Map the handoffs
Trace where information arrives, who checks it, which system records it and what happens next. Repeated copying and unclear ownership are useful starting points.
Prepare shared information
Define usable document sources, field standards and update responsibilities. Preserve references when a result depends on business material.
Connect systems with review
Reuse existing tools and authorized interfaces. Define who approves external commitments, payments or record changes, and who handles incomplete tasks.
Improve from real use
Train users, log operational outcomes and compare quality and cost. Expand to neighboring tasks only when the pilot is maintainable.
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