Mapping Your Manual Workflow Before Automation
Understand how to meticulously map your existing manual workflows step-by-step to prepare for effective automation and identify operational improvements.
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Before you automate, establish the baseline
A useful automation has a measurable starting point. Define the work, the cost, and the exceptions before deciding what to change.
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What the business should own
Custom software earns its place when it captures the way your business creates value. Ownership begins with a clear boundary.
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The spreadsheet is not the problem
Before replacing a spreadsheet, understand the work it has been holding together. The problem is usually the handoff around it.
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