Second, honest documentation of the current process, including the workarounds and spreadsheet patches that never made it into any official diagram. Third, agreement on what success looks like in numbers, whether that is hours returned to the team, response times or pipeline velocity.
Data access is the other common bottleneck, so identifying who controls credentials for the CRM, telephony platform and document stores early prevents weeks of waiting later.
Paloren supports this preparation through team AI training, which lifts general confidence with AI tools and makes design conversations far more productive. Companies that skip preparation rarely fail outright, but they pay for the gap in extended timelines and narrower scope.
A short call with Paloren is usually enough to identify which preparation items apply, and the readiness assessment formalises the rest. Preparation is unglamorous, yet it is the cheapest acceleration available anywhere in the process.