Business Automation Roadmap: From Quick Wins to Scale

Sequence your automation investments to deliver value in weeks, not quarters.

Automation roadmap

Phases

  1. Quick wins (alerts, syncs, manual replacements)
  2. Core workflows (CPQ, inventory, support routing)
  3. AI augmentation (assistants, summarization, QA)

Governance

  • Owners, SLAs, and playbooks
  • Observability from the start

Related

Read: Inventory Management Automation

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