Field Notes
Notes from the workshop.
Practical, honest writing on automating real back-office work — what to automate, what to leave alone, and the failure modes nobody mentions in the demo. No borrowed statistics, no hype.
- 13 min read
Claims Processing Automation: Where to Start
A practical guide for operations leaders on identifying bottlenecks, choosing first automation targets, navigating legacy system integration, and measuring results in claims processing workflows.
Read the note - 14 min read
Insurance Verification Automation: A Practical Guide for Ops and Revenue Cycle Leaders
Learn how insurance verification automation actually works, where it falls short, and how to audit your eligibility verification process before buying any software.
Read the note - 14 min read
Accounts Receivable Automation: What to Know First
A practical guide to AR automation covering common process bottlenecks, how to identify good automation targets, why pilots stall, and how to scope a project without overbuilding it.
Read the note - 12 min read
What AP Job Postings Reveal About Automation Gaps
We reviewed 25 publicly available AP job postings across five industries to identify which manual tasks still dominate AP roles — and which are realistic candidates for automation.
Read the note - 14 min read
Data Entry Automation: How to Identify What's Worth Automating (and What Isn't)
Learn how to automate data entry effectively — which task patterns are strong candidates, how to estimate ROI, and the common mistakes ops teams make before committing to a project.
Read the note - 6 min read
Automating accounts-payable invoice entry without replacing anyone
How to take the keying out of AP invoice entry — capture, match, and route — while keeping a human on every exception. A practical sequence, the failure modes, and where automation should stop.
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