A. As-Is Discovery
- Schedule and record SME interviews and process walkthroughs; capture steps, inputs/outputs, systems, and exceptions.
- Draft L2–L3 flowcharts in AI tools/Visio using team standards; maintain step IDs and version control.
- Time basic cycle-time/touch-time using templates; log pain points and rework loops.
B. To-Be Drafting & Handshakes
- Convert approved design notes into To-Be flows with entry/exit criteria and SLAs in consultation with the Automation Team and Functional Experts
- Prepare the Automation & Integration Request Sheet (AIRS) with data fields, rules, and sample screenshots.
- Track comments/decisions from with Automation Team and update artefacts promptly.
C. SOP / RCM / RACI Packaging
- Write SOP steps with inputs, screens, evidence, controls, and exceptions.
- Populate RCM (risk, control, frequency, owner, evidence) from checklists provided by the Lead/Controls team.
- Build process-level RACIs; ensure role names match org structure.
D. Testing & Scale Readiness
- Prepare UAT scripts (positive/negative)
mapped to step IDs; support 3X load simulation data prep.
- Log defects, screenshots, and re-tests; close documentation for Go/No-Go.
E. Change & Adoption Support
- Create job-Descriptions/micro-guides (1–2 pages) per role; maintain links and version logs.
- Track training attendance and SOP compliance pulse checks during hypercare.
Core Deliverables
- As-Is and To-Be diagrams (L2–L3) with step IDs and naming standards.
- SOP v1–v3, RCM v1–v2, RACI per process.
- AIRS packs for Team B; UAT scripts & evidences
KPIs / KRAs (Role-Linked)
- Documentation Timeliness & Quality: ≥95% artefacts submitted on time; ≤5% rework after QA.
- Traceability: 100% steps carry IDs and link to SOP/RCM/UAT.
- Adoption Support: ≥90% completion of training assets on time; ≥80% compliance in first audit.
- Scale-Readiness Evidence: UAT packs include 3× load test cases for all assigned processes.