Automation Use Case

Created by [YOUR NAME] from [YOUR COMPANY NAME]

I. Introduction

This Automation Use Case Template is designed to guide [YOUR COMPANY NAME] through the process of automating [SPECIFIC PROCESS OR TASK] to improve efficiency and accuracy. This template assists in detailing the workflow, identifying key stakeholders, and setting measurable objectives.

II. Use Case Identification

Provide a brief overview of the specific automation scenario including its scope and objectives.

• Title: [TITLE OF THE AUTOMATION PROJECT]

• Scope: [BRIEF DESCRIPTION OF THE SCOPE]

• Objectives: [SPECIFIC OBJECTIVES TO BE ACHIEVED]

III. Actors

Identify all the participants involved in this automation process.

• Primary Actor: [PRIMARY ACTOR INVOLVED IN THE AUTOMATION]

• Secondary Actors: [ANY OTHER PARTICIPANTS INVOLVED]

IV. Preconditions

Enumerate the necessary conditions or states required before the automation can take place.

• Existing Systems: [CURRENTLY USED SYSTEMS OR PLATFORMS]

• Data Availability: [STATE OF DATA AVAILABILITY REQUIRED TO SUPPORT THE AUTOMATION]

V. Main Success Scenario (Process Flow)

1. Trigger Action: [ACTION OR EVENT THAT INITIATES THE AUTOMATION]

2. System Responses: [SYSTEM CHECKS AND RESPONSES UPON TRIGGER]

3. Data Processing: [DETAIL DATA PROCESSING STEPS]

4. Outcome Communication: [HOW THE OUTCOME IS COMMUNICATED TO THE ACTORS]

5. Post-Processing Steps: [STEPS FOLLOWING THE PRIMARY AUTOMATION TASK]

VI. Alternate Flows

Document any deviation from the main flow that might occur under different circumstances.

• Exceptional Flow: [DESCRIPTION OF ALTERNATE SCENARIO]

VII. Postconditions

Discuss the state of the system after the automation process is completed.

• Success Outcome: [EXPECTED SYSTEM STATE AFTER SUCCESSFUL AUTOMATION]

• Failure Management: [STEPS OR ACTIONS IF AUTOMATION FAILS]

VIII. Business Rules

List any specific rules or constraints that must be respected during the automation process.

• Rule 1: [SPECIFIC BUSINESS RULE OR CONSTRAINT]

• Rule 2: [ANOTHER RELEVANT RULE]

IX. Requirements

Detail the technical and business requirements necessary for the automation process.

• Hardware Requirements: [REQUIRED HARDWARE RESOURCES]

• Software Requirements: [SOFTWARE AND PLATFORM REQUIREMENTS]

• Personnel Requirements: [NEEDED STAKEHOLDERS AND THEIR ROLES]

X. Assumptions and Dependencies

List any assumptions and dependencies related to the automation project.

• Assumption 1: [ASSUMPTION UNDERLYING THE AUTOMATION PROJECT]

• Dependency 1: [ANY EXTERNAL DEPENDENCIES REQUIRED FOR PROJECT]

XI. Evaluation Criteria

Specify how the success of the automation project will be measured.

• Performance Metrics: [TYPE OF METRICS TO MEASURE PERFORMANCE]

• Satisfaction Metrics: [HOW STAKEHOLDER SATISFACTION IS MEASURED]

XII. Approval

Role	Name	Signature	Date
Project Manager	[PROJECT MANAGER NAME]	[SIGNATURE]	[DATE]
Technical Lead	[TECHNICAL LEAD NAME]	[SIGNATURE]	[DATE]
Business Analyst	[BUSINESS ANALYST NAME]	[SIGNATURE]	[DATE]

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