- Days 1–2: choose one workflow, appoint its owner and write the charter.
- Days 3–4: start the baseline workbook and document the difficult cases.
- Days 5–6: obtain written answers from your job-software and telephone providers.
- Days 7–8: map data flows and complete the initial privacy and safety review.
- 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.
PUT THE RESEARCH TO WORK