Manual
People do all of the work.
- Starts
- Person
- Works
- Person
- Checks
- Person
Where you are
Work arrives by email, phone and spreadsheet, and the people who know how to handle it pick it up. A few experienced people know where everything is and which customers need special handling. When they are away, work slows down. You grow by hiring.
What holds you here
The know-how lives in a few people’s heads, so no tool, AI or otherwise, has anything to work from.
How to reach level 2
- Write down the decisions your team makes most often, and who approves the exceptions.
- Agree which system is the source of record for each piece of information.
- Let people use an approved AI assistant for drafting and summarizing.
You’re ready for level 2 when
- A colleague can handle a routine case without calling the usual expert.
- Your team can find the current version of every record the work depends on.
What to measure
Time spent chasing internal answers.
For example: A rep builds every quote in Excel from old quotes and the price list.For example: A coordinator retypes each emailed order into the ERP.For example: An analyst matches each invoice to its purchase order line by line.For example: A buyer emails each supplier to confirm dates and logs replies in a spreadsheet.For example: An agent reads each ticket, looks up the account and writes the reply.For example: A planner rebuilds the schedule by hand whenever an order changes.For example: HR emails each new hire’s documents and tracks them in a checklist.For example: People receive the work, do it by hand and check it themselves.
