A pilot needs a starting point. Choose a narrow set of tasks, record how they work today, and agree how the team will repeat those checks after trying the new workflow.
Choose a comparable set of tasks.
Start with document lookup, payment allocation review, or follow-up preparation. Use a consistent definition of where each task starts and ends. Avoid comparing an unusually simple invoice with a complex disputed account.
Record effort and accuracy.
Time alone does not tell the whole story. Record missing records, clarification requests, and corrections alongside the task duration.
- Record the task and its start and end points.
- Note time spent and interruptions.
- Count missing details and corrections.
- Keep the sample size and review period visible.
Leave room for an honest result.
A check may improve, stay the same, or get worse while a team learns a new workflow. Record the result as observed. Treat a target as a target until you have evidence, and avoid attributing every change in payment timing to the software.
Start with one useful workflow.
See where your team fits