OPRATORS — AI BUSINESS BOTTLENECK CHECKLIST
Use AI to build, not to think.

Business:
Workflow:
Person interviewed:
Date:

CURRENT PROCESS
[ ] I can describe where the workflow starts and ends.
[ ] I identified every person and system involved.
[ ] I observed the real process or reviewed recent examples.
[ ] I know where work waits in a queue.
[ ] I know where information is copied by hand.
[ ] I know which step creates the most rework.

MEASURABLE COST
[ ] The problem happens daily or weekly.
[ ] I estimated the hours spent each month.
[ ] I identified delays, errors, missed revenue, or customer impact.
[ ] A specific person owns the problem.
[ ] The owner agrees the problem is worth fixing.

SOLUTION READINESS
[ ] The necessary data exists and can be used safely.
[ ] A human review point is defined where needed.
[ ] The smallest useful test can be built without replacing everything.
[ ] Success can be measured against the current process.
[ ] Failure and recovery are understood.

THE BOTTLENECK IN ONE SENTENCE
The __________________ step slows or limits __________________ because __________________.

CURRENT BASELINE
Frequency:
Hours per month:
Error rate:
Average delay:
Estimated monthly cost:

NEXT ACTION
Interview:
Evidence to collect:
Smallest test:
Success measure:

Educational worksheet only. Validate assumptions with the business and qualified legal, privacy, security, tax, or financial professionals when relevant.