Automate the right thing
Many teams ask for automation when the deeper problem is unclear ownership, duplicate data entry, inconsistent approval rules, or a process that was never redesigned after the business changed.
Automating that complexity can lock in the wrong behaviour. A short discovery phase usually saves more time than it costs.
Look for friction patterns
The most useful process reviews look for repeated friction: handoffs that stall, decisions that wait for one person, reports that do not change action, and systems that require people to copy data between tools.
Then choose the technology
Once the process is clearer, technology choices become easier. The business can define what the software needs to enable rather than accepting whatever workflow a tool happens to prefer.
