Your people know Your work.
Make Your process AI-ready.
The people who know the work should shape the software. Four steps that turn the procedures your team already runs into the foundation for software and AI agents. For transformation and continuous-improvement leaders.
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Four steps and a one-page worksheet, in a short PDF.
What's inside
Four steps, one process, all the way through
- 01
Make the steps clear
Most SOPs describe how the work should run. Start with how it really runs, written down with the person who does it.
- 02
Define the rules and the exceptions
The rules are what make your process yours. The exceptions are where your experts' real knowledge hides.
- 03
Mark where human judgment matters
Decide ahead of time which calls stay with a person, and what that person needs to make them quickly.
- 04
Improve it as the business evolves
Once software follows your SOP, improving the SOP improves the work on the very next order.
Includes a one-page worksheet you can fill in with your team this week. No software needed.
Part of The Guide, our short lessons on AI at work.