Observe
Interview process owners and operators.
The real process is rarely the one in the SOP. So we start where the work happens.
The audit covers Observe and Model. A pilot typically follows 6 to 10 weeks later.
Interview process owners and operators.
Create a versioned workflow map: actors, systems, inputs, decisions, dependencies, exception types and ownership.
Build a constrained shadow-mode workflow against representative historical cases.
Introduce production access gradually: explicit permissions, human approvals, idempotency, logs, monitoring and rollback paths.
Turn real failures and overrides into evaluation cases.
Process interviews, exception mapping, baseline measurement and system inventory.
APIs, controlled exports, documents, email and existing data stores joined around one operational case.
Extraction, classification, context assembly and recommendation inside explicit confidence and policy boundaries.
Purpose-built interfaces for queues, approvals, evidence, correction and monitoring.
Least-privilege tools, idempotent actions, audit logs, human approval, shadow mode and rollback paths.
Deployment, security controls, evaluation, observability, runbooks, backups and handover.
Generic chatbot installations.
Unbounded autonomous agents.
Forced ERP migrations.
Broad AI strategy decks without an operational artifact.
ROI guarantees based on invented assumptions.
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