01

Choose a workflow, not a department

A full department is too broad for a first test. Choose a specific process such as preparing recurring client information, routing enquiries or retrieving internal knowledge.

02

Preserve the human decision

Where a task affects customers, professional judgment or sensitive information, define the point at which a person checks, approves or takes over.

03

Measure the present state

Record the current time, volume, quality or response pattern. This is the reference point that lets the business decide whether further implementation is justified.