01
Name the handoff
- Name the recurring task and approved input version.
- Identify the reviewer, destination and next owner.
- Describe a completed item that can be inspected at the destination.
02
Bound the permitted operations
- List the data permitted for the pilot and reads or writes allowed in each named system.
- Record the approved environment, pilot users and access owner.
- Confirm actual API or export capabilities. Mark an unverified connection as unverified.
03
Define review and evidence
- Keep the input ID and version with the draft.
- Record the reviewer decision for the exact output version.
- Require separate authorization for a destination update.
- Retain the actual destination URL or record ID and list open questions.
04
Include four acceptance cases
- Normal input: the approved result reaches the intended destination.
- Missing input: the item is held with a clear owner and reason.
- Lost write acknowledgement: reconcile the actual destination before retrying.
- Handover: the owner runs a normal case and one exception.
05
Measure the whole cycle
- Compare handling time, review effort, corrections, missing handoffs and recovery work against representative baseline examples.
- Record model, software and infrastructure costs separately from consulting fees.
- Keep observations, estimates and unknowns separate. A small pilot does not establish company-wide savings.
06
Make the next decision explicit
- Choose build, adjust or stop, with a reason and next owner.
- Record the remaining uncertainty.
- A production release or broader rollout needs its own scope, permissions and acceptance decision.
General operational guidance. The cases are illustrative, not client outcomes or proof that a particular integration is available. Where supported, test the destination’s idempotency mechanism; otherwise agree a lookup and a decision for unresolved attempts before automatic retries.