01Map one quarry workflow and its exceptionsChoose a bounded process such as ticket-to-invoice checking or delivery-change handling. Document source records, responsible roles, escalation rules and the decisions that must remain with authorised staff.
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02Confirm data access and matching rulesAssess available exports, document formats and permitted system access before selecting a connection method. Define identifiers for sites, materials, orders, tickets and customer accounts, including how unmatched records will be handled.
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03Test with representative operating recordsRun historical or controlled sample records through the workflow, including cancelled loads, reweighs, partial deliveries and missing references. Have quarry, transport and accounts owners review proposed actions before enabling live processing.
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04Launch with approvals and exception monitoringEnable agreed administrative actions, retain an audit trail and route exceptions to named owners. Track measures such as unresolved ticket age, document retrieval time and delivery-update turnaround, then refine the rules with staff.