Map your business processes before you build an AI solution

You can't scope an AI project if you can't describe how your team actually does the work today. This worksheet guides you through mapping a specific business process as it actually works, not as it's supposed to work. 

You'll document the trigger that starts the process, the steps that follow, the systems and data sources involved, the judgment points where a human makes a call that doesn't follow a simple rule, and the edge cases that complicate things. When you're done, you’ll have something to turn into a realistic scope, timeline, and cost estimate.

This worksheet is designed to be filled out with the people who actually do the work. Their version of the process is the one that matters. Bring in a manager, a frontline team member, or both. The conversation is usually as valuable as the document.

What you'll walk away with

• A documented map of how a specific business process works today, including data sources, judgment points, and edge cases.
• The foundation for a productive scoping conversation with any technical team or build partner.
• A clear picture of where your data lives, how accessible it is, and what gaps might need to be addressed before building starts.