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Guide · READING BRIEF

Manual or automated? Start with the decision.

A decision framework for separating human judgement from rules a system can apply.

Editorial redesign · Source-linked summary · Not investment or legal advice

Identify what can be specified

A useful candidate for automation has conditions that can be expressed clearly. Vague instructions move ambiguity into software rather than resolving it.

Keep responsibility visible

Decide who defines the rules, who reviews changes and who can stop new activity. Automation does not remove the need for an accountable operating model.

Evaluate the workflow

Compare the evidence, implementation effort and monitoring needs of each approach. Testing and paper observation help expose differences between intended and observed behaviour.

START WITH YOUR REQUIREMENTS

Bring your operating model.
Let’s map the fit.

Discuss the client journey, enabled scope and institutional controls that matter to your team.