The situation
People may be copying information between systems, preparing recurring reports or checking the same status repeatedly. First distinguish repeatable rules from steps that need interpretation or judgment.
What we investigate
We look at triggers, input quality, frequency, systems involved and exceptions. We also ask who owns the outcome and what happens when a step fails.
What a first proof could show
Trace one task from its trigger to a verified result. A focused proof can connect the steps, show an exception and let the team compare it with their current process.
Boundaries to agree
Automating a broken process can make its mistakes happen faster. Some improvements are changes to forms, rules or software integration, with no model required.