AI Workflow Assessment

Map the process before choosing a tool

We follow a representative task from its trigger through the people and systems that handle it. The map records where information enters, where someone makes a judgment and what counts as a completed result. The process owner explains the exceptions that a diagram alone would miss.

Useful inputs include sample work items, current instructions and the reports people rely on. We ask where work waits, where someone repeats an entry and where a handoff loses context. Those observations give the assessment a specific operational starting point.

Check whether the work is ready to automate

An automation opportunity needs more than repetition. We examine whether inputs are available, rules are clear and the output can be checked. A frequently repeated task with an undefined decision may need clearer ownership before its execution changes.

The assessment also identifies decisions that need a person, permissions that require approval and a recovery path for missing data or failed connections. Those controls become part of the proposed workflow. They help the team choose a pilot it can operate and evaluate with confidence.

Give the first pilot a useful finish line

The prioritized recommendation explains which workflow to start with and why. It describes the necessary inputs, affected systems, responsible owner and the evidence that would show the pilot is working. Dependencies and unresolved questions are recorded alongside the recommendation.

We separate the assessment deliverable from implementation. Your team receives a process map and an actionable scope it can use to decide the next step. If the chosen work needs an agent, a system connection or broader operational repair, the corresponding implementation engagement can build from that specification.

How the work is delivered

1. Observe the recurring work Walk through real examples with the people doing the task and record the current systems, handoffs and exceptions.
2. Assess suitability Review frequency, friction, data readiness, judgment requirements and the ability to inspect the outcome.
3. Prioritize a pilot Recommend a bounded starting point with ownership, dependencies and acceptance criteria the team can use to make a decision.

Example: assessing a weekly reporting task

Illustrative example

An operations manager combines several exports into the same weekly report. The assessment maps the source files, calculation rules and recipients, then checks what happens when an export is missing. The proposed pilot defines one report, its owner and a comparison against a manually checked sample.