Organization pathway
Use the scorecard to choose the first workflow conversation.
There is enough readiness to move, but the first practical step should stay close to real operational friction before a pilot or tool decision is made.
Try this today
Ask a process owner to name one workflow that is important, repetitive, and frustrating. Capture the steps before discussing AI tools.
First moves
What to do next
Choose one high-value workflow with a clear owner and enough repetition to make improvement meaningful.
Map the current steps, handoffs, systems, delays, rework, and pain points.
Identify where AI could help and where governance, security, data quality, or change capacity may block it.
Evidence
You are ready to move on when
A workflow owner is involved.
The bottleneck is specific.
Pilot ideas are grounded in the actual work.
Examples
What this can look like
Customer intake requires repeated copying between systems.
Monthly reporting depends on manual cleanup and narrative drafting.
Internal requests stall because ownership, status, or next steps are unclear.
Recommended action
Book a workflow mapping conversation
Use the workflow path to decide which operational problem is worth inspecting before a pilot or tool purchase.
Alternate route
Use the team conversation guide
Use the guide to understand current AI use, adoption risks, and the next workflow conversation.