A practical starting point for an enterprise
Choose one cross-team workflow that matters: supplier onboarding, customer order handling, or an internal request process. Start with a manageable group of people who actually do the work. The initial scope can sit inside a much larger company.
What we will work toward together
A reviewed map of people, duties, tasks, software, and handoffs. A record of gaps or disagreements that need a decision. A prioritized next-step brief, with each finding linked to the information behind it. These are pilot deliverables to agree in scope—not a promise that every company will find an automation opportunity.
01 · Agree the question
Name an executive sponsor and a day-to-day contact. Choose the workflow, participants, decision to support, and information permitted for collection. Agree the scope, schedule, fees, and data-handling terms before work starts.
02 · Hear from leadership and the team
Use a leadership kickoff to establish goals and review the roster. Each participant then receives a private link to explain their work by voice or text. Voice is preferred because a real example can reveal exceptions and frustrations. The person checks the extracted task cards before submitting.
03 · Review the work together
The advisor compares accounts, checks evidence, and brings unresolved handoffs or responsibilities back to the right people. A participant confirms their own understanding; this does not settle company authority or approve access.
04 · Decide what happens next
Hold a readout with the sponsor. Choose a small improvement, collect further evidence, or stop if the findings do not justify more work. Continued support and a later internal handoff are separate decisions.
A good fit for the first cohort
A sponsor who can convene leadership, a named work owner, a team willing to respond, and one concrete operating question. A starting group of roughly 10–25 participants is our proposed pilot scope, not an enrollment limit or a proven optimal size.
What we will measure
Response completion, time to first reviewed work map, advisor delivery hours, participant corrections, unresolved handoffs, and sponsor assessment of usefulness. We are recruiting 5–10 pilot companies to test the method. We do not yet have validated speed or savings claims.