Skip to content

1. Workflow review

We map the current process, owner, inputs, tools, exceptions, and definition of a good output. The first decision is whether the workflow is ready to automate at all.

2. Scope and business case

A useful scope names the first workflow, expected saving, build risk, data dependencies, approval points, and the handover plan. If the value is weak, the recommendation should say so.

3. Build, test, and hand over

Implementation focuses on the smallest reliable system that removes the bottleneck. Delivery includes operating notes, training, and a clear owner so the team can run the workflow after launch.

The useful output

A good engagement should leave the team with a working workflow, clear operating notes, known limits, and a simple way to decide what to improve next. The delivery method is intentionally workflow-first because AI only helps when the surrounding process is clear.

Message Zaniar on WhatsApp