Business Systems & Automation Planning Kit

Details

Small businesses accumulate tools rather than choosing them, ending with six subscriptions that overlap, none of which talk to each other, and data that exists in three inconsistent versions. This kit imposes a method. It covers mapping current processes and the tools each touches, identifying the duplication and the manual re-entry that costs the most hours, defining requirements before evaluating products rather than after, and a selection framework that weighs total cost including migration and training rather than headline subscription price. Automation material covers identifying which repetitive tasks are genuinely worth automating — a smaller set than most vendors suggest — designing an automation so that its failure is visible rather than silent, and documenting it so that it can be maintained by someone other than the person who built it. Templates cover system inventory, data flow mapping, requirements, evaluation scoring and implementation planning.

Download Contents: 23 files · 1 × method guide (PDF, 76 pages), 6 × XLSX mapping and evaluation models, 8 × DOCX planning templates, 1 × automation documentation template, 4 × worked examples, 3 × checklists, licence · 6.8 MB

Licence: Commercial Use Licence — one organisation. Unlimited internal use across your own recruitment, HR and operational activity, including editing and rebranding with your own identity. Resale, redistribution and supply to clients as a deliverable are not permitted.