Deliverable 01
Workflow inventory
Current decisions, volumes, systems, roles, exceptions, and bottlenecks.
Two-week entry engagement
Retail Automation Assessment
Identify the first workflow worth automating, understand the implementation surface, and leave with a decision-ready pilot roadmap.
Deliverable 02
Prioritized opportunities
Ranked by feasibility, business value, data readiness, and governance complexity.
Deliverable 03
Integration assessment
Systems, interfaces, data contracts, access requirements, and constraints.
Deliverable 04
ROI estimate
Baseline metrics, addressable value, pilot KPIs, and measurement method.
Deliverable 05
Pilot recommendation
Scope, authority boundaries, human approvals, population, and timeline.
Deliverable 06
Implementation roadmap
Technical work, customer responsibilities, operating governance, and scale gates.
Who should participate
A small cross-functional working team.
| Executive sponsor | Defines the operating priority and decision criteria. |
|---|---|
| Workflow owner | Explains current practice, exceptions, and performance. |
| Technology owner | Validates systems, interfaces, security, and deployment constraints. |
| Risk / governance | Defines approval, audit, privacy, and control expectations. |
| Autonomakers | Leads discovery, architecture, prioritization, ROI modeling, and pilot design. |