Sebastian de GoeijShort answer
The automation rate is the share of documents processed and booked without manual intervention. Measure it per administration and team, together with correction rate, lead time and open client questions, to see which administrations can automate further and where rules or delivery need work.
Key takeaways
- Measure per administration, not only firm-wide.
- Combine it with the correction rate.
- Lead time and open questions show where the process stalls.
- Use the numbers to adjust thresholds and rules per client.
What is the automation rate?
The percentage of documents going from arrival to booking without manual action. Autoboeker shows it per administration and per team and person in the team statistics.
Which KPIs belong with it?
Use this set:
| KPI | Definition | Signal |
|---|---|---|
| Automation rate | Booked without manual work / total | Low: threshold too high or little history |
| Correction rate | Proposals changed / reviewed | High: capture as rule or instruction |
| Lead time | Arrival to booking | Long: review or delivery stalls |
| Open client questions | Questions still with clients | Many: improve follow-up |
FAQ
Questions about this topic.
It varies per administration; steer on improvement per client, not one firm-wide number.
Per administration and in the team statistics.
How Autoboeker solves it
