1. Current status of diagnosis
Interview actual performers, collect representative samples, map existing processes, and record manual steps, waits, rework, errors, and data breakpoints.
Stage output:Current process, problem map, candidate scenarios and basic data.
2. Design blueprint
Define input and output, business rules, manual judgment, exception handling, permissions and acceptance indicators, and clarify where technology needs to be involved and where it should not be involved.
Stage output:Target process, knowledge inventory, human oversight, implementation scope and test plan.
3. Construction and joint debugging
Configure workflows and agents, use real business samples to test the generation, inspection, review, rollback and recording methods, and correct links that cannot be executed stably.
Stage output:Runnable processes, configurations, test records and issue lists.
4. Verification and Delivery
Using the same sample as before implementation, compare the number of steps, labor time, turnaround time, reasons for rework, factual accuracy, and audit results.
Stage output:Validation reports, operating instructions, knowledge and rules checklists, version information and maintenance boundaries.
Who does the company need to participate?
| Role | Main responsibilities |
|---|---|
| Business leader | Confirm goals, priorities, scope and final acceptance. |
| actual executor | Provide samples illustrating real steps, exceptions, and reasons for rework. |
| Product or brand owner | Confirm product facts, brand rules and external expressions. |
| technical or security personnel | Confirm system access, account permissions, and data usage boundaries. |
If the process is faster, but the facts are incorrect, responsibilities are unclear, or cannot be traced, it cannot be considered an effective implementation. The degree of automation should be subject to business risks and maintenance capabilities.