Which tasks can be automated?
Tasks such as recording requests, routing approvals, updating statuses and preparing reports can be assessed. Automation depends on clear rules and access to the systems involved. Steps that require human judgement can remain with the team.
When should an Excel process be replaced?
Consider a dedicated tool when several people maintain different versions, copy the same data or struggle to find the status of a request. If a simple spreadsheet still solves the problem, it can stay. The tool should address a specific limitation in the process.
Does our process need to be documented first?
No. Reviewing the current workflow is part of defining the solution. Real examples of requests, files and steps help identify what can be automated, what needs approval and who will use each part of the tool.