Phase 1: Pick the Workflow
Client onboarding, KYC refresh, CV screening, year-end packs, suitability reports — pick the one eating your team's week. We start there.
Deliverables
- Detailed map of the chosen workflow: every step, every system, every person
- Baseline timing: hours-per-instance, instances-per-week, errors-per-month
- Acceptance criteria for "the automation is working"
Actions
- Stopwatch the current process end-to-end with the people who run it
- Identify integration points: API access, document formats, system credentials
- Define what edge cases must be handled vs. routed to a human
Outcome
- Numbers that justify the build — and will be the yardstick for "did it work"
- Clear scope: what's in, what's out, what triggers a human escalation
Phase 4
Phase 2