Methodology
From operating problem to narrow pilot
We start with a task that can be observed, a person responsible for it and a baseline that can be checked. A recommendation remains a hypothesis until tested against the real workflow.
- Describe
Explain one operational problem in your own words.
- Clarify
Resolve one missing fact at a time.
- Confirm
Separate supplied facts from interpretations.
- Score
Fixed rules calculate a screening score.
- Plan
Define dependencies, risks and a narrow pilot.
- Choose
Keep the report locally or choose a consented next step.
A guided local assessment—not live AI chat. It cannot access your systems. No remote AI provider is active.
1. Describe the current process
Name the trigger, the person who receives the work, the tools used and the condition that marks it complete. Review a small set of recent cases without transferring private records. Note exceptions, duplicate entry, delays and unclear ownership before proposing a tool.
- Separate directly supplied facts from interpretations and missing information.
- Use measured volumes when available; label estimates as estimates.
- Identify the costly or unreliable handoff, not just the most fashionable technology.
2. Assess priority with fixed rules
The Advisor uses fixed rules based on how often a task happens, what gets missed or repeated, estimated staff effort and its effect on the business. A higher score suggests a workflow deserves investigation; it does not establish feasibility, ROI, urgency, budget or permission to deploy. Unknown inputs must not become invented facts.
- Handling time is workload, not a claim of time saved.
- Scoring rules stay outside any language provider.
- Dependencies, exceptions and evidence quality can outweigh a high score.
3. Define a test that can fail safely
Choose one repeatable task with a bounded input and output. Agree a manual comparison, an acceptance threshold, an error budget and a person who can stop the test. Validate integration access and privacy requirements before implementation.
- Start with synthetic examples and a human review step.
- Measure rejected inputs, missed cases and recovery—not just successes.
- Keep the original process available until the alternative is verified.
4. Decide what the evidence supports
Compare the pilot with its starting baseline and document the evaluation period, sample size, exceptions and effort required. Continue, revise or stop based on the results. Broader rollout, customer references and commercial claims need their own evidence and approval.