criteria

• Proof of concept completed with measurable time savings
• Team satisfaction with automated processes > 8/10
• Automation roadmap defined with prioritized projects
• Maintenance plan established for long-term sustainability

Next Steps

1. Form automation task force
2. Create survey for teams
3. Set up tracking system for automation ideas
4. Schedule kickoff workshop