Guides & insights
Resources for automation
Short, practical articles to help you think through automation in your practice and make better decisions.
Process Design5 min read
Choosing which process to automate first in your firm
A simple framework to prioritize automation projects based on time saved, risk, and ease of implementation.
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Excel & VBA4 min read
When Excel macros beat off‑the‑shelf software
Why a well-designed Excel/VBA solution can be the right starting point for many firms.
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Change Management5 min read
Making automation stick with your team
Practical steps to roll out new tools so they are actually used, not ignored.
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