Automation fails when it starts with a platform decision. It succeeds when it starts with a process that is manual, repetitive and measurable.
The ten
- Invoice capture and three-way match in accounts payable
- GST reconciliation between purchase register and GSTR-2B
- Bank reconciliation with rule-based matching
- Sales-order to dispatch handoff
- Expense claim submission and approval routing
- Payroll input collection and variance checking
- Customer onboarding and KYC document collection
- Collections follow-up cadence and dunning
- Monthly management reporting pack assembly
- Inventory reorder point calculation
Sequence
Score each on four factors: hours consumed per month, error rate, number of handoffs, and whether the process is stable. Automate stable, high-volume, multi-handoff processes first. Automating an unstable process simply produces errors faster.
What to expect
Most mid-caps recover 30–70% of the manual hours in the first three processes alone. The bigger gain is usually the elimination of rework and the shortening of the close.
Our Process Automation Scorecard scores your ten processes in about twenty minutes.