Free resource · checklist
What to automate first
A checklist to choose, in 15 minutes and with the person who does the work, the task worth taking off manual hands. And the ones not yet.
- Ten typical tasks to recognize yours
- Five questions that score each task from 0 to 10
- Five signs a task should not be automated yet
- A decision sheet you can take to any vendor, not just riel
The same logic chose the first phase of the Distribuidora del Golfo ERP: 19 modules, 6 phases, in production since August 2026.
FAQ
About this resource
Do I need to know software?
No. The checklist is in operations language: orders, cash, quotes, appointments.
Is it useful if I won't hire riel?
Yes. The decision sheet is yours; it works with any vendor or on your own.
What happens with my email?
You get the checklist and, if you want, five short emails on how a system is chosen and delivered. One-click unsubscribe.
Rather see it with your real process?
Twenty minutes, free, with the person who builds. We tell you what to automate first and what not to.