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Automation· 5 min read
Where to start business automation: a process audit in 4 steps
A step-by-step approach that keeps you from spending the budget on automating the wrong things.
The most expensive automation mistake is moving a chaotic process into a system. It becomes faster but stays chaotic. That is why we start with an audit, not with development.
Four audit steps
- Describe the process as it is: who is involved, which documents and systems are used.
- Find the losses: manual data transfer, waiting for approvals, repeated checks.
- Set priorities: what gives the biggest effect at the lowest cost.
- Draw up a plan: implementation stages, timelines and the metrics to measure results.
What the company gets
After the audit, management has a process map, a clear list of tasks to automate and a timeline estimate. You can take this document to any contractor — or launch the project with us.
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