In week one, choose one specific workflow and record the baseline: volume, reading time, important fields and common errors. Avoid piloting too many use cases at once.

During weeks two and three, run real samples and measure field accuracy, human correction time and exception rate. Record layouts or file types that cause errors.

In the final week, evaluate ROI, privacy, access control and review workflow. Go live only when the team understands the limitations and an owner is accountable for outputs.