Before you automate
What should an SME automate first?
Start with follow-up and checking, not with a large software project.
Good first candidates
- Supplier follow-up before due dates
- Payment reminders
- Daily shortage check
- Dispatch readiness check
What they have in common
Each is repetitive, rule-based and currently depends on someone remembering. None needs a new system of record.
What to leave for later
Pricing decisions, credit decisions and anything where the rule is not yet clear.