5. Automate & Operate

Turn selected improvements into running work and feed operational evidence back into discovery and review.

Step 5.1

Plan automation along the process

Mark each activity as manual, AI-assisted, rule-based automation or human approval.

Per-activity automation method.

  • Capture requirements — AI-assistedSuggested
  • Calculate price — Rule-based automationSuggested
  • Approve discount — Human approvalConfirmed

Step 5.2

Select implementation priorities

Define useful workflow segments, prerequisites and an automation roadmap.

Segment-based roadmap.

  • Pilot segment — Estimate → price → review packSuggested

Step 5.3

Configure workflows and agents

Connect triggers, information, actions, rules and systems.

Open configuration

Triggers, actions and pinned rules; messages turned into structured inputs.

  • Trigger — New quotation request (manual demo trigger)Simulated

Step 5.4

Test and validate

Check normal cases, boundaries, exceptions and human handoffs.

Open testing

Deterministic test cases with expected outcomes.

  • Test cases — 13 SiteConnect cases incl. 10% boundaryConfirmed

Step 5.5

Release approved workflows

Establish operating ownership, permissions and release controls.

Release gate with owner sign-off.

  • Release — Not released — prototype onlyOpen

Step 5.6

Monitor and handle exceptions

Track execution, failures, approvals and business outcomes.

Execution and exception monitoring.

  • Exceptions — Illustrative: 2 missing-survey cases this weekSimulated

Step 5.7

Improve continuously

Feed operational findings back into process review and maintained knowledge.

Operational findings loop back to Review & Improve.

  • Feedback — Frequent survey gaps → new findingSuggested