Look for friction
Repeated copying, status chasing, approvals, reminders and rekeying between systems are strong signals that a workflow deserves attention.
Do not automate confusion
If nobody agrees how the process should work, automation can make the confusion faster. Clarify ownership and exceptions before implementation.
Measure the before and after
Track cycle time, manual touches, error rates and response times. That makes it easier to prove whether the automation actually helped.
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