Choose a repetitive task that takes time and follows a clear sequence. A good starting point is one process with measurable results.
How do we choose the first process?
We review task frequency, the people involved, handling time and common errors. Leave requests, invoice workflows and requests for quotations can all be suitable candidates. We start with a simple scope that covers the most common cases. Rare exceptions do not have to expand the first implementation if they can be handled safely on their own.
Related terms
See also: Automation.