Choose the right process
Start with repetitive, rules based tasks that consume time and have clear inputs, decisions and outputs.
- Measure current effort
- Choose a low risk pilot
- Define the expected result
Design controls
Assign ownership, permissions, exception handling, human review and a manual fallback before launch.
- Log important actions
- Protect sensitive data
- Plan for failures
Measure the result
Compare time, cost, accuracy, customer response and staff experience before expanding automation.
- Track error rates
- Review exceptions
- Retire unused workflows