Map the task.
Identify inputs, people, handoffs and decisions. Choose the smallest useful improvement.
Choose the right approach.
A clearer process, existing software, ordinary automation or AI may fit. Important decisions stay with people.
Practice and test.
Try a manageable change and compare time, quality, errors and review effort.
Leave a clear handoff.
Document responsibilities, permissions, recovery and the guidance included in your agreed scope.
Last updated: 2026-09