Start with the process, then talk about systems
A new tool does not fix a messy hand-off. Map how the work actually runs, then decide what to automate.
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When automation is the wrong first move
If the process is still a workaround, encoding it just makes the mess faster. Fix the path, then connect the tools.
Reports leaders can actually use
A dashboard is only useful if the number matches the operation. Start with the decision, then trace the data.
