Choose a process that takes a lot of time, build a controlled workflow, test it and hand it over to the operators.
You need a sponsor, a process owner, pilot users, data sources you are allowed to use and time from the team to collaborate.
If the foundation isn't ready, Visun AI will propose narrowing the pilot or preparing the data first, rather than going broad and abandoning it halfway.
A workflow or prototype tested within the pilot scope.
User guide, error handling and access permissions.
Test scenarios, acceptance results and a handover session for the main operator.
Choose one process, one user group, one output.
Build the workflow with action limits and approval steps.
Run it on real scenarios, log errors and adjust.
Hand over documentation, access rights and operator training.
The system has action limits, input validation, human approval at critical steps, audit logs and an incident response plan. AI supports decisions; it does not replace the accountable person.
Daily recurring consolidation, reporting and alerts.
Preparing documents, content and customer information.
Reading documents, standardising data and preliminary reconciliation.
Agree inputs, outputs and acceptance criteria from the start.
Only data that has been authorised and is sufficient for the pilot scope is used.
Handover includes documentation and troubleshooting guidance.
Describe who does the work, the input data and the output you want. Visun AI will work with your business to narrow the scope.