The roadmap
This is the sequence I use with ecommerce teams starting from zero. Compress it if you already have clean data and internal buy-in; stretch it if you don't.
1Phase 1
Map the operation and pick the target
Weeks 1-2List every repetitive workflow across support, inventory, reporting, and fulfillment. Score each on time cost, repetition, and data readiness, then pick one pilot.
- List repetitive workflows across the operation
- Score each on time cost and data readiness
- Pick one pilot workflow with a clear, measurable output
- Confirm API or export access to the data it needs
2Phase 2
Build and run a supervised pilot
Weeks 3-6Build the scoped workflow with a human reviewing every output before it goes live. This is where trust gets built or lost, so resist the urge to skip the review step to move faster.
- Build the workflow against real, not sample, data
- Run it in draft or shadow mode alongside the manual process
- Track accuracy, time saved, and edge cases it can't handle
- Document escalation rules for anything outside its scope
3Phase 3
Cut over and measure
Weeks 6-10Once the pilot has proven itself on real cases, remove the manual process for the categories it handles reliably and measure the actual time or margin saved against your original estimate.
- Cut over fully for the proven categories only
- Keep human review for anything still edge-case prone
- Measure against the success metric set in Phase 1
- Share the result internally to build support for the next workflow
4Phase 4
Expand to the next workflow
Months 3-12Take the same process (map, pilot, measure) to the next highest-leverage workflow. Most operations that succeed with AI are running three to six connected workflows within a year, not twenty at once.
- Apply the same scoring method to the next candidate workflow
- Reuse data connections and infrastructure from the first build
- Retire manual fallbacks only once a workflow is fully proven
- Revisit and re-tune earlier workflows as the business changes