Choose a repeatable task
Look for recurring document sorting, report assembly or internal follow-up. Describe the input, expected output, frequency and current manual steps.
Set a baseline
Record approximate handling time, correction rates and follow-up effort before the pilot. Agree how you will assess the result.
Minimise the data
Start with anonymised examples. Identify confidential fields, access rights, approved tools and data-handling requirements before connecting live systems.
Keep human approval
Decide who reviews the output and who can approve sensitive actions. Do not give a pilot unrestricted access to payments, filings or production records.
Test the awkward cases
Include missing documents, duplicates, incorrect values and unavailable systems. Provide a manual fallback and a clear way to stop the workflow.
Review before expanding
Compare results with the baseline, examine exceptions and document ownership. Expand only when accuracy, controls and usefulness are demonstrated.
This checklist is not a complete compliance programme or personalised professional advice. The applicable requirements and engagement scope must be confirmed for your circumstances.
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