Automation Portfolio and Pilot Governance
Automation ideas exist, but selection, controls, ownership, pilot discipline, value measurement, and adoption are weak.
Who sponsors this
CIO · CTO · COO · Automation Leader · Finance Operations Leader
Required outcome
Automation ideas exist, but selection, controls, ownership, pilot discipline, value measurement, and adoption are weak.
Deliverables
- Prioritized portfolio
- candidate business cases
- build criteria
- human controls
- pilot charter
- baseline
- test plan
- results
- scale decision
- operating playbook
Explicitly excluded
- Production engineering, code ownership, ML development, platform administration, or technical architecture without a qualified partner
What the work needs from you
Access to the people named above, the relevant operating data, and a decision owner who can respond within the delivery window. Acceptance is evidence-based: each deliverable has a defined format and review round.
Relevant evidence
- 84,000+ staff hours returned through governed automation across Order-to-Cash workflows.
- Applied AI/ML order-management work performed 80% above target in North America.