Define the job before choosing the technology
We map who initiates the process, what information is required, where decisions happen and what a successful outcome looks like. We also identify steps that need simpler rules-based automation rather than a language model.
Establish a baseline
Before a build, agree how the process is measured today: turnaround time, review effort, completion rate and the cost of errors. This gives the team a practical way to assess whether the system makes work better.
Test representative and difficult cases
Good examples are not enough. Evaluation should include missing information, ambiguous requests, outdated knowledge and failed integrations. Acceptance criteria cover correct action, appropriate refusal and a clear handoff to a person.
Roll out with an owner
A rollout plan identifies who approves changes, handles exceptions and monitors quality. Start with a bounded group or workflow, then expand when operational evidence supports it.
Improve the system deliberately
Review failures and user feedback together. Changes to models, prompts, sources or tools are evaluated against the same benchmark before they reach production.