Identify time consuming and repetitive workflows in your process.
Break down the tasks, discover all stakeholders involved, the data flows, the decisions involved.
Sequence the steps. Define the pre-conditions for the process to begin, and any exceptions to the flow.
Generate a process map.
Validate this visual flow with the stakeholders. Analyze bottlenecks and determine potential opportunities for improvement.
Now that you have a great understanding of the workflow, automate the process. Start small with one workflow and put together a plan to implement & roll out the automation.
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