What to provide
Current task volume, integration needs, vendor options, internal skills, and security requirements.
Starting prompt
Prepare a build-versus-buy matrix for this workflow. Separate required from optional features, estimate ongoing review and maintenance, and list unknown vendor terms.
Trial case
Compare a vendor product with a custom workflow using the same acceptance test. Include maintenance, data access, exit, and reviewer cost in both options.
Review gate
The owner tests a real workflow before contract signature and verifies procurement and security requirements.
How to score the result
Total cost per accepted result and months until the workflow delivers usable value.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore AI Governance and ROI for Small Business or the AI business strategy guide.