This checklist matches how GraminIO talks with teams in India and abroad: clarity first, integration second, AI third. Save or share it with finance, ops, and IT so everyone uses the same language in the next meeting.
1 — Pick one workflow
- Name the bottleneck in plain language (e.g., “quote approvals take 4+ days”).
- Agree the single metric you will improve first (cycle time, rework %, DSO, etc.).
- Confirm the owner who can change process rules—not only IT.
2 — Data & systems readiness
- List systems of record for customers, projects, and finance; note duplicate entry points.
- Fix obvious field gaps (stage names, SKUs, tax codes) before adding AI on top.
- Decide export and backup expectations so you are not locked in.
3 — Automation before “magic”
- Encode deterministic steps: notifications, approvals, hand-offs, templates.
- Integrate CRM ↔ delivery ↔ billing so facts are entered once.
- Only then add AI for fuzzy work: classification, summarization, anomaly surfacing.
4 — Governance & trust
- Define who reviews model output before money or customers are affected.
- Log corrections so accuracy improves; schedule weekly accuracy reviews during pilots.
- Document data residency, retention, and subprocessors for procurement.
5 — Vendor / build decision
- Ask: what manual step disappears in 30 days, and how is success measured?
- Compare platform path (e.g., The 360° OS by GraminIO + Finworkbook) vs one-off scripts.
- Book a walkthrough only after the checklist above is draft-complete.
For deeper reading, see AI for Business in Plain English and Business Automation: Pain to Solution.