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Table of Contents
- Why Baseline Data Is the Anchor for Every ROI Story
- The Most Common Baseline Gaps & Why They Matter
- Most Baseline Data Already Exists You Just Need to Find It
- Not All Baselines Matter Equally The Importance of Alignment
- A Strong Baseline Simplifies Prioritization
- How Baselines Strengthen Your Long Term ROI Story
- Baselines & Culture Go Hand in Hand
- How to Get Started Building Your Baseline Today
- The Baseline Is the Beginning, Not the End
- Take the Next Step in Building a Measurable Automation Strategy
When network and infrastructure teams begin investing in automation and orchestration, they often start in the right place. They identify processes that are repetitive, high volume, or time consuming. They examine workflows that place a burden on the team or create frustration for application owners, customers, or internal partners. They gather a list of priorities, sort them into a backlog, and begin thinking through what should be automated first. The intent is solid. The desire to improve delivery outcomes is genuine. The challenge arises when these teams struggle to answer one critical question that shapes every part of the journey: what does the baseline look like today?
This question matters more than most people expect. In my work with Itential customers, I see this challenge appear early in almost every automation program. The baseline is the single most important foundation for measuring progress, validating improvement, and proving meaningful business impact. Without it, even the best automation program will struggle to demonstrate value, justify investment, or maintain long term momentum.
Across dozens of customer conversations, I see the same pattern repeat itself. Teams know where their pain is, but they do not always know where their data is. They feel the delays, but they cannot quantify the delays or in some cases choose not to because let’s be honest – it’s not always pretty. They recognize that certain processes require too many steps or too many people, but they cannot articulate the current state in a measurable way. This gap is not just inconvenient. It directly influences whether an automation program succeeds or stalls.
Why Baseline Data Is the Anchor for Every ROI Story
Any conversation about ROI begins with one simple idea. You cannot measure progress if you do not know where you started. This is true in every domain, but it is especially true in network automation and orchestration because these programs impact a wide range of stakeholders and a wide variety of outcomes.
A baseline provides the starting point for every decision that comes later, as well as provide guidance to prioritize what use cases are – and are not – worth the time and effort. It is the reference point that allows a team to demonstrate how much faster a service request can be delivered, how many manual steps have been eliminated, how many downstream tickets have been prevented, or how much more consistent the environment becomes through automation.
Without a baseline, ROI turns into anecdotal justification. With our Itential customers, the moment the baseline becomes visible, the ROI story immediately becomes clearer and more persuasive. It becomes a collection of statements like this seems faster or this feels easier or this probably reduced a few hours. These observations may be true, but they are not persuasive for leaders who must justify budgets, headcount, and long-term investment in transformation programs.
Executives care deeply about tangible movement. They want to see trends. They want to see comparisons. They want to see impact in a way that ties to operational outcomes, customer experience, and business performance. Baseline data makes this possible.
The Most Common Baseline Gaps & Why They Matter
The most frequent gap we see is that teams simply have not tracked the metrics that matter. It is not that the work has not happened or that the challenges have not been felt. It is that the metrics have not been captured proactively.
For example, many teams struggle to answer questions such as:
- How many steps are involved in delivering a new network service
- How many people must participate in the workflow
- How many handoffs occur between different teams
- How long a given task sits in a queue before being addressed
- How often the process fails or creates rework for someone else
- How consistent the output is across regions, platforms, or devices
These are fundamental questions that shape automation design and determine the potential impact. When an organization cannot answer them, they lose visibility into where the highest value opportunities exist.
Another common gap is that teams assume their intuition is enough. The team may believe that a process takes two hours or four days, but the actual data may reveal a very different reality. Intuition is helpful for prioritization, but it is not a substitute for data. The baseline must reflect the actual condition of the environment, not the perceived condition.
Many organizations underestimate how scattered their data is. Some metrics live in the ITSM system. Some live inside spreadsheets. Some live in emails. Some live in the heads of engineers who have worked the same routine requests for years. When this information is fragmented, it becomes difficult to build a reliable baseline and even harder to maintain it over time.
Most Baseline Data Already Exists You Just Need to Find It
The good news is that the majority of baseline data already lives inside systems your teams use every day. The ITSM platform is usually the most valuable source of truth for understanding the current state. It tracks request types, ticket volumes, queue times, assignment groups, escalations, resolution times, and the number of times a request bounces from one team to another.
Many organizations we work with begin their baseline discovery by mining ITSM data and pairing it with configuration data processed through Itential. This information can reveal patterns that are not always obvious. It can show how long customers wait for services, which steps cause delays, which tasks create the most rework, and which parts of the process are the least predictable. Even if your environment feels complex, the ITSM data will almost always provide clarity.
Log data, change records, and device configuration data are also valuable. These sources help establish baselines for compliance, reliability, and standardization. They show how often configuration drift occurs, how many changes violate internal standards, how frequently manual changes introduce errors, and how reliable core processes are when executed manually.
Finally, interviews and workshops often reveal the human side of the baseline. Conversations with engineers, operators, and application teams expose the pains that metrics alone cannot capture. They explain why certain tasks drain productivity or why specific processes take longer than expected. When combined with quantitative metrics, these insights help paint a complete picture of the current state.
Not All Baselines Matter Equally The Importance of Alignment
One of the most important lessons we reinforce with customers is that not all baselines matter equally. A baseline is meaningful only if it directly relates to the value driver of your automation program. This is where alignment becomes critical.
If the primary goal of your program is to improve customer activation speed, then the baseline must measure delivery time, handoffs, and success rates for customer facing services. If your goal is to strengthen your compliance posture, then the baseline needs to measure configuration drift, vulnerability exposure, and remediation timelines. If your goal is to increase contributor participation, then the baseline may focus on time invested in manual tasks or skill requirements for common workflows.
Without alignment to the North Star, baseline metrics lose impact. They become interesting data instead of transformational data. They may be accurate, but they will not influence decisions or support your ROI narrative.
A Strong Baseline Simplifies Prioritization
Once a baseline is established and aligned to your value driver, prioritization becomes significantly easier. The baseline reveals which processes create the most friction, which workflows require the most manual effort, which tasks cause the most delays, and which outcomes matter most to the business.
This helps the team answer several key questions:
- Which automations will deliver the most meaningful improvement
- Which workflows should be built first
- Which processes should not be automated at all
- Which improvements will be easiest to quantify
- Which initiatives will create the strongest case for continued investment
This clarity removes guesswork and helps ensure that the team invests time in the work that truly matters.
How Baselines Strengthen Your Long Term ROI Story
A consistent baseline enables ongoing measurement. It allows teams to revisit metrics, adjust their approach, and continuously refine their value narrative. It also provides transparency for stakeholders who want to understand the impact of each phase of the program.
As processes are automated and orchestration expands, the baseline becomes a historical reference for tracking progress. This helps answer questions such as:
- How much faster did we deliver services after automation
- How much more consistent did device configuration become
- How much did errors decrease as a result of automation
- How much capacity did the team regain
- How much did customer experience improve
- How did our program evolve across each stage of maturity
These insights create a foundation for future investment. Leaders feel more confident funding new work when they can see measurable improvement tied directly to the investments already made.
Baselines & Culture Go Hand in Hand
During a recent webinar I did with William Collins, we also discussed the relationship between ROI and culture. Baselines reinforce healthy culture by providing clarity and fostering accountability. They encourage transparency and help the team stay aligned with the larger goals of the organization.
Teams that understand their baselines make more informed decisions. They work more collaboratively. They have clearer conversations with stakeholders. They build stronger trust. They also create a culture that values data driven improvement rather than intuition alone.
How to Get Started Building Your Baseline Today
If your team is unsure where to start, begin by identifying one process that causes the most friction or holds the most strategic value. Gather the available metrics, validate them with the team, and document the current state. Once this is complete, establish the preferred future state. Identify the metrics that will show progress. Align them to your North Star. Use them as the anchor for your ROI narrative.
The goal is not to create a perfect baseline. The goal is to create a reliable one. You can refine it over time. You can add new metrics later. You can adjust as your program matures. What matters most is that the baseline exists and that it aligns with the strategic outcomes you aim to deliver.
The Baseline Is the Beginning, Not the End
The baseline is not a static document. It is a living reference that should inform your roadmap, support your decisions, and strengthen your value story. Without it, even the most well-intentioned automation program will struggle to demonstrate impact. With it, you have a foundation for measurable progress, repeatable ROI, and long-term success.
Across our customer base, the teams who document and revisit their baselines see the strongest long-term outcomes. If you want your automation program to grow, the first step is understanding exactly where you stand today. Once you have that clarity, everything else becomes easier. Prioritization becomes sharper. Value becomes clearer. ROI becomes credible. And your automation program becomes a strategic partner to the business, not just a technical initiative within it.
Take the Next Step in Building a Measurable Automation Strategy
If your team is ready to move beyond intuition and build a data driven automation program, the next step is learning how to make ROI a continuous practice. In our on-demand webinar, we walk through the full framework for capturing baselines, aligning metrics to business value, and building an automation roadmap that earns long term support.
Watch the full session below or on-demand here to learn how to turn ROI into a core discipline for your program.
Curious about where your highest-value automation opportunities are? Check out Itenital’s Automation Value Calculator.