• A shared diagnostic covering both workflows, their owners, inputs, handoffs and dependencies.
• An assessment of where AI, rules-based automation and manual work fit.
• An agreed future workflow design with human review points and acceptance criteria.
• Implementation of two connected workflows within the agreed tools, access and scope.
• Validation of the information passed between the workflows, including required fields and agreed conditions.
• Handling of agreed exceptions, including situations that require human review.
• Combined acceptance testing covering each workflow, their handoff and the shared operating outcome.
• Documentation and handover explaining operation, ownership, review points and the agreed exception process.