Start with one piece of work
You do not need to define a complete platform or open a workspace. Bring one real example: a request, decision or handover that is harder than it should be.
Tell us what happens today
Who is involved, which information do they need and where does the work slow down? A concrete example is more valuable than a long feature list.
Describe the desired outcome
What should be easier for your customers or team? Which rules and exceptions need to stay under human control?
Use it as a conversation brief
We can discuss a first useful scope, the systems to connect and what would count as a successful improvement.