Brief workshop agenda is as below:

• Day 1  → Understand + Define + Prioritize

• Align on current AP landscape
• Identify pain points & inefficiencies
• Define AI-first opportunities
• Prioritize high-impact use cases

• Day 2  → Design + Validate + Roadmap

• Design AI-first AP architecture
• Define data, integration & security
• Create implementation roadmap

Detailed  session planning:-

1. Opening & Context Setting (30 mins)

• Workshop objectives & expected outcomes
• Success criteria (cost reduction, cycle time, accuracy, compliance)
• Introductions & roles

Output: Aligned goals & KPIs

 

2. Current State Process Deep Dive (2 hrs)

• End-to-end AP walkthrough:
  • Invoice receipt (email, portal, paper, EDI)
  • Data extraction
  • 2-way / 3-way matching
  • Exception handling
  • Approvals & posting
  • Payments
• Identify:
  • Manual touchpoints
  • Bottlenecks
  • Compliance gaps

Output: Current state process map + pain points