Prepare for a process audit
Choose one specific process, define its start and end, involve two or three people who know it, and bring real volume, delay, error, and example data.
Practical guidance for better preparation.
Short guides that complement the interactive tools.
Assess an automation
Check frequency, rules, input quality, exceptions, systems, ownership, and baseline measures before selecting a tool.
Prepare the data
Name the system of record, define important fields, find duplicates, and confirm access and retention rules.
Plan adoption
Involve users early, test with real cases, document manual recovery, and measure use after launch.