Workflow map
The current steps, handoffs, exceptions and manual checks.
The review is designed to turn a messy process into a clear map: what happens, what data is involved, who approves what, and where automation would genuinely help.
A good review gives you enough evidence to decide what to do next without committing to a large build.
The current steps, handoffs, exceptions and manual checks.
The data involved, systems touched, access required and sensitive areas to avoid.
A shortlist of automations ranked by value, privacy risk, effort and operational impact.
A small implementation option with test data, human gates and rollback.
How the process should be operated, monitored and recovered if something fails.
Clear next actions and tradeoffs so stakeholders know what is being accepted or deferred.