Begin with a Rock-Solid Baseline
Before projecting any return, know exactly where you are. Document the steps, timings, handoffs, error rates, and queues in the existing process. Establish average and worst-case performance, then quantify labor costs, delay penalties, and compliance exposure. A good baseline makes improvements credible, exposes hidden friction, and prevents vanity claims. Invite frontline voices, watch the work, and gather real numbers that leaders can trust, opening the door to confident investment in small, targeted automations.