Look for repetition
A strong candidate is a task performed many times a week by clear rules: moving requests, sending updates, creating a report or checking data.
If every case needs a creative decision, describe and simplify the process before automating it.
Measure the cost of manual work
Count time, delays, errors and reliance on a single employee.
- How often is the task repeated?
- How long does one repeat take?
- What do mistakes cost?
- What happens if the responsible person is unavailable?
Start with a focused result
A form, notification, data flow or report can prove value before a larger system is needed.