Who owns the next action?
Name the person or role responsible at each stage. A status alone does not tell the team who needs to act.
Practical operating guidance
Insights
Three questions to answer before you automate a business process.
- 01Explore
- 02Understand
- 03Choose a next step
Practical guidance for your evaluation.
Which record is authoritative?
Choose the master source for each project, employee, permit, and document reference. Agree how updates and corrections reach connected systems.
What result will you measure?
Use a defined reporting period and comparable records. Approval aging, missing effort, overdue actions, and review turnaround are useful starting points.
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