Automating an unclear process can reproduce its confusion faster. Map the trigger, information, decisions and handoffs before selecting an integration tool.
The decision to make
Distinguish repeatable rules from judgement calls. Keep approval where the consequence of an incorrect action requires a person.
Practical checklist
- Identify the input and completion condition.
- Record exceptions and their owners.
- Remove unnecessary steps before building automation.
An illustrative example
If two teams disagree about who qualifies an enquiry, a workflow tool will not resolve the disagreement. The ownership decision must come first.
Your next step
Create a simple process map with examples of normal and exceptional cases and review it with the people doing the work.
AI-assisted planning guide published by Prime Pixels. Examples are illustrative, not customer case studies. Project scope and applicable requirements must be checked for your circumstances.