AI Transformation Checklist

Phase 1: Discovery (Weeks 1–2)

Map processes ripe for automation Audit data sources and access Define success metrics and guardrails

Output: discovery brief, data audit, KPI baseline

Prioritize 2–3 high-impact use-cases Build rapid prototypes and validate Set up logging and monitoring

Output: working pilot, validation notes, monitoring

Harden solution, add auth and roles Train staff and document SOPs Measure ROI against baseline

Output: production deployment, SOPs, ROI report

Iterate on UX and performance Expand to adjacent processes Plan continuous improvement cadence

Output: optimization backlog and roadmap