Free Resource

Is Your IT Support Ready for AI Automation?

A 20-point readiness checklist used by IT directors to assess their helpdesk before rolling out automation. Takes 15 minutes. Saves months of false starts.

Audit Ticket Volume — benchmark your current state before you automate anything
Identify Automation Candidates — find the 20% of ticket types eating 80% of your time
Calculate ROI — build the business case your CFO will sign off on
Implementation Roadmap — 90-day plan that avoids the most common rollout mistakes
Measure and Iterate — KPIs that prove automation is working (or reveal where it isn't)

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20 items across 4 sections. Instant access — enter your email below.

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What's Inside the Checklist

Four phases, 20 action items. Here's a preview — submit your email above to unlock the full version.

SECTION 01

Audit Your Ticket Volume

Pull 90 days of tickets and count by category
Identify your top 5 ticket types by volume
Calculate average resolution time per category
Flag tickets that recur more than 3× from the same user
Measure after-hours ticket volume and response lag

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SECTION 02

Identify Automation Candidates

Score each category: volume × resolution time × repeatability
Flag tickets with deterministic answers (password resets, VPN access)
Check if resolution steps are documented and consistent
Identify escalation triggers that could be rule-based
Map which categories require human judgment vs. structured steps

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SECTION 03

Calculate ROI

Estimate fully-loaded cost per ticket (salary ÷ tickets handled)
Project auto-resolve rate for your top categories (target: 65–80%)
Calculate annual savings at 73% auto-resolve rate
Add value of after-hours coverage (no on-call costs)
Build the payback period calculation for your CFO

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SECTION 04

Implementation Roadmap

Days 1–30: deploy on top 2 ticket categories only
Days 31–60: review confidence scores, tune thresholds
Days 61–90: expand to 5 categories, set up escalation rules
Monthly maintenance checklist to prevent accuracy decay
Stakeholder reporting template for IT leadership

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