Step 05 · Roadmap

The transformation journey

From today's document review to realised benefit — staged, measured and owned by the business.

Discovery complete
2 weeks
Outcome
Agreed problem statement and scope
Stakeholders
Business Operations, Business Analyst
Risk
Scope expands beyond the bottleneck
Process analysis
3 weeks
Outcome
Baselined cycle times for manual claim documents validation
Stakeholders
Process owners, Operations
Risk
Baseline data unavailable or inconsistent
Requirements generated
2 weeks
Outcome
Signed-off requirements and acceptance criteria
Stakeholders
Business Analyst, Compliance
Risk
Control requirements identified late
Pilot AI workflow
4–6 weeks
Outcome
Document Processing AI live on one workflow
Stakeholders
Technology, Data, claims handlers
Risk
Model performance below threshold on real cases
Business validation
3 weeks
Outcome
Measured benefit against baseline
Stakeholders
Sponsor, Finance
Risk
Benefits not attributable to the change
Production rollout
6–10 weeks
Outcome
Capability scaled across the area
Stakeholders
Technology, Operations, Compliance
Risk
Change adoption across teams
Benefits realised
Ongoing
Outcome
49% faster validation, sustained
Stakeholders
Sponsor, Operations
Risk
Benefit tracking stops after go-live

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