Spend one week listing every recurring task, then group by frequency, impact, and who touches it. Capture where work stalls, what tools are involved, and what “done” means. A simple inventory often exposes surprising bottlenecks, like approvals lingering in inboxes or unclear handoffs burying momentum and obscuring ownership across busy teams operating under shifting deadlines.
Clarify the result before the steps. Document what success looks like, the acceptance criteria, and the artifacts produced. When outcomes are explicit, people can adapt intelligently without drifting. This also anchors measurement, enabling you to forecast capacity, plan staffing, and assess whether automation will actually reduce effort while maintaining quality and protecting customer experience at every touchpoint.
Commit to a before-and-after snapshot. Track cycle time, error rate, rework percentage, and cost per unit for the work you are improving. Establishing a baseline turns opinions into evidence, helps prioritize the highest‑leverage processes, and primes your eventual case for investment in tools or headcount by quantifying risk and upside in plain business terms.
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