Establish ownership
Name a process owner and a technical service owner. Agree operating hours, expected demand and escalation routes. Make the runbook part of acceptance.
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Delivery playbook
Scaling automation beyond the pilot.
Move from an isolated success to a service your operations can rely on.
From identified opportunity to stable operation
A delivery sequence, not a fixed calendar. The duration depends on integrations, data quality and your acceptance process. Each stage produces evidence for the next decision.
- 01
Understand the process
Owner, inputs, exceptions and baseline measurements.
Output: agreed scope - 02
Design the solution
System connections, permissions, human decisions and recovery.
Gate: feasible and owned - 03
Build a pilot
Use representative inputs, including incomplete and incorrect cases.
Output: evidence against baseline - 04
Test with users
Test the normal flow, permissions, duplicates and unavailable systems.
Gate: acceptance and fallback - 05
Release gradually
Limit initial volume, train users and establish support ownership.
Output: monitored production - 06
Measure and improve
Review outcomes, exception rates and costs; expand only with evidence.
Decision: expand / adjust / stop
Apply the framework to concrete decisions.
Plan failure modes
Test unavailable systems, duplicate messages and partial completion. Use idempotent actions and explicit recovery steps where possible. Practise a manual fallback.
Release in stages
Expand volume gradually. Monitor throughput, queue age, exception rate and business outcomes together. Revisit the business case after the first operating period.
Readiness check
Do business and technical owners accept the result?
Have we tested recovery and the manual fallback?
Do we know who responds to an incident?