First, give conclusions that can be used for decision-making
The task is first to determine whether the rule of certainty or semantic understanding. Formula calculations, field mapping, primary key matching and aggregation have clear answers and should be done by the program; text note classification, non-fixed listing recognition and document field extraction can be used as AI; if the upstream/downstream system does not have interfaces and must click on interfaces, the RPA or browser automation is necessary.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Collecting different versions of the document and samples of anomalies.
Validation Key Dependence
Dismantling manual steps into rules, semantics and interface operations.
Development of assessable outcomes
Verify the correctness and maintenance costs of scripts, AI and RPA, respectively.
Make sure you decide the next step with the real results.
Establish reconciliations and manual reviews of key figures.
How do you understand it in the actual business?
The consolidation of the same template sales forms on a monthly basis can be completed with scripts; listing and comments on various vendor proposals can be mapped by AI; entering the final results into the API portal without the API portal may require RPA. The three-part combinations are more stable than giving them to the larger model in full. The examples do not represent the performance of a particular client, and the actual conclusions need to be verified in conjunction with the enterprise ' s own business volume, sample, system and liability boundaries.
The easiest pit to step on.
The amount that allows AI to recalculate the amount that could have been precisely done by the formula
Only one standard template is tested
Automation results are not tracked with original files and versions
How should we end up receiving and confirming?
The document and expected output should be fixed, and field, formulae, differences, abnormal queues, logs, manual review and duplicated consistency should be verified.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.