Notice repeated effort
Ask a team to walk through a recent task from beginning to end. Record where they searched for information, copied a field, waited for a reply or recreated something that already existed.
Explore Insights
Start with the work, not the hype.
Practical questions for finding a useful first automation opportunity in your business.
Talk about your businessA connected workflow
- Observe the work
- Find repetition
- Define the outcome
- Test an improvement
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
The most useful starting point is often an ordinary process that takes too much effort. Look at the handoffs, repeated questions and copying that happen every week before deciding what technology belongs in the solution.
Look for a bounded outcome
Choose a process with a clear start, owner and finish. A specific invoice intake or project handoff is easier to evaluate than a broad ambition to make an entire department more intelligent.
Measure what matters
Agree how you will compare the new workflow with the current one. Time to complete, avoidable rework and manual interventions can be useful measures when their definitions and starting points are clear.
In practice
What this could look like.
Follow one signed proposal through delivery setup. If three people re-enter the same details, map those handoffs and define a single successful outcome: a complete, reviewed project ready to begin.
An example workflow, shaped to the systems and responsibilities of your business.