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Start from a validated problem, not from a technology category.

Opportunity construction

For each candidate capture: Problem: what is happening now? Evidence: which workflow evidence supports it? Intervention: what change could address the cause? Expected benefit: what KPI should improve? Requirements: data, systems, ownership and controls.

Consider the full intervention set

  • eliminate;
  • simplify;
  • standardise;
  • integrate;
  • automate;
  • augment with AI;
  • redesign ownership or policy;
  • train;
  • monitor.

Example

Weak:
AI agent for onboarding.
Stronger:
Replace repeated manual transfer of approved onboarding data into two downstream systems with structured intake and integration; use AI only for extracting information from unstructured documents that cannot be standardised.

Keep evidence traceability

The user reviewing the opportunity should be able to understand why it exists and where the supporting evidence came from.