Key takeaways
- Define the process first.
- Document exceptions and owners.
- Automating chaos does not fix it.
Before automating, it is worth checking whether the task is clearly defined, the edge cases are identified and the team knows the expected outcome.
When that is not clear, automation only speeds up confusion. But if the process is stable and repetitive, automation can create very visible savings.
“Automating before the process is organized often creates more work than it removes.
The right preparation includes documenting steps, exceptions, owners and the expected result. That makes automation less surprising.
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Talk about your projectAutomation works best when the team has already organized the manual flow.