1. Define the business problem
Describe the delay, cost, capacity constraint or quality issue in operational terms. Avoid beginning with “we need a chatbot” before confirming what the business needs.
2. Prioritise workflows
Score possible use cases by frequency, value, feasibility and risk. A good first workflow is repeated often, has accessible inputs and keeps a clear human decision point.
- High enough volume to matter
- Observable baseline and outcome
- Limited sensitive data where possible
- A willing process owner and users
3. Check readiness and controls
Confirm information quality, system access, approved tools, data rules and who will review the output. Resolve material blockers before building.
4. Pilot with real users
Test a narrow workflow with representative examples and employees who perform the work. Record errors, exceptions, time saved and rework—not just positive demonstrations.
5. Train and operationalise
Give employees role-specific instructions, templates, escalation paths and enough time to form the new habit. Assign owners for the workflow and its source information.
6. Measure and scale
Scale when performance, controls and adoption are repeatable. Use the evidence to decide whether to expand the workflow, connect systems or move to the next use case.
Choose the next practical step
Assess your readiness, estimate an indicative budget or discuss a priority workflow.