Your starting point matters.
This article provides initial guidance. The right steps depend on your goals, systems and available resources.
Choose one process
Start with a bounded task, such as sorting incoming enquiries. Document the input, decision, output and responsible person.
Build in controls
Decide which results may be used automatically and which need approval. Unclear or sensitive cases require an organised handover.
Evaluate the benefit
Consider time, errors and rework together. An automated process is only useful when running it is simpler than the previous approach.
A practical next step
Write down the most important open question for your business and who can address it internally. Use this to define a specific task to discuss with the people involved.
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