Resources
An evergreen knowledge base for understanding how a business works, finding friction, redesigning the process, and automating what makes sense.
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Learn how to map, diagnose and redesign your business processes before you automate anything. A practical guide for small and medium business owners.
Process Improvement FundamentalsWhat a business process is, what process improvement means in practice, and a simple approach you can apply to one process at a time.Read moreWorkflow MappingHow to put a process on paper, including the common case where it has never been documented and lives entirely in one person's head.Read moreFinding Bottlenecks & InefficiencyHow to diagnose where a process is losing time, and why processes that worked fine at 5 employees often start breaking as the team grows.Read moreStandardisation & SOPsWhen a process is worth documenting formally, how to write an SOP people will actually use, and why an SOP alone doesn't fix a bad process.Read moreProcess RedesignHow to simplify, reduce handoffs, and build in exception handling before you automate: the step most automation projects skip.Read more
A practical guide to business automation for small businesses: what it handles well, where AI fits, how to tell if a process is ready, and what to leave alone.
What Is Business Process Automation?What automation means, how it differs from workflow automation, and what makes a process suitable for it.Read moreHow to Identify Automation OpportunitiesA practical way to find and rank the tasks in your business worth automating.Read moreWhat to Automate First, and What to Leave AloneHow to choose between automating, outsourcing, hiring, or leaving a task exactly as it is.Read moreHow to Calculate Automation ROIA simple way to work out whether an automation project pays for itself, and how fast.Read moreWhen Does a Spreadsheet Become a Business System?Spreadsheets aren't the problem on their own. What matters is whether the data in them is reliable enough to automate anything on top of.Read moreWhere AI Actually Helps, and Where It Doesn'tThree practical questions to decide whether a specific step needs AI, a plain rule, or a person.Read moreAutomating a Process Yourself, or Having It Built For You?An honest comparison of the real costs and risks of each approach, and which one actually fits your situation.Read moreWhat Happens When an Automation Fails?Why automations actually fail, the difference between a loud failure and a silent one, and what's worth checking before trusting one with something that matters.Read moreWhy Are We Entering the Same Data Twice?Why the same information ends up typed into more than one system, and how to find and fix it.Read more
Step-by-step guides to the processes most small businesses run: how each usually works, where it breaks, and what is worth automating.
Client Onboarding: From Signed Contract to First DeliverableHow client onboarding usually runs, where it breaks, and what's worth automating in it.Read moreInvoice Approval and Late PaymentsHow invoice approval and chasing late payments usually runs, where it breaks, and what's worth automating in it.Read moreLead Follow-UpHow lead follow-up usually runs, where it breaks, and what's worth automating in it.Read moreQuote to InvoiceHow the quote-to-invoice process usually runs, where it breaks, and what's worth automating in it.Read moreEmployee OnboardingHow employee onboarding usually runs, where it breaks, and what's worth automating in it.Read moreExpense ApprovalHow expense approval usually runs, where it breaks, and what's worth automating in it.Read more