Your starting point
For SME leaders and team managers who want to choose a first scope with a clear method.
Ideas often arrive before the need is understood. A task may appear ready for automation while relying on scattered information, frequent exceptions or essential human approval. The audit makes these dependencies visible.
How to move forward
Understand the actual workflow
Describe a process with the people performing it: trigger, steps, tools, volumes, exceptions and review time. Choose a scope specific enough to observe.
Assess the opportunities
Compare options by usefulness, data availability, integrations and expected quality. Also consider improvements that can be achieved without AI.
Decide what comes next
Select a priority, clarify prerequisites and define a limited test. The decision-maker can see which questions must be answered before committing to a larger project.
Agree before starting
- A scope the team understands.
- Priorities linked to observable needs.
- A next step with decision criteria.
Your questions
Do we need to use AI already?
No. Your current organisation is the starting point. Existing uses are reviewed where relevant, without selecting a tool in advance.
Who should take part?
A decision-maker, someone who knows the process and, depending on scope, an IT contact. Participants are agreed during scoping.
Does an audit commit us to implementation?
No. It supports a decision. The recommendation may be to test, prepare data or simplify the process before any integration.