Inventory the work
List the repeated tasks your team performs every week: enquiries, reports, proposals, document review, meeting notes, CRM updates, publishing, and follow-ups. Capture how often they happen, who owns them, and what systems they touch.
Score value and risk
Give each workflow a one-to-five score for hours saved, revenue upside, data sensitivity, complexity, team readiness, and speed to first version. The best first win is high value, low risk, frequent, and owned by one person.
Define the first sprint
For the top workflow, write the trigger, inputs, output, review checkpoint, success metric, tool choice, fallback path, and handover owner. If any field is unclear, the roadmap is not ready to build.
Review monthly
Re-rank the roadmap after each build. Keep what saves time, pause what is not used, and move sensitive workflows later until governance and review habits are proven.