01Understand the work.
Start with a task your team already does. Agree where AI would help, which records it needs and what a good outcome looks like.
- One use case and its system owner
- The people, records and actions involved
- A clear boundary for the session
02Walk the controls.
Follow the request from a named person to a tool, a role check and, for a write, a human decision. Test what should stop.
- Read-first access and scoped tools
- Approval, decline and no-answer outcomes
- A decision linked to its audit trail
03Agree the next step.
Turn what you learn into a practical scope. Separate what can be read first from any action that needs more review.
- A proposed tool and role map
- Open questions for risk and IT
- A defined starting point for a pilot