Scope
Clarify use cases, constraints and success criteria.
03 / Automation
Free up time by automating repetitive work.
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Identify recurring tasks that follow stable rules. Exceptions remain visible and can be assigned to the right person.
Scheduled reports assembled from several source files.
Clarify use cases, constraints and success criteria.
Choose an architecture and validate priority workflows.
Deliver in stages and verify features throughout the project.
Document the release, access and next steps.
The workflow can log the error and flag the steps an operator needs to retry.
The timeline depends on scope, access and required approvals. Milestones are set out in the proposal.