Notebook / Resources
Understand more.
Decide better.
A guide for each decision: what to improve, how to connect it and where to organise the work. Open reading, no registration.
One process, from start to finish.
- Observe
- Define
- Check
New guide / Microsoft 365
One file.
A clear place for it.
01 / Processes and artificial intelligence
From choosing a priority
to running the work.
Which processes should you automate first?
Compare frequency, effort and exceptions to define a focused first intervention.
Work out the costThe cost of a repetitive task.
Calculate time and corrections with a hypothetical example that includes supervision.
Choose an approachAI or automation: when each approach fits.
Distinguish rules from models according to input variation and the review required.
Prepare for operationFrom an AI pilot to an operational process.
Define data, ownership, exceptions and acceptance criteria before expanding.
02 / Technical integration
Connect with criteria
you can verify.
What to check between ERP, CRM and other tools.
Identify data, owners and dependencies before deciding how to integrate.
When a response is missingNo response does not mean rejected.
A state model for distinguishing evidence, incidents and possible duplicates.
Record the decisionA report before integration begins.
An annotated example of scope and dependencies for invoicing, using fictional data.
03 / Free tool
Map your process.
Choose a task and get an initial visual assessment. Local results, no registration and no connection to your systems.
Open the process assessment tool04 / Specialist guides
VeriFactu.
Documentation for teams maintaining invoicing software in Spain: scope, deadlines, the producer’s declaration and ERP adaptation, with official sources.
Read the VeriFactu guides