Step-by-step methods you can run yourself.

Planning

A six-step method for finding what to automate in one department: build the process inventory, measure where the hours go, map the biggest processes, score them and price the fixes. Takes two to three weeks part time.

Finance and ROI

Baseline the true cost of the work, separate hard from soft savings, count every cost including upkeep and usage fees, adjust for risk and time, and present it on one page. The method behind published total economic impact studies, scaled to one project.

AI agents

Define what the agent may and may not do, give it the least access that works, defend against prompt injection, put a person in the loop where mistakes are costly, test against real cases, and roll out in stages with logging and a way to stop it.

Finance operations

Baseline cost per invoice and cycle time, bring every invoice into one intake, extract and validate with AI, match to purchase orders and receipts, route approvals by rule, then post, pay and measure. With the controls auditors expect.