1) The Framework
Identify Decision Cadences
- Quarterly: portfolio gates, capital expenditure approvals, strategic pricing changes.
- Monthly: financial close and forecast, sales and operations planning, workforce planning.
- Weekly or Daily: routing, scheduling, service exceptions, customer triage.
Instrument with Artificial Intelligence Checkpoints
- Define the type of assistance (retrieval, prediction, generation, or classification).
- Introduce human-in-the-loop checkpoints for high-risk or judgment-heavy steps.
- Embed inside systems of work such as enterprise resource planning, performance management, or customer management platforms.
Close the Evidence Loop
- Log each decision with rationale and the artificial intelligence contribution.
- Tie results to the benefits register showing impact on profit, cash flow, and service levels.
- Establish “continue or retire” gates for underperforming models.