Map the work and authority
Observe the actual workflow, exceptions, judgment, handoffs, data sensitivity, and cost of a wrong action.
Work
- Shadow the people doing the task
- Separate recommendation, approval, and execution
- Identify exceptions, abuse, compliance, and escalation paths
Artifacts
- Operational decision map
- Role and permission model
- Automation-risk ledger
Exit when: the accountable person, permissible automation, and non-automatable judgments are explicit.