Automation5 min
Process map as-is / to-be
First, draw how the process works today: where Excel, chats, manual reconciliations. Then — the target flow with roles, statuses, and exceptions. Without a map, automation just codes chaos.
Metrics before implementation
ROI is visible through volume, errors, delays, and labor cost. Without a baseline, after launch you’ll argue about the effect instead of measuring it.
Rules, people, models
Rules define the predictable flow. People are exceptions. Models are unstructured tail. Not every step needs to be “intelligentized”.
MVP on a single stream
Automate a narrow scenario, capture metrics, expand. This way it’s cheaper to make a mistake and easier to protect the budget.
When not to touch the process
Rare volume, unstable rules, no owner — simple regulation is enough. Code won’t pay off here, and we’ll say so during discovery.