Automation review

Find the safest useful automation before you build.

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.

Review outputs

A good review gives you enough evidence to decide what to do next without committing to a large build.

Workflow map

The current steps, handoffs, exceptions and manual checks.

Data and permission map

The data involved, systems touched, access required and sensitive areas to avoid.

Risk-ranked opportunities

A shortlist of automations ranked by value, privacy risk, effort and operational impact.

Safe first slice

A small implementation option with test data, human gates and rollback.

Runbook outline

How the process should be operated, monitored and recovered if something fails.

Decision notes

Clear next actions and tradeoffs so stakeholders know what is being accepted or deferred.

Do not send secrets or sensitive customer data in the first contact. CIAS will agree a safer sharing route if deeper review is needed.