01Map a bounded administrative processChoose one workflow, such as service completion packets or unmatched customer payments. Identify its trigger, source records, accountable owner, required evidence, emergency exclusions and approval points before configuring automation.
→
02Validate inputs and operating rulesAssess available exports, approved interfaces, document quality and identifier consistency. Configure required fields, duplicate checks, access permissions and utility-approved rules; confirm technical feasibility before committing to any connection.
→
03Ausnahmen bei der Routenführung durch manuelle ÜberprüfungTest representative records, missing documents, conflicting identifiers and overdue tasks. Have responsible staff approve templates and routing, with qualified personnel reviewing all safety-critical, engineering, regulatory and other high-stakes decisions.
→
04Launch with an auditable feedback loopStart with a controlled queue and record source references, task ownership, approvals and dispositions. Review processing time, exception age and rework, then adjust rules through an approved change process.