Mockup v2 · illustrative data · for review

Executive Insights

Where documented work concentrates, and where automation would pay for itself. Based on 34 published processes (illustrative) — every dollar figure is an estimate range driven by the assumptions below, and ranges narrow as more processes are published. Recalculated whenever a process is added or updated.

Assumptions assumed

Every figure below reacts to these. Defaults are a starting point for discussion, not findings.

Scenario:

Number provenance: observed measured from recordings (step durations, systems touched) · assumed upload metadata or the sliders above · modeled arithmetic on the other two — inherits their uncertainty

Processes published observed
34
▲ 6 this quarter · 6 teams · 9 active SMEs
Time to documented observed
18 min
median SME review · was ~4 h hand-made
Automation candidates observed
23 steps
flagged manual/repetitive across 12 processes
Indicative automation savings modeled
$—
per year, at the assumptions above¹

Top automation candidates modeled

Solid bar = conservative end of the range; faded extension = aggressive end. Payback at the current build-cost assumption.

Break-even explorer modeled

Pick a candidate, set what automating it would cost — see when it pays for itself.

Cumulative labor savings Automation cost (build + upkeep)

Automation pipeline observed

Candidate steps by stage — from flagged in documentation to automated in production

Identified23 steps
Assessed11 steps
In build4 steps
Automated2 steps

Where to start modeled

Annual savings (midpoint) vs implementation effort assumed — top-left is "do these first". Hover for detail.

Most-documented systems observed

Systems touched across published processes — where tool spend meets real usage

ERP21 processes
Portfolio system15 processes
Document management12 processes
Email11 processes
Spreadsheets9 processes

Coverage by team observed

Published processes per team — where documentation is deep, and where it's thin

Fund operations11
Accounts payable8
Compliance6
Client services5
IT & security4

Key-person risk observed

Processes where one person is the only executor on every step (from RACI) — continuity risk no savings number captures

5 of 34 published processes depend on a single person end-to-end:
Daily NAV checks — sole executor: Fund Ops analyst
Quarterly board pack — sole executor: Finance manager
Wire release — sole executor: Treasury lead
+ 2 more · these are also the least-reviewed processes in the repository

Documentation effort returned modeled

The pilot's own before/after

~4 h hand-made SOP 18 min platform review 125 h returned across 34 processes

Future direction — system cost per use

Attach license spend to each system and see cost per documented use — answers "where is our tool spend going" directly. Needs license data; not in pilot scope.