The worksheet asks for five things per row, and each one does work. Leave any of them vague and the ranking loses its meaning.
Look at how the sample rows are built. Manual data entry has the root cause recorded as staff capacity below volume. The elimination action is OCR automation. The estimated throughput gain is plus 300 per cent, and the status is piloting. That is a complete row. Cause, action, size, state.
Approval routing follows the same discipline. The root cause is a single approver working manually. The action is auto delegation plus thresholds. The gain is plus 150 per cent and the status is planned. The three way match row records manual verification as the cause, a rules engine as the action, plus 200 per cent as the gain, and planned as the status. Filing and archival records physical filing, auto archive on payment, plus 500 per cent, and planned.
Notice that the actions fall into the three categories the tool names. Capacity, routing, and automation. Auto delegation with thresholds is a routing change. OCR, the rules engine, and auto archive are automation changes. Naming the category helps later, because the risk profile of a routing change is different from the risk profile of a new automation.