Stage 1: discover | Digital NSW

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href="/delivery/digital-service-toolkit/delivery-manual/pre-discovery-phase"> <span>Pre-discovery phase</span> </a> </li> <li> <a href="/delivery/digital-service-toolkit/delivery-manual/discovery-phase"> <span>Discovery phase</span> </a> </li> <li> <a href="/delivery/digital-service-toolkit/delivery-manual/alpha-phase"> <span>Alpha phase</span> </a> </li> <li> <a href="/delivery/digital-service-toolkit/delivery-manual/beta-phase"> <span>Beta phase</span> </a> </li> <li> <a href="/delivery/digital-service-toolkit/delivery-manual/live-phase"> <span>Live phase</span> </a> </li> <li> <a href="/delivery/digital-service-toolkit/delivery-manual/retiring-a-service"> <span>Retiring a service</span> </a> </li> </ul> </div> </li> <li> <a href="/delivery/digital-service-toolkit/solutions" role="button" aria-expanded="false" aria-controls="sub-nav-solutions"> <span>Solutions</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_right</span> </a> 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href="/delivery/test-and-buy-innovation/innovation-buying-journey/buying-pathway" role="button" aria-expanded="false" aria-controls="sub-nav-buying-pathway"> <span>Buying pathway</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_right</span> </a> <div class="nsw-main-nav__sub-nav" id="sub-nav-buying-pathway" role="region" aria-label="Buying pathway Submenu"> <div class="nsw-main-nav__header"> <button class="nsw-icon-button nsw-icon-button--flex js-close-sub-nav" type="button" aria-expanded="true" aria-controls="sub-nav-buying-pathway"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_left</span> <span>Back<span class="sr-only"> to previous menu</span></span> </button> <button class="nsw-icon-button js-close-nav" type="button" aria-expanded="true"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">close</span> <span class="sr-only">Close Menu</span> </button> </div> <div class="nsw-main-nav__title"> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/buying-pathway"> <span>Buying pathway</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">east</span> </a> </div> <ul class="nsw-main-nav__sub-list"> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/buying-pathway/choose-whether-to-plan-for-scale"> <span>Choose whether to plan for scale</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/buying-pathway/design-a-buying-pathway"> <span>Design a buying pathway</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/buying-pathway/library-of-innovation-pathways"> <span>Library of innovation pathways</span> </a> </li> </ul> </div> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/mobilise-your-buying-team" role="button" aria-expanded="false" aria-controls="sub-nav-mobilise-your-buying-team"> <span>Mobilise your buying team</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_right</span> </a> <div class="nsw-main-nav__sub-nav" id="sub-nav-mobilise-your-buying-team" role="region" aria-label="Mobilise your buying team Submenu"> <div class="nsw-main-nav__header"> <button class="nsw-icon-button nsw-icon-button--flex js-close-sub-nav" type="button" aria-expanded="true" aria-controls="sub-nav-mobilise-your-buying-team"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_left</span> <span>Back<span class="sr-only"> to previous menu</span></span> </button> <button class="nsw-icon-button js-close-nav" type="button" aria-expanded="true"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">close</span> <span class="sr-only">Close Menu</span> </button> </div> <div class="nsw-main-nav__title"> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/mobilise-your-buying-team"> <span>Mobilise your buying team</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">east</span> </a> </div> <ul class="nsw-main-nav__sub-list"> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/mobilise-your-buying-team/key-mobilisation-milestones"> <span>Key Mobilisation milestones</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/mobilise-your-buying-team/define-buying-project-outcome"> <span>Define the buying project outcome</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/mobilise-your-buying-team/organise-people"> <span>Organise people</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/mobilise-your-buying-team/align-the-buying-team"> <span>Align the buying team</span> </a> </li> </ul> </div> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/scope-for-innovation" role="button" aria-expanded="false" aria-controls="sub-nav-scope-for-innovation"> <span>Scope for innovation</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_right</span> </a> <div class="nsw-main-nav__sub-nav" id="sub-nav-scope-for-innovation" role="region" aria-label="Scope for innovation Submenu"> <div class="nsw-main-nav__header"> <button class="nsw-icon-button nsw-icon-button--flex js-close-sub-nav" type="button" aria-expanded="true" aria-controls="sub-nav-scope-for-innovation"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_left</span> <span>Back<span class="sr-only"> to previous menu</span></span> </button> <button class="nsw-icon-button js-close-nav" type="button" aria-expanded="true"> <span class="material-icons nsw-material-icons" focusable="false" 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class="nsw-main-nav__header"> <button class="nsw-icon-button nsw-icon-button--flex js-close-sub-nav" type="button" aria-expanded="true" aria-controls="sub-nav-scope-for-innovation"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">keyboard_arrow_left</span> <span>Back<span class="sr-only"> to previous menu</span></span> </button> <button class="nsw-icon-button js-close-nav" type="button" aria-expanded="true"> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">close</span> <span class="sr-only">Close Menu</span> </button> </div> <div class="nsw-main-nav__title"> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/scope-for-innovation"> <span>Scope for innovation</span> <span class="material-icons nsw-material-icons" focusable="false" aria-hidden="true">east</span> </a> </div> <ul class="nsw-main-nav__sub-list"> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/scope-for-innovation/innovation-scoping-steps"> <span>Innovation scoping steps</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/scope-for-innovation/shape-problem"> <span>Shape the problem</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/scope-for-innovation/define-the-challenge-statement"> <span>Define the challenge statement</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/innovation-buying-journey/scope-for-innovation/risk-of-assuming-the-solution"> <span>Risk of assuming the solution</span> </a> </li> </ul> </div> </li> </ul> </div> </li> <li> <a href="/delivery/test-and-buy-innovation/set-up-for-success"> <span>Set up for success</span> </a> </li> <li> <a href="/delivery/test-and-buy-innovation/stakeholder-roles"> <span>Stakeholder roles</span> </a> </li> </ul> </div> </li> </ul> </div> </li> <li> <a href="/talk-to-us"> <span>Talk to us</span> </a> </li> <li> <a href="/article"> <span>Stories</span> </a> </li> </ul> </nav> <div id="block-breadcrumbs" class="block block-system block-system-breadcrumb-block"> <div class="nsw-container nsw-p-bottom-xs nsw-m-bottom-sm"> <nav aria-label="Breadcrumbs" class="nsw-breadcrumbs"> <ol> <li> <a href="/" >Home</a> </li> <li> <a href="/delivery" >Delivery</a> </li> <li> <a href="/delivery/nsw-automation-guide" >NSW Automation Guide</a> </li> <li> <a href="/delivery/nsw-automation-guide/automation-lifecycle" >Automation lifecycle</a> </li> <li> <a href="/delivery/nsw-automation-guide/automation-lifecycle/stage-1-discover" class="current" aria-current="page" >Stage 1: discover</a> </li> </ol> </nav> </div> </div> <main id="main-content"> <div data-drupal-messages-fallback class="hidden"></div> <div id="block-content" class="block block-system block-system-main-block"> <article> <div> <div> <div> <div class="nsw-hero-banner nsw-hero-banner--white nsw-hero-banner--lines nsw-hero-banner--wide"> <div class="nsw-hero-banner__container"> <div class="nsw-hero-banner__wrapper"> <div class="nsw-hero-banner__content"> <h1><div class="field field-hero-banner-headline field-type-string field-label-hidden"> Stage 1: discover </div> </h1> <p class="nsw-intro">This module helps business leaders, project managers and team leaders identify and evaluate automation opportunities to create a scalable, value-based automation pipeline.</p> </div> <div class="nsw-hero-banner__box"> <div class="nsw-hero-banner__lines"></div> </div> </div> </div> </div> </div> </div> <div class="nsw-container sidebar"> <div class="nsw-section nsw-layout"> <main class="nsw-layout__main"> <nav class="nsw-in-page-nav" aria-labelledby="in-page-nav"> <div id="in-page-nav" class="nsw-in-page-nav__title">On this page</div> </nav> <div class="block block-layout-builder block-inline-blocktext"> <div class="field field-text-body field-type-text-long field-label-hidden"> <div class="nsw-m-top-lg"> <p>Involve relevant multidisciplinary stakeholders when identifying and prioritising automation tasks. Your organisation’s process owners, users, customers, technology and data experts, policy and legal teams, and automation experts will have valuable contributions.</p> </div> <h2>Automation opportunities</h2> <p>The aim of Stage 1: discover is to identify, prioritise, and capture automation opportunities in the master backlog or ‘pipeline’. First, understand existing processes and workflows to identify areas where automation may bring value.<br><br>Use the questionnaire below to identify processes in your organisation’s automation pipeline:</p> <h3>1. Create the backlog by using the task automation suitability checklist</h3> <div class="nsw-table nsw-table--striped"><table> <tbody> <tr> <td><strong>Task checklist</strong></td> <td><strong>Description</strong></td> </tr> <tr> <td>Is it very manual?  </td> <td>The task involves mundane and manual work.  </td> </tr> <tr> <td>Is it rule-based and clear process (stable and consistent)? </td> <td>The process is structured with clear, standardised, and predictive decision-making instructions.   </td> </tr> <tr> <td>Has it low rate of exceptions?  </td> <td>The task has low number of variations.  </td> </tr> <tr> <td>Is it highly repetitive?  </td> <td>The task is highly frequent and has high volume of transactions.  </td> </tr> <tr> <td>Is it prone to human error?  </td> <td>The task has high rate of human error.  </td> </tr> <tr> <td>Is it mature and measurable?  </td> <td>The process is stable, predictable, well-documented and known operational costs.  </td> </tr> <tr> <td>Are its inputs standard and digitally readable?  </td> <td>The process inputs triggered by digitally readable inputs such as Excel, Word, Email, PDF. </td> </tr> <tr> <td>Are systems and processing methods remaining unchanged long-term?  </td> <td>The process does not require change in its fundamental technical architecture or processing methods.  </td> </tr> <tr> <td>Does automation save timing costs? </td> <td>The task when automated saves the time of at least 2 to 3 full-time employees (FTE).  </td> </tr> </tbody> </table></div> <h3>2. Finalise the backlog by considering the business and use case context </h3> <div class="nsw-table nsw-table--striped"><table> <tbody> <tr> <td><strong>Consider</strong></td> <td><strong>Detail</strong></td> </tr> <tr> <td>Data preparation</td> <td>Consider AI model and data suitability. Address any gaps, inconsistencies, bias or limitation impacting the prototype, final solution, and the chosen AI model.</td> </tr> <tr> <td>Data sensitivity</td> <td>Does the task or process involve handling sensitive or confidential data? If so, additional security, compliance, data ownership and procurement measures may be mandated.</td> </tr> <tr> <td>Task complexity </td> <td>Determine the complexity of the task. Highly complex tasks may not be suitable for automation without significant resources. </td> </tr> <tr> <td>AI suitability</td> <td>Consider the appropriate AI component, model or algorithm based on use case, data availability and desired outcomes.</td> </tr> <tr> <td>Cost of automation </td> <td>Consider the upfront and ongoing costs of implementing and maintaining automation, including software, hardware, personnel and, AI models.</td> </tr> <tr> <td>Human intervention </td> <td>Decide if the task requires human intervention or decision-making. Consider legal advice and Human-in-The-Loop (HITL) for solution oversight and failsafe mechanisms.</td> </tr> <tr> <td>Legal and regulatory compliance</td> <td>Ensure that the task or process complies with all relevant laws and regulations. Automation must not violate any legal requirements.</td> </tr> <tr> <td>Impact on community</td> <td>Ensure the task or process is human-centred. The implemented solution should be inclusive, respects human rights, diversity, and autonomy of individuals.</td> </tr> <tr> <td>Impact on employees </td> <td>Assess the potential impact on employees. If automation replaces human workers, consider retraining or redeployment plans. </td> </tr> <tr> <td>Integration with existing systems </td> <td>Verify if the task or process can be integrated seamlessly with existing systems and technologies. </td> </tr> <tr> <td>Return on investment </td> <td>Calculate the expected ROI for automation. Automation benefits such as time and cost savings, should outweigh the implementation costs. </td> </tr> <tr> <td>Scalability or volume </td> <td>Consider whether the task or process needs to scale up or down based on business needs. Scalability may influence the choice of automation tools. </td> </tr> <tr> <td>Testing and quality assurance </td> <td>Determine how you will test and ensure the quality of automated processes. Robust testing and quality control are essential for success. </td> </tr> </tbody> </table></div> <h2>Automation pipeline prioritisation</h2> <p>Prioritise opportunities according to their strategic alignment to your organisation’s goals and your business context.</p> </div> </div> <div class="block-layout-builder"> <div class="nsw-accordion js-accordion"> <div class="nsw-accordion__toggle"> <button type="button">Expand all</button> <button type="button">Collapse all</button> </div> <div class="nsw-accordion__title">Automation opportunities will be prioritised according to</div> <div class="nsw-accordion__content"> <p>Automation opportunities will be prioritised according to:</p> <ol> <li>Their strategic alignment to your organisation’s goals</li> <li>The suitability of tasks for automation to organisational context including: <ul> <li>Business impact: impact on cost savings, cost avoidance, ROI or efficiency gains</li> <li>Feasibility: technical complexity, resource availability and faster implementation time</li> <li>Process criticality: core operational processes, and high volume and frequency </li> <li>Compliance and risk: improving regulatory compliance or mitigating significant risk </li> <li>Stakeholder desirability: impacted parties buy-in and executive sponsorship</li> <li>Data availability and quality: quality data readiness and ease of integration. </li> </ul> </li> </ol> </div> <div class="nsw-accordion__title">Steps to build an automation pipeline from your backlog based on business value</div> <div class="nsw-accordion__content"> <p>Steps to build an automation pipeline from your backlog based on business value:</p> <ol> <li>Define the outcome for each use-case: <ul> <li>each use-case should have a measurable metric aligned with business goals.</li> <li>consider the increased amount of oversight and due diligence if the use case requires use of AI creating potential harm.</li> </ul> </li> <li>Define the business value for each use-cases: <ul> <li>define measures for efficacy, efficiency and agility based on customer improvements, cost, or risk outcomes.</li> </ul> </li> <li>Categorise the automation use-cases: <ul> <li>task automation: deliver quick benefit through automating repetitive manual tasks.</li> <li>process automation: deliver high business value through workflows and business processes orchestration and automation.</li> <li>augmentation: empower employees with intelligent capabilities. </li> </ul> </li> </ol> </div> </div> </div> <div class="block block-layout-builder block-inline-blocktext"> <div class="field field-text-body field-type-text-long field-label-hidden"> <p> </p> <hr> <h2>Next lifecycle stage</h2> <div class="nsw-callout"> <div class="nsw-callout__content"> <h4>Stage 2: build</h4> <p>Design and build automation solutions by producing a comprehensive implementation plan. </p> <p><a href="/delivery/nsw-automation-guide/automation-lifecycle/stage-2-build" data-entity-type="node" 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