Map the work
Identify the people, systems, handoffs and decisions in the workflow.
Implementation
Start with a clear scope.
Expand with evidence.
Choose a workflow your team can describe and measure. Build from its real constraints.
Set the baseline
Agree on the current process, measures and acceptance criteria.
Connect and configure
Confirm access, data ownership, module scope and approval rules.
Test with your team
Check the data, exceptions and human handoffs in the agreed workflow.
Review before expanding
Compare the evidence with the baseline and decide what should come next.
Start with the work