Less data entry
The same data should not be typed into several places.
Automation
Automation where it actually removes work.
Not every step should be automated. First we look for the repeated step that wastes time, causes errors or blocks the process.
Good automation is small, understandable and easy to check.
Automation
Automation is a tool, not the goal.
Status and reminders
The system can show what is missing, delayed or ready to close.
Simple rules
Only clear and stable steps should run automatically.