Choose a concrete problem
Identify a repeated task, an avoidable handoff or a gap in your existing tools. Describe the current process before deciding which technology should change it.
Define a useful result
Choose measures tied to the task: time spent, rework, completeness, response quality or staff effort. Record a baseline and keep assumptions visible.
Plan the people and the handoffs
Name the owner, users and reviewers. Map where information comes from and where the output goes next. Include training, exceptions and support in the plan.
Make a decision after the pilot
Review representative work with the team. Use what you learn to decide whether to refine the approach, expand it or stop. A small experiment should make the next decision clearer.
OPEN THE RESOURCE
Take the next step.
KEEP GOING