The everyday problem
A successful workflow in one team may depend on local conventions that another team does not share. Copying its instructions can also copy hidden assumptions about systems, roles, and data quality. Expansion needs a fresh review of those assumptions.
A practical approach
List the dependencies that made the original workflow work. Compare them with the new environment and explicitly mark differences. Preserve the same evaluation discipline used in the pilot, including exception cases and operator review, before increasing volume.
Try this with your team
Create a transfer checklist for a second team. Include system access, field meanings, approval roles, exception destinations, and the definition of completed work.