Start with a repetitive or information-heavy task that has a clear purpose. We assess the inputs, the desired output and the points that need human judgment before recommending an implementation.
Make responsibilities visible.
Agree what the system can do, which information it uses, how its work is checked and when it hands over to a person. This gives your team a practical way to evaluate and maintain the workflow.
Deliverables
What this can include
The final scope is agreed in your proposal.
Workflow map
Tool selection
Approved knowledge source
Integration
Test scenarios
Staff handover
Support scope
Example work
The thinking behind the work.
Explore how a business challenge becomes a creative idea, and how that idea carries through the materials customers see.
A description of the current process, sample inputs using suitable non-sensitive data, the software involved and the person responsible for the outcome. Tool access, subscription costs and support requirements are agreed before implementation.