Many entrepreneurs have realized that if they want to scale, they need to streamline their internal business processes. For some, this means using automation, but not all processes are meant to be automated. Before you automate, use this checklist to help you decide which processes to automate and which are better done manually.
In the Before You Automate checklist, you’ll work through the steps to take before you automate your internal business processes.
How to quantify every internal business process so you can start making data-based decisions
The best way to break down tasks into easily identifiable processes
How to distinguish automation-friendly processes from ones that are better done manually
To develop an objective view on every role in your business so you can spend your time and resources wisely
Why documentation matters so your team understands the importance of writing down each step
Why you need to continually review and improve processes so your business never gets left in the dust
Many entrepreneurs have realized that if they want to scale, they need to streamline their internal business processes. For some, this means using automation, but not all processes are meant to be automated. Before you automate, use this checklist to help you decide which processes to automate and which are better done manually.
In the Before You Automate checklist, you’ll work through the steps to take before you automate your internal business processes.
How to quantify every internal business process so you can start making data-based decisions
The best way to break down tasks into easily identifiable processes
How to distinguish automation-friendly processes from ones that are better done manually
To develop an objective view on every role in your business so you can spend your time and resources wisely
Why documentation matters so your team understands the importance of writing down each step
Why you need to continually review and improve processes so your business never gets left in the dust
"Before you automate your workflow, you should document all of your processes and go through them with a fine-tooth comb. In this step, you’re looking for edge cases — problems that occur when something operates at an extreme parameter and will derail your systems when you automate."
- Pin Chen, CTO of Ontraport
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