Manual work
Discovery
Map key processes, pain points, and stakeholders
to define automation targets, success metrics,
and priority use cases.
Assessment
Review current tools, connectors, data sources,
and compliance requirements to confirm feasibility
and identify dependencies.
Design
Define workflow logic, triggers, approvals, exception handling, and security model to ensure reliable and governed automation.
Build and test
Develop flows, configure connectors, and validate end‑to‑end behavior with test scenarios, error paths,
and performance checks.
Rollout and optimize
Deploy to production with monitoring and documentation, then refine based on usage,
feedback, and operational analytics.