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Process automation case study using the ROI-FIRST approach

Technical Service Order Management

Industry

Manufacturing & Industry

Date

Jun 10, 2025

Company size

Medium (50–150 employees)

Recommendation

✅ AUTOMATE - TOP PRIORITY

Time saved

From 90 min to 20 min per order

Process automated

Opening, assignment, execution, and closing of technical service orders

Process description

The process begins with receiving a service request (by email, call, or in person), manually creating the order in Excel, assigning it to the available technician, tracking progress, recording materials used, closing the order, and billing the client. The service coordinator, technicians, and operations manager are involved.

ROI Automation, recommendation and costs

COP

currency $:

Level of Automation
% Automation
Cases x Month
Time x Case (hours)
High
78
80
1.5
Personas Involucradas
Nivel de Cargo Promedio
Average Monthly Salary
Real Company Cost with Benefits
5
Level 3 (Coordinator) + Level 5 (Technician/Junior Analyst)
3.200.000
4.907.000
Monthly Operational Cost
Annual Operational Cost
Estimated Monthly Savings
9.814.000
117.768.000
7.654.920
Estimated Annual Savings
Year 1 Investment
Net Benefit Year 1
91.859.040
10.228.950
81.630.090
Cumulative Net Benefit 3 Years
FTE Equivalente Liberado
255.318.270
3.9

Power in Numbers

798

ROI Year 1 (%)

1.3

Payback (months)

8.98

Cost/Benefit ratio

✅ AUTOMATE - TOP PRIORITY

This process has the ideal profile for automation: high volume (80 cases/month), multiple people involved, clear assignment and follow-up rules, and no traceable records currently in place. The 798% ROI in year one and a 1.3-month payback make it the best candidate. Automation directly impacts client satisfaction and operational capacity.

Signs of inefficiency detected

• Technicians call the coordinator to find out their daily schedule
• Orders lost in emails or WhatsApp
• No real-time visibility into how many orders are open
• Billing is delayed because order closure is manual
• If the coordinator is absent, no one assigns correctly
• Materials used are not recorded consistently

How many service orders do you lose or delay each month? Measure it for free in 30 min

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