Automation makes a process faster. It does not make a poor process better. If a process contains duplicated steps, unclear approvals or inconsistent data, automating it produces the same problems more quickly.
A practical review starts by mapping the process as it is actually performed, not as procedures describe it. Ask who performs each step, which system or file is used, where information is retyped and where decisions are approved.
Next, identify where errors and delays arise and decide which steps are genuinely needed. Remove those that are not. Define the controls the improved process must keep, such as approvals, separation of duties and records.
Only then decide what to automate. Choose activities with clear rules and high volume, and agree in advance how you will measure the benefit, for example preparation time or the number of corrections required.
Written by the Rinacle team. This article is general information and does not replace advice on your specific circumstances.