Map the current workflow
Start with triggers, decisions, handoffs, wait time, rework, exceptions and information sources.
Score opportunities consistently
Consider frequency, time, error impact, user effort, data readiness, technical complexity and control requirements.
Sequence foundations and quick wins
A simple workflow may create early value, while integration, identity, data quality or governance work builds capacity for larger automations.
Keep humans accountable
For AI-assisted work, define authoritative sources, review points, escalation and decisions that remain human responsibilities.
Measure realized value
Track cycle time, quality, exceptions, adoption and released capacity rather than celebrating deployment alone.