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Insights

Understand, see, check for yourself.

Explanations, a look at things I have built, and tools around business processes and automation.

All content.

In practice

Customer enquiries via messenger: what can be automated – and what can’t

Answering questions from the workshop’s knowledge base, reserving appointments and handing over to a person for safety-critical enquiries: a prototype using a car repair shop as the example.

Prototype, not in use with any client6 min read

Tool

Process Profile: capture a business process on one page

Trigger, result, steps, friction points, volume, exceptions and decisions: one process on one page. For printing, with instructions and examples.

Fill-in templatePDF

Tool

Measure first: a tracking sheet for manual processes

How often, how long, how many queries and exceptions? A tracking sheet for recording a manual process for two weeks and then evaluating it simply.

Tracking sheet with evaluationPDF

Insights

When is process automation worth it?

Five test questions, a traceable calculation and the cases where you are better off leaving it: how to assess whether automating a specific process is worth it.

7 min read

Insights

Which process should you automate first?

Several candidates, one first project: prioritising with six criteria, a simple comparison grid and the most common mistakes when choosing.

6 min read