01Map the Store’s Real HandoffsIdentify where enquiries, stock changes, supplier documents and event tasks begin and who owns each next step. Choose a bounded starting workflow, such as special-order updates, and record its current delays and error patterns.
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02Confirm Data Access and Operating RulesReview the exports, documents or permitted connections available from your systems before agreeing on scope. Define ISBN and edition checks, stock states, customer permissions, supplier terms and escalation rules without assuming any particular integration is supported.
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03Test Drafts and Exceptions With StaffRun representative cases, including partial deliveries, unavailable editions and conflicting customer details. Have staff approve initial outputs, and require qualified human review for accounting, tax, legal, contractual and other high-stakes decisions.
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04Launch With a Visible Review QueueEnable only the actions authorized for the workflow, with clear records of changes and messages. Compare response times, unresolved exceptions and correction rates against the starting baseline, then refine rules with the booksellers using them.