Needs and current situation
We follow a process from start to finish, noting manual decisions, systems and repeated information. Identify where human approval is needed.
Possible scope
Work can include a process map and a limited pilot proposal with logging, exception handling and a stop or rollback plan.
Prepare for the start
Gather anonymised examples, system names and the people responsible for each step. Describe common errors and unusual cases.
Checks and handover
Review the map with process owners and test the proposed flow using sample scenarios. Check how failures are detected and handled.
What needs agreement
Mapping does not authorise payments, messages or changes to external systems. Actual implementation and permissions need explicit agreement.
A common question
Should the whole process be automated at once?
Usually start with a bounded, repeatable step. Evaluate it before expanding to tasks with more dependencies or consequences.
