Illustrative example — not a client result
From these answers to a next step
- A useful improvement with low consequences if a sample result is wrong
- Fixed rules are enough; no interpretation is needed
- Usable inputs and a person available to check the rules
Try ordinary automation first
Try ordinary automation first
Fixed rules without interpretation are often better handled by a checklist, formula or standard workflow.
- Write the rules and exceptions in plain language.
- Test a formula or workflow on sample cases, including exceptions.
- Compare results with the existing manual process before using it more widely.
- Owner
- The process owner, with someone who can check the rules
- How to check
- Check correctness and total handling time; stop if exceptions cannot be handled safely.
This guidance uses your answers, not an inspection of your task or data.
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