A bounded workflow
Define what starts the process, what it should produce and what is outside the pilot.
03 / Improve one repeated task
Less repetition.
More room to work.
Test a better way to handle a specific task or handover. Start with an agreed trigger, a useful output and clear points where people check the work.
Discuss your workflowThe useful output
What you
leave with.
A working pilot
Connect supported tools and approved data within the agreed limits. Confirm feasibility and any tool costs before proceeding.
Checks and a human fallback
Design for missing inputs, exceptions, errors and review. Make it clear who can approve the next action.
An operating handover
Document the workflow, its owner, how to stop it and how to review its results against the baseline.
A possible first pilot
A useful draft.
A human decision.
For an incoming enquiry, a pilot could organise the information and suggest a next step. A person reviews the draft before any reply or action is taken.
Talk through a repetitive taskA controlled enquiry flow
- Receive an approved test enquiry.
- Prepare a summary and suggested route.
- Flag missing or uncertain information.
- Ask the owner to review and approve.
Illustrative workflow. Availability depends on tools and access.
How it works
A clear path
through the work.
Map and check
Confirm the task, access, tools and a measurable baseline.
Build and contain
Test normal cases and exceptions with approved examples.
Measure and decide
Review the result before expanding its responsibilities.
A good starting point
What we need
from you.
- A repeatable task with a defined input and output.
- A process owner who can review and approve results.
- Authorised access to supported tools and test data.
Clear scope, from the start.
A pilot tests one limited use case. Production-critical operation, wider integrations, monitoring and ongoing support are scoped separately. People retain the agreed approval and stop controls.
We agree the scope, responsibilities, timing and costs before work begins.
Your next step