Automation fails when it’s built around tools instead of workflows. This workshop is designed to help teams pick the right process, define success metrics, and implement automation with guardrails.
Workshop flow (60 minutes)
- Pick one workflow with clear ROI (time saved, fewer errors, faster cycle time).
- Map inputs/outputs and define a “done” definition.
- Choose approach: off‑the‑shelf vs custom vs hybrid.
- Add guardrails: approvals, logging, monitoring, rollback.
- Define week‑1 KPIs and a 4‑week iteration plan.
What you leave with
- A prioritized workflow shortlist
- A recommended architecture/tooling approach
- A measurement plan and risk checklist
FAQs
Do we need AI to automate?
Not always. Many wins come from workflow automation first. AI helps most when inputs are unstructured and decisions require context.
How do we avoid brittle automations?
Add logging, monitoring, and clear ownership. Start small, measure, and iterate instead of automating everything at once.
Want to run this workshop with your team?
We can facilitate a private session and then implement the top workflow with production-grade monitoring and governance.