Do-it-yourself game plans

What should you do in the next ten working days?

  1. Days 1–2: choose one workflow, appoint its owner and write the charter.
  2. Days 3–4: start the baseline workbook and document the difficult cases.
  3. Days 5–6: obtain written answers from your job-software and telephone providers.
  4. Days 7–8: map data flows and complete the initial privacy and safety review.
  5. Days 9–10: select native configuration, authorised integration, human cover or no change; approve the test plan before live deployment.

The DIY objective is not to eliminate people from the process. It is to remove a defined amount of avoidable work while preserving accurate records, honest customer commitments and a reliable way back to manual operation.

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What would change your buying decision?

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