The objective: automate where payback is fastest and risk is lowest, while keeping finance and ops in control.
1) Workflows to start with
- Reconciliation drafts: ingest statements, flag mismatches, draft journal entries; human approves.
- Ticket summarization & routing: collapse long threads, classify, and route with confidence thresholds.
- Vendor comms drafts: generate clarifications or status updates with templated guardrails.
2) Human QA and controls
- Validation tiers: approve for finance, sample for ops; co-create for escalations.
- Audit: log prompts/model/version; watermark outputs; store in audit log.
- Data: restrict retrieval sources; mask PII; enforce in-region hosting.
3) Payback math (CFO-ready)
- Inputs: hours removed, volume per month, current cycle times, error/appeal rates.
- Outputs: payback days, margin impact, cost-to-serve delta.
- Cadence: weekly uplift vs baseline; monthly payback tracker.
4) Delivery cadence (90 days)
- Weeks 0-2: select 3 workflows; define guardrails; set KPIs/payback target.
- Weeks 2-6: ship patterns (extraction, summarization, classification); deploy with dual review.
- Weeks 6-10: harden—red-team, failover model, runbook, support handover.
- Weeks 10-12: scale to additional workflows; finalize ROI reporting.
5) What “good” looks like
- Cycle-time reduction: 25–40% on targeted workflows.
- Human-touch: <30% on low-risk, ~70% on finance items (by design).
- Appeal rate: stable or reduced vs baseline.
- Payback: 60–120 days depending on volume and cost base.
Next step: pick the first three workflows, set guardrails, and start the payback clock.