CONSULTING AUTOMATION PILOT WORKSHEET
AppliedAgents | 22 September 2026
https://www.appliedagents.com.au/resources/ai-implementation-consulting-firms/

Use this planning aid for one proposal or client-onboarding workflow.
The examples are proposed designs, not measured client results or a compliance checklist.
Keep completed copies in your approved business workspace. Do not put client secrets,
credentials or unnecessary personal information into a supplier demonstration.

1. THE TASK
Workflow name:
Business problem:
Current owner:
Backup owner:
How often it happens:
Start event and required conditions:
What a completed handover means:
What is outside the pilot:

2. CURRENT PROCESS
Step | Tool | Person | Hands-on minutes | Waiting time | Known failure

3. SOURCE RECORDS
Field | Authoritative system/document version | Who approves changes
Engagement ID:
Scope and exclusions:
Fee or approved pricing source:
Client contact:
Delivery owner:
Dates and dependencies:
Required intake information:
Sharing permissions:

4. CHOOSE THE SIMPLEST APPROACH
Existing feature or configuration to check first:
Why it is insufficient, if applicable:
Predictable steps handled by rules:
AI interpretation/drafting proposed:
Evidence shown beside an AI draft:
Decisions retained by people:
What invalidates an earlier approval:

5. DATA AND OPERATIONS
Systems receiving information:
Required permissions and account owner:
Retention and deletion arrangements to review:
Who can pause the workflow:
Who receives failure alerts:
Manual fallback:
What happens if the usual owner is absent:
Setup costs:
Recurring licences/usage/support:
Handover, ownership and exit terms:

6. ACCEPTANCE TESTS
For each test, record expected output, observed output, pass/fail and follow-up owner.
Use synthetic or suitably de-identified records.

Normal complete record:
Missing fee, contact or date:
Contradictory scope or dates:
Duplicate event:
Document edited after approval:
Client asks to pause:
Partially completed intake:
Restricted client material:
Connected system unavailable:
Retry after partial completion:
Reply arrives after a reminder is prepared:

7. BEFORE AND PILOT MEASUREMENT
Measure comparable work and include human review and corrections.
Period | Number and type of engagements | Preparation minutes | Review minutes |
Correction/exception minutes | Maintenance minutes | Time to approved handover

Net monthly capacity released =
Comparable monthly volume x (old total handling minutes - new total handling minutes)
/ 60 - additional monthly maintenance hours.

Do not count review/maintenance twice. Released capacity is not automatically
cash savings or new revenue. Record how the released time is actually used.

8. DECISION
Agreed success criteria, set before testing:
Observed result and sample limitations:
Proceed, revise or stop:
Unresolved requirements:
Responsible approver:
Next review date: