Remove business and system bottlenecks so value moves faster. Start with the slowest steps blocking delivery—it’s usually a handoff, manual entry, or approval pile-up.
Standardize
Define the one best way to do a task—then automate it. Standardization cuts variation and rework, speeds handoffs, and makes performance measurable so you can scale faster, protect margin, and avoid adding headcount.
Target High-Volume, Low-Variation Work
Automate high-volume, rule-based tasks—minutes saved per item multiply into outsized ROI.
Build A Single Source of Truth
Centralize core data—people, projects, labor—into a Single Source of Truth, then make every system read and sync to it. One hub kills duplicate entry, speeds decisions, and keeps every team working from the same facts.
Automate Handoffs
Define simple gates—what “done” looks like and what “ready” means. Auto-assign the next owner with the info they need; if it sits too long, send a reminder and, if needed, nudge a manager so nothing gets stuck.
Put Approvals On Rails
Centralize all approvals in visible queues by team and owner; auto-remind, escalate when stuck, and keep timestamps for accountability.
Reduce Touches, Reduce Time
Fewer clicks and handoffs mean faster delivery. Combine steps, batch repeat tasks, and skip reviews that don’t change the outcome.
Design For Exceptions
Automate the 80–90% and route edge cases to humans with full context. Don’t aim for perfection; keep the flow fast and handle outliers manually.
Measure What Matters
Track cycle time, error rate, and rework, then auto-generate dashboards and weekly rollups so leaders see bottlenecks and wins at a glance.
Get Data Right At The Source
Validate as info is entered with required fields, dropdowns, and lookups so bad data never spreads. Or use system data enrichment automation—auto-fill missing fields and standardize formats by syncing with your source systems and trusted datasets.
Start Small, Ship Fast, Expand
Prove ROI with a small pilot, then roll it out to more teams and use cases.
Oversight & Continuous Improvement
Keep humans in the loop where judgment wins (risk, dollars, customer impact), and run quarterly reviews to prune, tune, and expand your automations.
