Automating routine work.
WHAT THEY AUTOMATE
Approvals Notifications Data transfer between applications Document generation Scheduled tasks
WHAT MAKES A PROCESS SUITABLE
It is repetitive The rules are clear The inputs are structured It happens often enough to justify effort
WHAT MAKES ONE UNSUITABLE
Frequent exceptions Judgement required Rules that change constantly
WHAT TO DO BEFORE AUTOMATING
Simplify the process.
WHY
Automating a bad process produces a fast bad process.
WHAT TO ELIMINATE FIRST
Steps that serve no purpose Approvals nobody examines Duplicate entry
WHAT APPROVAL WORKFLOWS SHOULD DEFINE
Who approves what Thresholds What happens on absence Escalation on delay
WHY ABSENCE HANDLING MATTERS
Approvals stopping when one person is away halts the business.
WHAT TO MONITOR
Where processes stall.
WHAT TO PROVIDE
Visibility of what is waiting, and with whom.
WHAT TO BE CAREFUL WITH
Automations nobody understands Automations without an owner Silent failure
WHAT TO ALERT ON
Automations not running, or failing.
