18 project checkpoints
Know what to ask, document, and present at each decision point.
Free 27-page planning resource
Build a stronger case for your next automation project.
Turn a good automation idea into a clear, management-ready plan. This detailed SRG workbook helps your team define the problem, build the budget, answer objections, and request approval with confidence.
Detailed checkpointsBudget + ROI worksheetsTeam alignment prompts
What is inside
A practical path from idea to approval
Use the workbook with operations, engineering, maintenance, finance, safety, IT, and leadership so the project is defined from every angle before money is committed.
Budget and ROI tools
Organize costs, savings, payback, and the cost of doing nothing.
Internal team alignment
Assign owners and bring supporters and skeptics into the process.
Risk and objection register
Capture concerns, evidence, responses, and next actions.
Immediate access
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The strongest proposals connect engineering decisions to business results.
SRG Automation can help define the scope, coordinate vendors, estimate implementation requirements, and develop the information your management team needs to make an informed decision.
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