Commercial readiness
State the business outcome in plain terms. If the organisation cannot explain what should improve, it cannot choose an appropriate AI intervention or measure it later.
Workflow readiness
Identify how the work currently moves, where exceptions happen and which decisions require experienced human review. A workflow that is unclear today will remain unclear after automation.
Governance readiness
Define the information boundary, who can approve outcomes, how errors are escalated and what must be retained for review. Governance is part of good delivery, not a separate afterthought.