06.01
Process automation
Missions
- ·Inventory manual tasks and time consumed
- ·Prioritise by time saved and error risk
- ·Automate extracts, reconciliations and reporting
- ·Create run logs and anomaly alerts
Deliverables
- Live automations
- Documentation
- Time-saved tracking
06.02
AI in the process
Missions
- ·Select use cases after testing
- ·Extract from invoices and contracts
- ·Classify and enrich data
- ·Keep human review on sensitive steps and decisions traceable
Deliverables
- Live use cases
- Review protocol
- Measured gain
06.03
Tool implementation
Missions
- ·Requirements, comparison and documented decision
- ·Configuration, migration and acceptance testing
- ·User training and usage guide
- ·Go-live support through the first cycles
Deliverables
- Tool in production
- Data migrated
- User guide
06.04
Integrations and APIs
Missions
- ·Map data producers and consumers
- ·Build integrations with error handling
- ·Set sync rules and the source of truth
- ·Monitor flows and replay failures
Deliverables
- Live integrations
- Architecture diagram
- Monitoring
06.05
Data clean-up and analysis
Missions
- ·Diagnose duplicates, gaps, inconsistencies and formats
- ·Clean, normalise and set validation rules
- ·Analyse profitability, cohorts, seasonality and mix
- ·Produce outputs teams can reuse
Deliverables
- Clean dataset
- Validation rules
- Documented analysis