Assess six dimensions
1. Process readiness
Ask whether the workflow is sufficiently understood and stable. Warning signs:- different teams follow materially different processes;
- ownership is unclear;
- policy changes are already underway;
- the proposed automation would simply encode a broken process.
2. Data readiness
Check whether the required information is available, trustworthy and legally usable. Consider:- source systems;
- missing fields;
- data quality;
- access permissions;
- personal or sensitive information;
- whether examples exist for testing.
3. Technical feasibility
Identify:- systems and APIs involved;
- authentication and access constraints;
- latency or volume requirements;
- model or automation capability required;
- hosting and security requirements;
- monitoring and support needs.
4. Human and change feasibility
Ask who will use, approve, monitor and own the new workflow. A technically successful solution can still fail if:- staff do not trust it;
- managers do not change the operating process;
- nobody owns exceptions;
- incentives reward the old behaviour.
5. Risk and control
Consider:- accuracy requirements;
- consequences of failure;
- human approval points;
- auditability;
- security and privacy;
- regulatory or contractual constraints.
6. Commercial feasibility
Compare expected value with:- implementation cost;
- ongoing cost;
- internal client effort;
- time to value;
- dependency cost;
- realistic adoption.
Use a feasibility scorecard
A simple 1–5 score can help structure discussion across process, data, technology, change, risk and economics. Do not treat the arithmetic as proof. The scorecard exists to expose assumptions and disagreements.Red flags that should change the recommendation
- the use case depends on data the client cannot access;
- the process owner does not support the change;
- a standard software feature already solves the problem;
- the value disappears under conservative assumptions;
- the task has a high consequence of error but no credible oversight model;
- the implementation requires capabilities outside your delivery model.
Consultant talk track
The opportunity is attractive commercially, but it is not implementation-ready yet. We recommend resolving the data and ownership prerequisites first, then reassessing the build once those dependencies are closed.

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