Choose useful opportunities, prepare controls and define pilot success.
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Use this starter to support discussion and record decisions. Adapt it to your business, programme scope and accountable owners.
| Activity | Current effort / quality | Problem to solve | Owner |
|---|---|---|---|
| Repeated data handling | |||
| Document preparation | |||
| Information retrieval | |||
| Exception triage |
| Approach | Expected benefit | Data / integration needs | Limitations |
|---|---|---|---|
| Process improvement | |||
| Existing software feature | |||
| AI-enabled workflow | |||
| Specialist solution |
| Condition | Owner | Required evidence | Open action |
|---|---|---|---|
| Information access | |||
| Human review | |||
| Error and exception handling | |||
| Support and monitoring |
| Measure | Baseline | Target / acceptance | Review owner |
|---|---|---|---|
| Time and effort | |||
| Quality | |||
| User adoption | |||
| Exception rate |
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