Automation · Practical guide
How to choose the first process to automate in an SME
A seven-step method for observing the work, comparing candidates, predicting exceptions and launching a first controllable automation.
- Priority grid
- Team questions
- Signs of a poor candidate
- Acceptance criteria
Read the guide
Automation · ROI
Calculate ROI without inventing a return
Establish current cost, the full cost of change, measurable gains and a conservative scenario.
- Total cost
- Payback threshold
- Post-launch measure
Build the calculation
Solutions · Comparison
Software, no-code or custom application?
Compare process, integrations, data, control, ownership cost and exit.
- Decision criteria
- Data and access
- Risk test
Compare options
Website · Decision
Redesign or optimize the current site?
Separate positioning, content, journey and technical problems before rebuilding.
- Assets to preserve
- Structural signals
- SEO protection
Choose the approach
Website · Measurement
Measure performance beyond traffic
Connect discovery, click, action, inquiry quality and known business outcome.
- Minimum dashboard
- Qualified inquiries
- Improvement decisions
Build measurement
Autonomy · Process
Document work to reduce dependency
Transfer the normal path, decisions, exceptions, access and recovery.
- Minimum sheet
- Absence test
- Knowledge maintenance
Document a process
Development · Sales
Build a pipeline before the CRM
Define the target, stages, evidence, next action, ownership and capacity.
- Stage criteria
- Minimum data
- Closure reasons
Build the pipeline