| Opportunity assessment | Process map, feasibility, value hypothesis, risks, alternatives, and priority | Report and workshop record | Discovery | Process owners, volume, pain points, sample cases |
| Solution architecture | Components, data flow, AI services, integrations, controls, and ownership | Architecture document and diagrams | Design | System standards, security policies, interfaces |
| Automation workflow | Triggers, rules, AI steps, approvals, actions, exceptions, and audit logging | Configured workflow and source files | Implementation | Acceptance rules and test users |
| AI configuration | Prompts, retrieval logic, model settings, schemas, guardrails, and evaluation cases | Versioned configuration and documentation | Build and validation | Approved sources and expected outputs |
| Integration components | APIs, connectors, webhooks, mappings, authentication, retries, and error handling | Code, configuration, and interface notes | Implementation | Sandbox access, credentials, API owners |
| Test and quality evidence | Functional, integration, security, failure, performance, and AI evaluation results | Test plan, results, and issue log | Quality assurance | Representative test cases and reviewers |
| Operating documentation | Runbook, permissions, support routes, escalation, change control, retention, and recovery | Documentation and training | Launch and handover | Named owners and support requirements |
| Performance reporting | Volume, timing, accuracy, exceptions, adoption, cost, incidents, and KPI trends | Dashboard and service report | Operations | Baseline and KPI definitions |