From Excel and email to workflow

Self-check

Your score stays on your own device.

1. A manager says: 'Before we can automate anything, we need a new ERP.' What is true?

   • True, or you just automate the old mess
   • Not true, but you do need a new CRM first
   • True: an old ERP cannot be connected to anything
   • Usually not. You connect the systems you already have

2. The scan shows there is hardly anything to automate. What then?

   • You build something anyway, or the scan was wasted
   • The scan failed, so it has to be done again
   • You switch to AI, since rules found too little
   • Keep the map and count; you know what to leave

3. Your team wants to start with the most complex process, 'to prove AI can do it'. What is true?

   • Start where most retyping hours are
   • Start with a paper process, where AI adds the most
   • Fine, as long as it makes the most impressive demo
   • Smart: if the hardest one works, the rest follows

4. Which step in your order workflow earns an AI step?

   • Reading orders from PDFs that look different per customer
   • Checking whether the order total is under the limit
   • Every step, so the whole flow runs on one technique
   • Copying a customer number from the CRM to the ERP

5. One of your systems has no API. What then?

   • Ask the supplier to build an API, and wait
   • Then it cannot be connected, so people keep retyping
   • Find another route, such as files, a mailbox or the database
   • Replace that system first, then connect it

6. A new supplier joins, with a new invoice layout. What breaks first?

   • The connection to your accounting software
   • A set-up built on fixed OCR templates
   • Nothing: invoices all carry the same fields
   • AI extraction that reads the meaning

7. An amount on a scan is half covered by a stamp. What should happen?

   • The model asks the supplier for a new scan
   • The whole invoice is rejected and sent back
   • It goes to the check screen for a person
   • It is booked anyway; the best guess is usually right

8. You are buying a workflow. Which question shows how it behaves on a bad day?

   • Does it run in the cloud, so it cannot go down?
   • Who hears it when a step fails?
   • How many steps can it run per minute?
   • How many AI features are built into it?