In this lesson, you will learn to

Use the task with a clear purpose.

  • Map the current process in order.
  • Identify pain points and opportunities.
  • Keep the non-AI option visible.

Why this matters

Harbour Lane Accounting needs a defensible next step.

Daniel must understand the current follow-up process before treating AI as the answer.

Follow Harbour Lane Accounting

See the work in context.

01

Map current work

Daniel records the meeting, note preparation, review and client follow-up steps.

02

Find the real pain point

The team identifies delay and inconsistent drafting rather than assuming automation is required.

03

Compare options

Harbour Lane keeps process improvement and a limited drafting aid visible as separate options.

What remains uncertain

Keep the limit visible.

The expected time saving has not yet been measured.

Recorded outcome: The opportunity is grounded in the current process and its evidence.

Try it in the worked example

Open the matching read-only chapter.

Application record: Client follow-up business process map

You will be asked to sign in before the read-only Harbour Lane Accounting chapter opens.

Open explore an ai opportunity in Harbour Lane Accounting

Official guidance

Check the published source.

Sources checked 6 October 2026. zedhaque AI Governance is designed to support these National AI Centre resources. It is not approved, certified or endorsed by the Australian Government.

Three key points

What to remember.

  1. Understand current work before deciding whether AI is appropriate.
  2. The expected time saving has not yet been measured.
  3. The opportunity is grounded in the current process and its evidence.