02 / AUTOMATION SPRINT
You do not always need to change the whole journey. When there is a specific point where enquiries stall — the response, proposal preparation or follow-up — the Sprint resolves that point with a defined starting point, rule and outcome.
WHEN IT MAKES SENSE
The Sprint avoids oversized projects when a single connection can already remove repetition, delays or lost context.
OPERATIONAL RESULT
The priority process gets a trigger, rules, exceptions, an owner and a visible status. Automation handles repetitive tasks and routes anything requiring a human decision.
WHAT CAN BE INCLUDED
Each Sprint has a fixed scope around one operational objective. Additional features are assessed and agreed separately.
Input, people, tools, data, exceptions, current failures and the expected outcome.
Triggers, validations, notifications, connections between platforms and handover to a person.
Normal situations, incomplete data, duplicates, failures and exceptions before activation.
Usage guidance, workflow map, access, limits and possible next steps.
HOW IT PROGRESSES
We choose the process and define inputs, the outcome, exceptions, owners and acceptance criteria.
We build the workflow and test its behaviour with representative situations.
We document and deliver the workflow, with access and the limits of the automation defined.
We review the process against the agreed criteria and identify improvements for a later stage.
DELIVERY SCOPE
The timeline depends on the process and external dependencies. Before work begins, the proposal identifies the objective, what is included, what is excluded and the costs of the required platforms.
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