01Map the auction lifecycle and decision boundariesDocument how consignments become lots, how bidders are approved and how sold objects reach release and settlement. Identify responsible staff, sale deadlines, required records and decisions that must remain under human control.
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02Define records, access and approved information sourcesAgree the identifiers for consignors, objects, lots, bidders and invoices. Assess available exports, permitted system access and data quality before selecting connections; define access restrictions for identity documents, banking details and confidential reserves.
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03Configure checks, drafts and exception queuesSet required fields, routing rules, response templates and escalation deadlines for each workflow. Test missing documents, revised reserves, ambiguous payments and disputed charges using representative records before enabling live processing.
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04Launch with staff approvals and review performanceStart with a controlled scope and retain a reviewable history of source records, suggested actions and approvals. Monitor measures such as incomplete files, unanswered enquiries, unmatched receipts and blocked releases, then refine rules with the responsible team.