AI & automation · Planning worksheet

Automation change requests: describe the business rule

Illustrative situation

A manager asks for a small automation change that unintentionally alters several connected workflows.

The decision

Record the desired outcome, affected rules and acceptance examples before implementation. Clarify whether the change affects task creation, data access or external communication.

Rehearse this before accepting the change

Apply the proposed rule to a fictional edge case.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count change requests returned because scope or acceptance was unclear.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare workflow automation linking incoming messages, document processing and task review.
Keep the normal route and the exception route visible.
Healthcare AI review with a draft document, source folder, inspection lens and approval checks.
Verify suggested output against appropriate sources.
Healthcare automation pilot illustrated by a timer, task checks and an exception card.
Measure a bounded pilot before extending it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.

Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

Turn the brief into a working service

Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.

Explore ai & automation services or discuss your project.

Try the free Healthcare Digital Planner to find your starting priority.