1. Pick the bottleneck
Choose the handoff, approval, report, intake, spreadsheet, or system cleanup problem causing the most back and forth.
From one stuck routine to one working tool.
The first engagement is designed to be narrow enough to finish and practical enough for the team to use.
2. Map it in detail
We document the current routine: owners, systems, missing data, delays, repeated decisions, and exception rules.
3. Build the first version
The first tool may be a form, dashboard, reminder, report, export, routing rule, or exception queue.
4. Train and improve
The team tries it, we tighten what is confusing, and you continue only when it saves time and gets used.