Start with the right question
Look for repeated handoffs: copying details into a CRM, routing enquiries or preparing routine reports. Ask the people doing the work where errors and delays occur.
Design for the real world
Define the process and its exceptions before connecting tools. Give each step an owner and include a way to identify and resolve failures.
Review and improve
Start small. Track manual touches, turnaround time and errors before and after the change so the improvement is meaningful.