This need often appears when a new team inherits an application with uncertain access. Before selecting a platform or starting a build, the team can define a concrete outcome, the data involved and the person who retains the final decision.
Start with the real workflow
Map the trigger, information received, tools consulted and expected output. Keep exceptional cases visible: they often determine review effort and the limits of the first scope.
Choose a first step
Limit the pilot to one case type, team or decision. Plan a manual recovery path, an action log and verified permissions before any automatic update.
Measure the quality of the result
Compare the result with representative cases, including incomplete cases and expected failures. Assess total time, corrections, refusals and the effort needed to operate the solution.
Prepare the next decision
For a useful estimate, provide anonymised examples, monthly volume, existing systems and acceptance criteria. Separate discovery, pilot and wider rollout.
Related reading : Other decision guides. Discuss your project with Sky Vaults.