Understand
Describe the process as it actually happens, including people, systems, volumes and exceptions.
A controlled process reduces risk, sets clear expectations and keeps technology subordinate to the business goal.
Describe the process as it actually happens, including people, systems, volumes and exceptions.
Rank opportunities by expected impact, risk and feasibility.
Try a limited solution on real data with restricted permissions and human approval.
Harden, integrate, document and introduce the solution in a controlled way.
Monitor usage and outcomes, correct issues and reprioritise as reality changes.
Access, data processing, logging and human approval are designed around process risk.
Describe the process, systems or manual work you want to improve. You will get an honest assessment of whether AI and automation are the right tools.