Insights
What to measure before you automate
BettehAI Team
Measure the current work before you add a tool. Four notes are enough. Leave them blank rather than borrowing someone else’s numbers.
Volume
How many times the task happened last month, from a log you have: calls, tickets, invoices, forms. If you do not have a log, the first week of the audit is counting, not automating.
Wait and effort
How long an item sits, and who touches it. A rough range from the people who do the work is fine. A precise-looking percentage from a blog is not. We will not hand you one.
Done, and the failure
Write what “done” means and what a bad output would cost. A wrong status text to a customer is a different failure than a draft that never leaves a folder. The review rule follows from that sentence.
This is the same baseline the Payback Plan uses. An example of the plan’s shape is the sample PDF linked from industry pages. It is an example, not a client result.
Questions
What if we cannot measure it?
Then the recommendation may be to count for two weeks and stop. That is a valid audit outcome.
Do you need access to our systems to measure?
Often a person on your team can export or count. We ask for access only when the count cannot be done another way, and we write down what we saw.