NOTE / 01
Start with a workflow, then choose the technology.
A practical way to define the first process worth improving.
Read the note ↗Field notes
Details that make the workflow work.
Practical thinking on capture, review and the connections between systems.
NOTE / 02
Invoice capture is only the first step.
Design the review around the document, the record and the receiving decision.
Read the note ↗NOTE / 03
Give customer requests a clear next step.
Scope capture, responsibility and escalation before adding an assistant.
Read the note ↗NOTE / 04
Make stock records traceable before adding forecasts.
Connect movement, invoices and reconciliation before predicting the next decision.
Read the note ↗A practical place to start
Show us the step your team
keeps doing by hand.
One process. The people involved. The systems it needs to connect.