Assess
Prioritized roadmap
Identify the process, its owner, and the conditions for a useful first build.
Agree the owner, inputs, approval rules, and the outcome to test. Start with a focused assessment when the tool or process is uncertain.
Implement
Tested workflow
Connect the agreed tools and test the expected and exceptional paths.
Use representative samples to test repeat events, incomplete records, and what happens when someone needs to intervene.
Support
Documented handoff
Keep failures visible, document recovery, and improve the workflows you rely on.
Review access, recovery instructions, and what stays in the support agreement. The people operating the workflow should know how to respond to a failure.