Automating a broken workflow makes the wrong thing happen faster. Diagnosis has to come first.
Most automation requests arrive already solved: someone has decided what the tool should be before anyone has described the problem.
The diagnosis step is where the money is. Map the workflow with the people who run it, find where work actually waits, and only then decide what should be automated.
Full article being prepared.
This piece is still being finalised.
Tell me the problem.
Describe what is slow, manual, or unclear in your business. I will tell you honestly whether I can help and what the first step would look like.
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