Manual and repetitive operations
Skilled staff spend a large share of the week copying figures between systems, chasing approvals over email and assembling the same report by hand. The work is necessary, but almost none of it needs human judgement.
How we would approach it
- Map the process as it is actually performed, including the informal steps that never made it into the documentation.
- Separate the steps that need judgement from the steps that follow a rule.
- Automate the rule-based steps first, since they carry the least risk and the clearest saving.
- Introduce structured forms and validation so problems are caught at entry rather than at review.
- Keep a person in the approval path wherever an error would have a financial or legal consequence.
Categories of benefit
- Less duplicated data entry
- More predictable processing times
- Fewer transcription errors
- A written, repeatable process