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Interactive scoping checklist

Workflow Scoping Checklist

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Describe one workflow clearly enough to have a useful assessment conversation. Check the items you have considered, then print or save a working copy.

REIT Limited · Bangladesh-based AI services and technical-delivery company

See the work in context

A practical scenario.
A decision you can inspect.

Explore the inputs, human controls and trade-offs behind a proposed use case.

Download example data (CSV)
Fictional case study · Pinecrest Document OperationsSynthetic data · not a REIT Limited client result
documents / illustrative scenario

Turn routine documents into reviewable records

A fictional operations team extracts reference fields from service documents. Repeated extraction and field checks absorb time, while incomplete and conflicting documents need human judgement.

Proposed workflow
Read allowed fields · Check the format · Flag exceptions · Approve the record
Human control
A reviewer checks exceptions and approves updates to the destination system.

Human effort per month

Hours · review included
0150 hours
54 hmodelled capacity change / month

36% less human effort under these assumptions. This is not cash savings.

Synthetic incoming workload mixStandard format: 630 (70%); Missing fields: 180 (20%); Conflicting fields: 90 (10%). Total 900 documents.900ITEMS / MONTH

Workload mix

  • Standard format70%
  • Missing fields20%
  • Conflicting fields10%

Assumed distribution, not measured activity.

Inspect the data, calculation and pilot decision
Pinecrest Document Operations: fictional assumptions for a representative month
Input or calculated measureIllustrative value
Monthly in-scope volume900 documents
Before: human minutes per item10
Proposed: human minutes per item6
Additional operating hours per month6
Baseline human hours per month150
Proposed human hours per month96
Net capacity change per month54 hours
Illustrative pilot window5 weeks; not a delivery commitment
Assumed mix: Standard format630 items
Assumed mix: Missing fields180 items
Assumed mix: Conflicting fields90 items

Calculation: 900 × 10 ÷ 60 = 150 baseline hours. Proposed: 900 × 6 ÷ 60 + 6 operating hours = 96 hours.

Pilot decision: Do records meet field-level checks, including exception handling and correction effort?

Limit: Document complexity changes the average. Compare like-for-like inputs before drawing a conclusion.

Fictional worked example. Future human handling includes review, exceptions and corrections; operating hours are additional. Compare the same workload before drawing a conclusion.

Make the process concrete.

Use this checklist with the person who knows the work. You do not need every answer before enquiring; the gaps help identify what an assessment should resolve. The checkboxes are a local reading aid and reset when the page is reloaded.

0 of 12 points considered

Keep passwords, access keys, customer records and confidential files out of the public enquiry form. Arrange a secure method before sharing sensitive sample data.

Turn your notes into a short brief.

Describe the current trigger, the systems and the desired output in a few sentences. Name the most expensive delay or frequent exception. Identify what a person should still approve and the result that would make a pilot worthwhile.

A useful opening brief might read: “An enquiry arrives by email. We manually classify it and copy the details into our CRM. We want a reviewed draft and a reliable record update, with unclear requests held for a person.” This is an illustrative example, not a client case.

Do not hide the unknowns.

If API access, data quality, costs or ownership are unclear, record the uncertainty. An assessment should resolve dependencies before they become delivery assumptions. An existing product feature or a better manual process may be a sensible outcome.

Start with one useful change

What would you like your business to do better?

Tell us about the process, the systems and the result you need. We can discuss a sensible first scope.

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