A workflow opportunity map
A small set of tasks worth examining, including the information and people involved.
Start with a task that needs improvement, then decide whether AI or automation is appropriate. The aim is a usable process with clear responsibility for reviewing the result.
Discuss your briefIdentify repetitive work, clarify the process and introduce appropriate tools with guidance for the people using them.
A small set of tasks worth examining, including the information and people involved.
A scoped automation or AI-assisted workflow to evaluate against the original task.
Instructions, review responsibilities and boundaries for the team.
The final deliverables, timing and responsibilities are selected around the agreed brief.
Describe the input, the desired output and the person responsible.
Test an agreed use case with appropriate example material.
Check usefulness, accuracy and the practical effort required to maintain it.
No. Some tasks benefit more from a simpler template, clearer ownership or a better process. The task determines the approach.
The agreed workflow identifies a responsible person to review outputs before they are relied on or shared.
Tell us what you are working towards and where you need support.