7 Operations Workflows SMEs Should Automate First

  1. Quote approvals
  2. Job creation and assignment
  3. Procurement requests
  4. Stock movement logging
  5. Delivery documentation
  6. Invoice triggers from completed work
  7. Weekly KPI reporting

These workflows are repetitive and rule-driven, making them ideal for workflow automation software. Automating them first typically improves speed and reliability with manageable implementation effort.

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