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Free checklist · SMEs

Start with one process, not another tool.

This free 10-point checklist helps you pinpoint the first process to improve — before you buy another tool or launch an AI project.

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What is inside

A practical, ten-part checklist.

The checklist walks through the areas where small teams usually find the most friction, and helps you choose the first process to review in a diagnostic.

  • Repetitive administrative tasks.
  • Customer or client intake.
  • Follow-up and reminders.
  • Documents, templates, and recurring reports.
  • Current tools and disconnected systems.
  • Sensitive information and privacy considerations.
  • Automation opportunities.
  • AI readiness questions.
  • Team adoption and usage rules.
  • First process to review in the diagnostic.

After the checklist.

When you have found the first process worth improving, the Digital Transformation Diagnostic turns it into a workflow map, an opportunity review, and a 90 day roadmap.

Explore the diagnostic

Enter your details and get the checklist instantly — a copy is also emailed to you.

You will also receive occasional practical updates from EJM Solutions about workflow improvement, automation, AI readiness, and digital transformation for small businesses. You can unsubscribe at any time. Privacy Policy

Next step

Found your first process? Let us map it.

Book a free digital transformation call to turn one priority process into a clear 90 day roadmap.

Book a Free Digital Transformation CallExplore the diagnostic