Automation & AI
When to Automate
Decision tests for fit; design-first, then automate. Baselines and proof.
Workflow vs. Integration vs. RPA
Pick the right pattern. Contracts over brittle UI. Controls by design.
AI in Processes: LLMs with Guardrails
Policy, prompts, retrieval, filters, logging, approvals.
Document Intelligence
Classify → OCR/layout → extract → validate → HITL → learn.
Agent Assist vs. Autonomous Agents
Assist by default; autonomy by exception; guardrails always.
Orchestration & Human-in-the-Loop
State, compensation, retries, idempotency; clear HITL thresholds.
Data Readiness for Automation
Contracts, master data, event logs, lineage, privacy, SLOs.
Testing & Change for Automation
Test pyramid, contracts in CI, blue/green, canary, rollback.
Measuring Automation ROI
Value & cost models, DiD/SPC, cash flows, NPV/IRR, reporting.
Risk & Compliance for AI & Automation
Policy, access, lifecycle, monitoring, incidents, third-party posture.
Process 101
How to Document Process
Stack: taxonomy → BPMN/SIPOC → RACI → SOPs → controls → KPIs.
What is Process Optimization
Principles, methods, economics, mining, operating model.
Process vs. Capabilities
Run by process, plan by capability; map and align both.
Process Architecture
L0–L4, naming, boundaries, linking to capability and data.
Mapping Methods
BPMN, EPC/ARIS, SIPOC, VSM, DMN, CMMN, journey, blueprint.
RACI & Decision Rights
One A per step; decision catalog; DoA; clean approvals.
Control Design & Evidence
Place controls in-flow; CAVT evidence; TOD/TOE testing.
KPI Design for Process
Operational definitions, SPC, segmentation; the critical few.
Process Mining Basics
Logs, discovery, conformance, enhancement; XES/OCEL.
Operating Model & Cadence
Tiers, decision rights, boards, SLOs, change windows.
Process Governance & Lifecycle
Roles, policies, forums, change, conformance, repository.
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