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Solutions/Functions/Operations and process improvement/Process improvement and SOPs/AI adoption

AI workflows for AI adoption.

Deciding which work is ready for AI, piloting it with a clear acceptance test and getting it into everyday use.

Who does this work

  • Operations lead
  • AI program manager
  • Process improvement manager

2 workflow templates ready to adapt, and 3 workflows identified.

Updated 12 November 2026

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Examples of the workflows identified
  1. Decide whether a piece of work is ready for AI
  2. Prepare an AI pilot acceptance test
  3. Match an AI tool to a proposed useIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Decide whether a piece of work is ready for AIRuns one piece of work through readiness checks and returns a verdict on whether and which part to build as a supervised workflow, with inputs, human decisions and exceptions.Workflow templatePrepare an AI pilot acceptance testWrites the test for an AI pilot before any output is seen: the cases that matter, what good looks like, a rubric and the pass rule.Workflow template
Match an AI tool to a proposed useGives an options brief for a proposed AI use covering data access, channels, operating needs and open prerequisites.Illustrative · not built yet

Workflow templates

Pilot acceptance-test preparationGo into every AI pilot with the test already written: the cases that matter, what good looks like for each and the rule your owner will use to decide.Workflow templateWorkflow fit check: is this piece of work ready for AI?Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.Workflow template

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Tell us the AI adoption work you need and the team that does it, and we build the workflow with you from your own procedures.

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Reading for operations and process improvement

  • ArticleStart with your teams: the first five workflows each one should practiseStart your AI plan with teams, not every role: about five suggested workflows per team, repeatable or ad hoc, roles next, and a first month.Read
  • ArticleFrom a documented process to a workflow your team runs every weekFor companies that run on an operating system with documented core processes: add inputs, decisions, checks and a job aid to one documented process, then review it in the meetings you already hold.Read
  • GuideProgrammatic AI workflows: your procedures, built to runA business guide to programmatic AI workflows: five patterns, examples across nine departments, security, testing and where to start with your existing AI.Read

Where to go next

All of process improvement and SOPsThe broader area this belongs to, with its workflows.All of operations and process improvementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within process improvement and SOPs

  • Manufacturing operations
  • Writing procedures and checklists

Other areas of operations and process improvement

  • Deadline and case tracking
  • Field service
  • Intake and handoffs
  • Maintenance and facilities
  • Operational reporting
  • Preventive maintenance
  • Risk, incidents and continuity
  • Scheduling and dispatch

Operations and process improvement workflow templates by industry

  • Law firms
  • Logistics and trade
  • Manufacturing
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