1. Map the current workflow
Measure incoming volume, manual handling, review time, waiting time, exceptions, and rework before introducing automation. Customer-supplied assumptions must be separated from observed results.
2. Measure control as well as speed
Track evidence coverage, abstention, approval time, exception routing, failed actions, and professional review. Faster processing is not useful if control or output quality deteriorates.
3. Report observed results
[Measured time change] = accepted baseline time - accepted pilot time
[Measured operating cost] = staff review cost + model cost + infrastructure cost + support cost
[Estimated value] = measured benefit - measured operating cost
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