Worked example

A 118-person company, task by task

What does it look like to decide, task by task, where AI should take work over, where it should help an expert, and where it should stay out? This example walks through it for a fictional company that builds and services industrial monitoring systems.

The company

The model company is a business-to-business firm with its own assembly plant. It designs, assembles, configures and installs modular systems that monitor and control its customers’ technical infrastructure, and then services them. It is a manufacturer, a technology integrator and a service company in one.

  • 118people
  • 31distinct roles
  • 375task families analysed
  • Customers: about 70 active customers, such as factories, logistics centres and food processors.
  • Workload: 12 to 18 installations under way at once, and about 260 installations under service.
  • Where the money comes from: products and kits 43% of revenue, design and installation services 27%, maintenance contracts 19%, repairs and parts 11%.
  • How it is organized: by function, with project managers who coordinate people from several departments. Production is the largest function, with 34 people. Service has 17.

Where work gets stuck

TensionWhat it costsWhat AI could do about it
Every project is partly customisedHidden extra work, rework and lost margin.Keep the history of decisions, check the scope, flag cost overruns early.
Everyone needs the same expertsDelays, and costly switching between offers, production and service.One view of workload, options for priorities, alerts when plans clash.
Systems that do not talk to each otherManual matching of the CRM, the ERP system, the helpdesk and documents.Join the information, check that it is complete, prepare the exceptions.
Knowledge kept in people’s headsWork stops when an experienced person is on leave or resigns.Notes, service reports and search in an approved knowledge base.

The company needs better productivity and a better flow of information. It cannot weaken technical responsibility, quality or the security of customers’ data to get them.

The question

The management question was not “how many jobs can AI replace?”. It was four questions:

  1. Which tasks can realistically be automated?
  2. Where should AI strengthen a person instead?
  3. What stays firmly human or physical?
  4. What new duties appear once AI is in use?

Asking about whole jobs hides the answer. A service technician diagnoses faults, talks to customers, writes reports and repairs equipment. AI relates to each of those differently. See map tasks before deciding what to automate.

The task map

The 31 roles were broken into 375 task families. Each one was scored from 0 to 10 on four separate scales:

  • T, technical feasibility. Could AI do the task, given clear inputs and a clear result?
  • P, practical deployability. Could this company put that in place and keep it running?
  • A, augmentation. How much could AI help the person, without taking over the responsibility?
  • H, dependence on a human. How much does the task still need judgement, relationships, responsibility or physical work?

The four scores are never merged into one. A high P does not mean a person can be let go. It means the task has good conditions for deployment. A high A together with a high H points to an assistant for an expert, not to a handover.

The scores come from an AI model that evaluated each task against a description of the company and the role. The owners of each process then check them. The method is described on the TPAH assessment page.

Most of the 375 task families sit high on augmentation and in the middle on deployability

Each cell counts the task families with that pair of scores. Darker means more.
Show the numbers as a table
A ↓ / P →0–11–22–33–44–55–66–77–88–99–10
9–10000006162450
8–900031422424400
7–801522254219000
6–7021433430000
5–62363100000
4–51000100000
3–42210000000
2–30410000000
1–20100000000
0–10010000000

The largest cluster is high on augmentation and medium to fairly high on deployability. That is the first result: the main way to get value here is a person supported by AI, not an AI agent running a whole process unchecked.

What the map shows

The company as a whole

Weighted by the headcount in each role, the company scores:

  • 4.83P, practical deployability
  • 7.39A, augmentation
  • 4.46H, dependence on a human

The company has real potential to use AI, mostly by supporting people. Dependence on a human sits in the middle of the scale: a large part of the work still needs knowledge, responsibility, relationships and hands-on work in a real technical setting.

The work portfolio

17% of work exposure has high deployability; 25% has high augmentation

  • 17% High deployability Tasks with good conditions for real automation: digital, repeatable, easy to check.
  • 25% High augmentation AI can help the person a great deal, but should not take over the responsibility.
  • 26% Physically anchored Work tied to a site, a place, safety or doing something by hand.
  • 31% Mixed Tasks with a mixed profile.
Shares of the company’s work exposure. Work exposure is the headcount in each role multiplied by the share of that kind of task in the role.
Show the numbers as a table
Part of the workShareFull-time equivalents
High deployability17.1%20.2
High augmentation25.3%29.9
Physically anchored26.2%30.9
Mixed31.4%37.0
  • 17% of work exposure: high deployability. The place for fast automation of tasks that are digital, repeatable and easy to check.
  • 25%: high augmentation. AI prepares an analysis, a draft or a recommendation. The person keeps the decision.
  • 26%: physically anchored. Work tied to a site, to assembly, to safety or to the customer’s premises. Automate the information around it.
  • 31%: mixed. Improve these process by process, without promising that AI will replace the work.

The result does not support a simple headcount-reduction scenario. It supports a programme to improve productivity, quality and the company’s ability to cope when things go wrong.

By function

In every function, AI could help people more than the company could automate

  • P: could this company deploy it?
  • A: how much could AI help the person?
Production 34 people
Service 17 people
Sales and marketing 13 people
IT and product 13 people
Logistics 10 people
Quality 8 people
Operations 7 people
Finance 6 people
Purchasing 5 people
HR 3 people
Management 2 people
Average scores by function, largest function first. Finance, HR and purchasing are the natural places for quick pilots. Production is the largest function, and there AI belongs around the physical work, not in place of it.
Show the numbers as a table
FunctionPA
Production (34 people)4.106.00
Service (17 people)4.907.60
Sales and marketing (13 people)4.908.00
IT and product (13 people)5.108.20
Logistics (10 people)5.007.20
Quality (8 people)5.107.70
Operations (7 people)4.908.10
Finance (6 people)6.008.70
Purchasing (5 people)5.808.50
HR (3 people)6.108.60
Management (2 people)3.707.90
FunctionPeopleRecommended approach
Production34AI around the work: instructions, document checks, analysis of deviations.
Service17Sorting requests, log analysis, draft service reports.
Sales and marketing13Meeting notes, CRM records, research, first drafts of offers.
IT and product13Technical assistant, tests, log analysis, change records.
Logistics10Documents, stock movements, alerts, completeness checks.
Quality8Document checks and ranking of deviations. A person decides.
Operations7Planning assistant, alerts, comparisons, exception handling.
Finance6Fast pilot: bank statements, e-invoicing, exceptions, reports.
Purchasing5Comparing supplier offers, summarising terms, spotting exceptions.
HR3Alerts, documents and preparation. A person approves.
Management2Decision support and summaries. Responsibility stays with people.

Where to automate

The highest deployability score was 8.53. No task scored 10. Even the best candidates need integration, quality control, a process owner and a way to handle exceptions.

The ten tasks that would be easiest to deploy are digital, with a clear input and output

Reporting leads in the CRM Marketing
Recording what was agreed with customers Key accounts
Drafting internal newsletters Marketing
Reconciling bank statements Accounting
Tracking health checks and safety training HR and payroll
Monitoring market trends Sales engineering
Checking who is available Operations planning
Warehouse and shipping documents Warehouse
Effect of the schedule on stock Materials planning
Logging and sorting service requests Service desk
Deployability (P) on a scale of 0 to 10. Tasks are listed with the part of the company that does them.
TaskWhy it is simpleFirst stepWhat to measure
Reporting leads in the CRMThe data and the result are both digital.A draft CRM entry after each meeting.Time per entry; completeness of the CRM
Recording what was agreed with customersIt is easy to check whether a note is complete.A call summary for the account manager to approve.Time per entry; number of gaps
Drafting internal newslettersText can be drafted and then approved.A first version from company material.Preparation time; number of corrections
Reconciling bank statementsThe data is structured and exceptions stand out.Automatic matching of entries.Cycle time; number of exceptions
Tracking health checks and safety trainingDates and rules are unambiguous.Alerts before a deadline passes.Number of late renewals
Monitoring market trendsAI can gather and summarise many sources.A weekly summary for a person to check.Research time; how often signals prove right
Checking who is availableThe sources are calendars and planning systems.One view of availability and clashes.Time to build the plan
Warehouse and shipping documentsThe documents have the same fields each time.A completeness check before goods leave.Number of gaps; handling time
Effect of the schedule on stockThe data can be joined into one alert.A list of shortage and surplus risks.Rush orders; stock level
Logging and sorting service requestsA request has a description, a category and a priority.Sorting, with a suggested queue.Time to log a request; service-level targets met

The best candidates share a pattern: structured data, a clear result and a simple way to check it. AI prepares or checks a record. A person approves the exception, or any decision with a financial or operational effect.

Tasks where the scores and the business effect line up

TaskWho does itBusiness effectTPAH
History of what was agreed, in the CRMKey account managers · 6 peopleContinuity with customers and a clearer sales pipeline 9.88.510.02.5
Reconciling bank statementsAccounting · 3 peopleFaster month-end close and control of cash 9.78.49.03.3
Sorting service requestsService coordination · 4 peopleFaster response and service levels met 8.87.59.03.4
Material shortages and surplusesMaterials planners · 3 peopleLess cash tied up in stock; deliveries on time 8.87.59.03.4
E-invoicing documentationAccounting · 3 peopleCompliance and fewer exceptions 9.77.39.04.4
Comparing supplier offersTechnical buyers · 4 peopleFaster purchasing on better terms 8.87.59.04.2
Recording checks and parametersElectrical fitters · 31 peopleBetter traceability and less rework 8.77.39.04.3
Completeness of materials at the workstationElectrical fitters · 31 peopleFewer stoppages and missing parts 8.77.49.04.5
Stock movements in the systemWarehouse · 6 peopleMore accurate stock records 8.77.49.04.8
Completeness of shipping documentsQuality control · 4 peopleFewer hold-ups at customer acceptance 8.77.39.05.0

These tasks sit in different departments. The value comes from a shorter cycle, fewer gaps, better data or a faster reaction to an exception. A high score helps to choose a pilot. It does not replace a look at cost, data and integration.

Where to augment

In the technical core of the business, the highest scores were for augmentation. These are tasks where AI can quickly work through logs, diagrams, code, risks and options. It does not have the full picture of the installation, the safety consequences or the customer relationship.

For expert tasks, the help AI could give is far ahead of what could be automated

  • P: could this company deploy it?
  • A: how much could AI help the person?
Analysing electrical diagrams Electrical fitter
Analysing fault logs and alarms Service technician
Writing the report after a service visit Service technician
Analysing software logs Industrial programmer
Forecasting project deadline and margin Project manager
Keeping the risk register Project manager
Designing diagrams and control systems Automation engineer
Implementing control logic Industrial programmer
Choosing measurement and control equipment Automation engineer
Reviewing code and checking changes Industrial programmer
Ten technical and project tasks. The wider the gap, the stronger the case for an assistant and the weaker the case for a handover.
Show the numbers as a table
TaskPA
Analysing electrical diagrams (Electrical fitter)6.388.99
Analysing fault logs and alarms (Service technician)6.028.99
Writing the report after a service visit (Service technician)6.478.96
Analysing software logs (Industrial programmer)6.019.00
Forecasting project deadline and margin (Project manager)6.009.00
Keeping the risk register (Project manager)6.408.93
Designing diagrams and control systems (Automation engineer)6.099.00
Implementing control logic (Industrial programmer)6.338.95
Choosing measurement and control equipment (Automation engineer)5.148.97
Reviewing code and checking changes (Industrial programmer)6.338.99
TaskWhat AI doesWhat the person does
Analysing electrical diagramsFinds components, dependencies and possible errors.Judges the situation on site and answers for the work.
Analysing fault logs and alarmsSorts the logs and points to the most likely causes.Makes the final diagnosis, handles safety, talks to the customer.
Writing the report after a service visitDrafts the report from notes, photos and readings.Checks the facts and approves the recommendations.
Analysing software logsGroups errors and suggests where to look.Understands the architecture and decides on the change.
Forecasting project deadline and marginBuilds scenarios, lists risks, analyses deviations.Weighs dependencies and decides what to tell the customer.
Keeping the risk registerOrganises risks and drafts actions.Sets priorities, negotiates, carries responsibility.
Designing diagrams and control systemsOffers variants, checks consistency, writes documentation.Chooses the solution and answers for it technically.
Implementing control logicDrafts code, writes tests, checks rules.Reviews, starts up the system, ensures machine safety.
Choosing measurement and control equipmentCompares specifications against the requirements.Judges real conditions and chooses.
Reviewing code and checking changesSpots risky patterns and missing tests.Judges the context and the effect on the process, then approves.

The working model is plain. AI analyses, sorts and prepares options. The expert understands the situation on site, judges the risk, talks to the customer and answers for the technical decision. This route has more value than trying to replace automation engineers, industrial programmers and project managers, who are hard to hire.

The work AI creates

AI does not only remove or shorten tasks. It creates work: checking outputs, logging for compliance, fitting AI into the process, passing exceptions to a person, maintaining prompts and tools, and supervising quality.

The analysis found 187 pieces of new work: 132 inside roles and 55 that depend on someone else

  • 132 New tasks inside roles Doing the work with AI, checking its output and logging it become part of the daily job. Owner: Function managers and staff If nobody owns it: AI seems to save time while duties grow unnoticed.
  • 26 Dependencies on process owners Someone must set where AI sits in the process, the rules, the exceptions and the supervision. Owner: Process owners If nobody owns it: Each team does it differently and exceptions multiply.
  • 29 Dependencies on a platform owner Someone must maintain the tools, prompts, settings and integrations. Owner: AI product owner or IT If nobody owns it: IT becomes a bottleneck and nobody answers for quality.
Counts of new tasks and dependencies across the 31 roles.

The minimum set of controls

DutyRoles affectedWhy it is neededOwner
Checking the output31 of 31AI can be wrong. The result has to be checked before it is used.The user and the function manager
Logging for compliance31 of 31You need to know what was generated and who approved it.The process owner or compliance
Integration and escalation30 of 31Unusual cases have to reach a person.The process owner and IT
Workflow and rules13 of 31AI has to work at a set point in the process.The process owner
Supervision and exceptions13 of 31Someone has to improve the rules and settle borderline cases.The process owner

If this work has no owner, part of the saving is eaten by manual corrections, unofficial supervision and queues for IT. Name an AI product owner and the process owners before scaling, and write the new duties into people’s real workload. See budget for the work AI creates.

A 90-day plan

The recommended plan runs for 90 days in three stages, each with more risk than the one before. Every stage has its own measures, a person in control, and a decision at the end: continue, fix, or stop. Scaling comes only when the quality of the output, the number of exceptions and the real balance of time are known.

Three stages: simple digital work first, transactions second, the technical core last

  1. Days 1–30 1. Quick proof of value Show a time saving with no loss of quality. Pilots
    • Meeting notes and CRM entries
    • Sorting service requests
    • Alerts for health checks and safety training
    • A baseline for time and quality
    Measures Time per entry; completeness of the CRM; time to log a request. Go on only if The work is faster, quality has not dropped, and exceptions are visible.
  2. Days 31–60 2. Transaction processes Automate repeatable operations, with a person in control. Pilots
    • Bank statements and e-invoicing exceptions
    • Comparing supplier offers
    • Material shortages and surpluses
    Measures Cycle time; number of exceptions; rush orders; number of corrections. Go on only if A person checks before anything is written to the system, and the exception process works.
  3. Days 61–90 3. Core operations Help experts with diagnosis, analysis and documentation. Pilots
    • Diagram assistant for electrical fitters
    • Log analysis
    • Service report drafts
    • Quality document checks
    Measures Rework; share passing final test first time; mean time to repair; completeness of reports. Go on only if The expert confirms it is useful and safe, and that responsibility is clear.

In parallel, from day one: appoint an AI product owner, classify the data, set rules for using customers’ information, keep a register of pilots, and agree one standard for checking outputs.

Recommendations

  1. Start from tasks, not jobs. Ranking whole roles hides the differences between documentation, diagnosis, decisions, relationships and physical work. The list of pilots should be made of specific tasks and flows.
  2. Run two tracks. An automation track shortens repeatable digital processes. An augmentation track strengthens service, automation engineering, projects and technical analysis. See run two tracks.
  3. Manage AI as a product. One person or a small team answers for the platform, the standards, the integrations and the list of work to do. Process owners answer for business results and exceptions.
  4. Measure time, quality and the cost of exceptions. The amount of text generated measures nothing. The minimum set is cycle time, completeness, number of corrections, share of exceptions and the time people spend checking.
  5. Protect customers’ data and technical responsibility. Installation data, logs, configurations and customers’ documents should not go into public tools without an approved set-up. Decisions on safety, quality and changes to a system stay with an authorised person.
  6. Join the uses into a chain. The most value appears when CRM notes improve planning, service data feeds product development, and document checks cut rework and hold-ups at acceptance.

For the model company, AI is first of all a layer that organizes the flow of information and strengthens experts. Automation makes sense where the result is easy to check. In the technical core, the gain is a faster and better human decision.

The analysis shown here is offered by the Human for Future foundation. The provider’s page on TPAH is in Polish.

Practices used

The example applies these practices from the library.