Human Oversight
Assigning a business owner and a technical owner
Define the business and technical owners’ decisions, handoffs, deputies and escalation route for a live automation.
Desk
Desk Programme
Looks at business cases, oversight and assurance across an automation portfolio.
Business Cases
Automating an invoice approval process with controls
Automated invoice approval should route clear cases efficiently and expose exceptions before posting.
Business Cases
Automation business cases
Build an automation business case around measured work, workable alternatives, operating costs and assumptions a decision maker can inspect.
Programme Governance
Automation governance
Set practical governance for live automations: name owners, maintain an inventory, approve rule changes and account for work when a process stops.
Programme Governance
Automation programme reviews
Review live automations against business outcomes, current processes, operating work and effects across teams, then record the next decision.
Quality Assurance
Automation quality assurance
Define, test and monitor automation quality through verified outcomes, exceptions, duplicate work, error rates and human overrides.
Programme Governance
Business process automation strategy
Build a business process automation strategy around outcomes, process choices, ownership, exceptions and evidence of improvement.
Quality Assurance
Checking completion across equipment and access tasks
Verify employee equipment and access tasks using outcome evidence, clear status meanings and a final case reconciliation.
Business Cases
Checking required information before supplier approval
Set proportionate supplier checks, distinguish received answers from verified facts, and record unresolved issues before approval.
Human Oversight
Checking whether a user-interface bot is appropriate
Review a proposed UI bot’s authority, screen reliability, runtime conditions, result checks and exception route before a pilot.
Quality Assurance
Checking whether an automation creates duplicate work
Trace business items through retries, manual handoffs and destination records to find unintended duplicate actions and tasks.
Business Cases
Choosing a process that is worth automating
Screen automation candidates for value, repeatability, input quality, exceptions, feasibility and effects on other teams.
Human Oversight
Choosing decisions that still need human approval
Screen automated decisions for authority, judgement, consequence and reversibility before placing prior human approval.
Business Cases
Comparing automation with process simplification
Compare simpler process routes and automation against the same outcome, costs and constraints without counting benefits twice.
Programme Governance
Comparing central and team-led automation delivery
Compare central, team-led and shared automation delivery by process knowledge, specialist skills, release decisions and support.
Business Cases
Deciding when to redesign or retire an automated process
Use business need, observed results and transition risk to choose whether to repair, redesign or retire a live automated process.
Quality Assurance
Defining a safe process for disabling an automation
Set stop authority, verify that automated action has ceased, classify affected items and reconcile outcomes before restart.
Human Oversight
Defining an exception route before launch
Define the trigger, held work, owner, evidence and safe exit for cases an automation cannot finish.
Business Cases
Defining business outcomes before selecting technology
Write an observable business outcome, choose measures and use them to assess process changes before selecting automation technology.
Business Cases
Document-heavy process automation
Plan a document-heavy workflow from receipt and extraction to human decisions, exceptions and a verified business result.
Business Cases
Employee process automation
Plan employee process automation for joiners, role changes and leavers with clear owners, approvals, completion evidence and exception routes.
Human Oversight
Escalating an incomplete employee offboarding action
Escalate an unfinished offboarding task with the affected resource, observed state, action owner and evidence needed to close it.
Business Cases
Estimating savings from measured handling time
Measure active work, forecast eligible hours released and separate staff capacity from a defensible reduction in spending.
Human Oversight
Handling a purchase outside the normal rules
Record and route procurement exceptions with the right authority, clear conditions and a truthful decision history.
Human Oversight
Handling unreadable or incomplete documents
Triage poor scans, missing pages and ambiguous values with a clear repair request, case owner and recheck.
Human Oversight
Human oversight in automated processes
Place human approval, exception handling and monitoring where people can understand, stop and correct automated work.
Human Oversight
Identifying automations that no longer match the process
Compare current business rules, automation versions and recent cases to identify where a live workflow no longer fits its process.
Business Cases
Including support and maintenance in automation costs
Estimate automation costs for monitoring, exceptions, support, planned changes and retirement without counting work twice.
Human Oversight
Keeping a record of automated and human actions
Build a case history that connects automation attempts, human decisions, verified outcomes and later corrections.
Quality Assurance
Measuring correction work after automated processing
Count document corrections, active repair time and downstream rework with consistent denominators and case references.
Quality Assurance
Measuring error rates before and after automation
Define a business error rate, keep denominators and review coverage comparable, and interpret before-and-after results carefully.
Quality Assurance
Measuring realised value rather than forecast savings
Compare an automation forecast with observed work and outcomes, separating released capacity from confirmed spending effects.
Human Oversight
Planning manual processing when a bot stops
Define when to switch to people, classify unfinished bot work, preserve controls and reconcile records before automation resumes.
Human Oversight
Recording why an automated outcome was overridden
Record the original automated proposal, authorised human decision, reason and confirmed result when an outcome is overridden.
Quality Assurance
Reviewing finance automations with responsible specialists
Finance automation needs periodic review by people who understand accounting, operations and system behaviour.
Human Oversight
Reviewing whether automation moved work to another team
Trace cases across a handoff and compare effort, corrections and outcomes in both teams before claiming an automation benefit.
Business Cases
RPA versus application integration
Compare API or connector integration with a UI bot for the same transaction, including access, result checks, failures and mixed routes.
Business Cases
Scaling process automation
Plan automation expansion across teams by checking process compatibility, delivery ownership, reusable controls and support capacity.
Human Oversight
Separating payment execution from approval
Invoice approval confirms that a transaction may proceed under the organisation's rules.
Quality Assurance
Testing exceptions before a process goes live
Build safe exception cases and check the held state, owner, destination result and route to resolution before an automation goes live.