How many documents does your team process weekly (PDFs, contracts, reports, drawings, forms)? Under 50 50–200 200–1000 1000+
How much of your work arrives by shared inbox or email? info@, sales@, support@ — including CC-heavy processes
Little — mostly systems Some workflows start in email Most requests arrive by email Inboxes are the operational backbone
Meetings per week across the company (customer, internal, project) Under 5 5–20 20–50 50+
Sales activity: leads handled monthly We do not run outbound sales Under 20 leads 20–100 leads 100+ leads
Support / customer questions handled weekly Under 20 20–100 100–500 500+
Manual data entry and re-entry between systems Rare Daily, a few people Daily, many people It is a core part of operations
Repetitive workflows that follow clear rules Few Some, documented Many, mostly undocumented Lots — and they consume real capacity
Management reporting effort Automated from systems Assembled monthly by hand Weekly manual assembly Continuous manual chasing
Company knowledge: how accessible is it? Well documented and searchable Documented, but scattered Mostly in people’s heads Constant repeat questions and re-discovery
