Watch the current steps
Note who reads the slip, who types the items and who checks them. Include the calls needed to clarify handwriting or find missing information.
Start by watching how the task is done today and agreeing what needs to improve. A process change, ordinary software and AI are all options. Try a small piece with the people doing the work before extending it.
Start with work that staff repeat, such as taking an order from a paper slip. Find where time goes before choosing software or AI.
Note who reads the slip, who types the items and who checks them. Include the calls needed to clarify handwriting or find missing information.
A clearer order form may remove the problem. If reading varied slips is still slow, trial a model that prepares the items for someone to check.
Time the job through to a checked order, including corrections. Keep the change only if staff can finish with less effort and an acceptable error rate.
Phase 1 of 5
Watch the people doing the task, including the steps kept in notebooks or message threads. Record where information starts, who handles it and what a finished job looks like.
List the people and tools involved in the chosen task. Mark repeated entry, waiting and checks, including work done outside the official process.
On the floor and in the field as well as in meeting rooms, including the spreadsheets and message threads people keep beside the ERP. Those hold the steps the ERP leaves out, and a workaround of that kind usually turns out to be a requirement.
Write down the current steps, the time or errors worth reducing and the result the team needs. Use that record to agree a starting scope and a way to judge it.
Phase 2 of 5
Decide whether the task needs a process change, a connection, a screen or a model. Agree the choice with the people doing the work, including its cost and the steps they will still carry out themselves.
Identify the records the task needs and where they are kept. Resolve conflicting names or numbers where they affect the result.
Choose where the result belongs so staff can use it during the task, with access appropriate to their role.
Keep useful tools and record the reason for anything new. A replacement needs its own case, including the effort of moving records and learning different steps.
Choose tasks where a model could reduce reading, typing or searching. Compare it with a rule or a process change, counting the time staff spend checking results. Agree what needs confirmation and how the task continues if the model is unavailable.
Phase 3 of 5
Release a small change that a team can use in its daily work. Try it with real inputs, check the result and resolve problems before adding more scope.
Set access, validation and confirmation steps before the first trial. Apply fixed checks in ordinary software so they do not depend on a model interpreting instructions.
Each release is something one team can start using, so nothing waits for a single launch date at the end.
The team that will use a screen works with it while it is being made, and their changes go in before it is released.
Screens that staff use for a full shift get the same design care as the ones customers see.
Start with the tools and records the team already uses. Test any connection before relying on it, and run a proposed replacement alongside the original while its results are checked.
Record how the change works, what it depends on and how to recover from a problem. Keep its limits visible to the people using and maintaining it.
Phase 4 of 5
Join the relevant steps so information reaches the place it is needed. A connection should remove repeated entry or a handoff; it does not require every tool to be replaced.
Leave accounting, payroll and specialist software in place when they serve the business. Connect only the records needed for the agreed task.
Check the service’s access, cost and failure behaviour before making the task depend on it. Include the time needed to handle a delayed or missing response.
For an order import, check that the destination accepts the file, keeps the right items and handles a duplicate safely. Compare the result with the source before staff rely on the connection.
Compare the repeated entry and checking before and after the connection. Count any new monitoring or correction work as part of the result.
Agree how staff will spot a failed transfer and complete the task while it is being fixed.
Phase 5 of 5
As the business changes, review the task with the team. Extend the software where there is a clear need, and simplify or remove steps that no longer earn their place.
Check whether new users or tasks need a change to the existing screen before adding another place for people to work.
Recheck accuracy, running cost and the time spent correcting suggestions. More data alone is no reason to add another AI feature.
Update the working instructions when the process changes, including permissions, manual checks and the fallback steps.
The people who maintain it are the people who designed it. Nothing is switched off until you have seen its replacement run.
Systems that still serve the business stay, and are connected instead of discarded.
The structure follows how your business works. Your business is not asked to reshape itself around a product roadmap.
AI needs to reduce effort or help someone make a better decision. Its running cost, mistakes and review time all count when assessing whether it belongs.
To start with a task that takes too much time, write to hello@64arcs.com or use the form. A person reads it and replies within two working days. The first call is sixty minutes on how your operation runs, no deck.