01Workflow inventory
Current steps, owners, tools, queues, delays, and handoffs.
02Friction and value map
Where time, follow-up, rework, or owner attention leaks.
03AI readiness rubric
Repeatability, data quality, revenue proximity, review clarity, tool readiness, and risk.
04Ranked payback table
Three to seven practical improvements scored by value, effort, confidence, complexity, and risk.
05Oversight map
Approval checkpoints, escalation rules, exceptions, and customer-facing boundaries.
06First pilot ticket
Trigger, inputs, output, owner, acceptance criteria, risk controls, and measurement plan.