Pilot · weeks 1 to 4
- Week 1Process mapSteps, systems, exceptions and real volume.KPI: Process documented
- Week 2Sample and rules100 real documents and the accountant’s classification rules.KPI: Sample labeled
- Week 3Run in parallelAutomation runs alongside the manual process; results are compared.KPI: Match rate measured
- Week 4Production with reviewDoubtful cases to a person, credentials in a vault, logs.KPI: Manual hours measured
Before you start