Module 09 Activity

Scenario

Take this out of the classroom: a real workplace process, assessed honestly against the manual version.

What you produce

An automation case: a workflow chosen on volume and checkability, the real approval chain, an exception rate from historical records, and a stated boundary.

Steps

1. Score three candidate workflows on volume, minutes each, and whether the output can be checked. Choose one and write down why you rejected the others.
2. Map the approval chain as it actually exists: who approves what, at which amounts, how long it takes, and how many approvers each case needs.
3. Write the triage rules and apply them by hand to a month of real historical records. Report the exception rate.
4. Give every exception a named destination.
5. Compare manual against automated including the review time the automation creates and both error rates.
6. State what share you would automate, where you would stop, and what you would need to see to move that boundary.

Evidence to hand in

• Three candidates scored, with the rejections.
• The approval chain as it exists, with latencies and approver counts.
• The exception rate over real records, with destinations.
• The comparison including review time and both error rates.
• The stated boundary and the condition for moving it.

Review checklist

• The chosen workflow clears volume and checkability.
• Latency is in days where that is the truth, and multi-approver cases are recorded as such.
• Triage was applied to real historical records, not invented examples.
• The comparison states the error rate even if it went up.
• The boundary is written down with a reason and a condition.

Mark complete