Zascia Hugo
Quality Documented Information
Standard alignment
ISO 9001:2015 · 7.5 Documented information
Document title
Opportunity List
Controlled prioritised list of automation opportunities derived from observed bottlenecks.
- Document ID
- ZH-WA-OPP-001
- Revision
- Rev 1.0
- Document type
- Register
- Classification
- Client Deliverable
- Package
- Workflow Assessment
- Issue status
- Controlled Template
Document control (ISO 9001:2015 / 7.5)
Alignment
Document identification, revision control, approval, retention, and distribution practices aligned with ISO 9001:2015 Clause 7.5.
Retention
Engagement term + 36 months (or longer if client retention policy requires)
Review cycle
Template reviewed annually; issued records controlled per engagement
Distribution
Controlled electronic issue to named client stakeholders
Printed copies
Printed copies are uncontrolled unless stamped Controlled Copy
Priority ranking
Order opportunities by leverage, effort, and operational value.
Ranked opportunities
[P1…Pn | Title | Effort band]
Opportunity detail
Describe each opportunity and the pain it removes.
Opportunity
[Title]
Process pain addressed
[Linked finding / stall point]
Expected benefit
[Time, accuracy, visibility]
Suggested sequence
Recommend the order for tackling opportunities over time.
Phase 1
[First build candidate]
Later phases
[Deferred opportunities]