Clear from the start.
Reviewable at every step.

We review the goal, existing tools and recurring friction. We identify where automation can help and which decisions should remain with a person.

• Map the workflow and its owners.
• Review systems and data sources.
• Define a result that can be checked.

We agree deliverables, access and data requirements, cost, timeline and acceptance criteria. Support and follow-up arrangements are defined in the engagement.

• Defined scope and handover requirements.
• Dependencies and responsibilities.
• Approval points for sensitive decisions and messages.

We start with a limited path and test expected cases, exceptions, permissions and outputs. Preparing a draft is separate from approving it.

• Workflow, data and exception checks.
• Human review at approval points.
• Feedback and corrections before expansion.

We review deliverables with the responsible person and explain operation, known limits and follow-up needs. Operational documentation and access are handed over according to the agreed scope.

• Reviewable operational deliverables.
• Clear ownership after handover.
• Further development guided by results and priorities.