01Map the Reading Cycle and Decision BoundariesDocument meter types, reading sources, identifier rules, access arrangements, billing cut-offs and exception owners. Identify which actions can follow approved rules and which require human authorisation, including billing corrections, safety responses and service changes.
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02Confirm Sources, Permissions and Field MappingAssess available files, forms and system interfaces before selecting a connection method. Map account, service point, meter and register identifiers separately, and define access controls, retention requirements and handling of customer contact preferences.
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03Pilot Validation and Exception RoutingTest representative reads, failed visits, exchanged meters and incomplete submissions against historical examples. Have supervisors review extraction accuracy, rule thresholds, task ownership and customer message templates before enabling operational actions.
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04Release Approved Workflows and Monitor QueuesIntroduce workflows in controlled stages with audit records, visible failures and a documented manual fallback. Monitor read acceptance, exception age, appointment completion and handoff rejection rates, then adjust rules through an authorised change process.