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Improving processes

Automation does not begin with a tool, but with a precisely described process. This section is about documenting processes, recognising suitable candidates and thinking about the exceptions from the very beginning.

Recommended reading order

  1. Which business processes can be automated?Five criteria, three examples and a self-check in four questions.
  2. Business process automation in mid-sized companies: where to start?A five-step approach and the mistakes that are costly at the start.
  3. Connecting Excel, email and specialist softwareThe most common concrete case: the same information in three places.
  4. Documenting a business processThe manual groundwork beforehand: describing the real process.
  5. Automation without AIThe decision about which kind of solution to work with.
  6. Human approvalsThe planned stop in the process.
  7. When an automation failsWhat makes the difference between working and operable.

All articles in this section

Which business processes can be automated?Criteria, examples and the line at which a person decides.Orientation · about 7 minutes
Where to start?Five steps, the right first candidate, four costly early mistakes.Getting started · about 6 minutes
Connecting Excel, email and specialist softwareFour ways to connect them and the question of which system leads.In practice · about 7 minutes
Documenting a business processThe questions that yield usable answers — and why the detours are the discovery.Guide · about 7 minutes
Automation without AIWhen rules are enough and where a learning method really has the advantage.Decision · about 6 minutes
Human approvalsWhere the decision stays with a person and what a good briefing contains.Planning · about 6 minutes
When an automation failsTwo kinds of failure, the rework — and who notices the standstill.Operations · about 7 minutes
Avoiding duplicate data entryFour causes, four ways out and the question that comes first.In practice · about 6 minutes

A process that costs time today?

Describe what happens by hand. A short outline in your own words is enough.

Discuss a process