Six stages, with your approval between each one.

Discovery

A structured conversation about one recurring process: what triggers it, who touches it, what it produces and where time is lost.

• Someone who runs the process end to end
• A general view of volumes and systems involved

• Written summary of the process discussed
• A view on whether AI assistance is appropriate

Assessment & mapping

We map the current state, identify decision points and exceptions, and record the controls the workflow would need.

• Access to the people who perform the process
• Non-sensitive sample documents or records

• Current-state workflow map
• Exception and risk register
• Suitability assessment

Design

We propose a future-state workflow with instruction design, output structure, confidence handling and the points where a person must approve.

• Decisions on which outputs require human approval
• Written approval of the design before build

• Proposed future-state workflow
• Human-review checkpoint design
• Assumptions and dependencies

Configuration

The approved design is configured in the agreed environment, including exception routing and review queues.

• Access to any systems named in the scope
• A named point of contact for questions

• Configured workflow
• Configuration summary

Testing & acceptance

The workflow is tested against scenarios agreed with you, including the exception cases, before anyone relies on it.

• A named reviewer for acceptance testing
• Timely feedback within the acceptance period

• Test results against the agreed scenarios
• Defect list and resolution record

Handover & support

Your team is walked through operation, reviewer responsibilities and escalation. Continuing support is optional and quoted separately.

• Attendance at the handover session
• Notification of later process or system changes

• Operating guide
• Handover session
• Support arrangement if purchased