Operations & Process AI Skill Templates
37 structured AI Skills for operations & process work. Each one is a sequenced, auditable method — open it in Studio, adapt it to your approach, or export it to ChatGPT, Claude or Copilot.
Post Go-Live Adoption
Identifies where adoption of a new system, process or way of working stalls after go-live, with an evidence-backed report on barriers, workarounds and differences between functions.
6 stepsOperating Model Mapper
Maps how an organisation actually operates using anonymous accounts from its people, producing an evidence-backed diagnostic of responsibilities, decisions, handoffs and duplicated effort.
6 stepsAI Readiness Assessment
Assesses AI readiness through anonymous staff evidence, identifying where AI can improve day-to-day work and the practical barriers that could prevent those gains.
6 stepsProject status digest
Reads a set of weekly status notes for progress, blockers and RAG, charts the trend, and writes an executive digest focused on trajectory.
5 stepsIT Change Advisory Engine
Reviews a proposed change against your change policy and returns a governed advisory decision — approve, approve with conditions, defer to the change board or reject — weighing risk, blast radius and rollback, with a change manager sign-off required before anything reaches production.
0 stepsRefund & Compensation Engine
Assesses a refund or compensation request against the contract terms and refund policy that govern it, then returns a decision on approving it in full, in part, offering a goodwill gesture or declining, with every element of the remedy traced to the clause that allows it and anything beyond an agent's authority routed for review.
0 stepsEscalation Decision Engine
Weighs an open case against your escalation policy, its risk and its commercial exposure, then returns a governed recommendation to hold, monitor, escalate or take it to executive level, with the reasoning shown and an owner sign-off required — nothing is escalated automatically.
0 stepsTicket Triage & Routing Engine
Assesses support tickets against live account context and support policy to produce a clear routing decision, with severity, contractual urgency and the reason for each recommendation made explicit.
0 stepsProcess mapping
Turns interview notes, SOPs or transcripts into a structured current-state map with roles, activities, decisions, systems and handoffs, plus the validation questions for the process owner.
6 stepsDecision rights
Maps who actually decides what across the org map, scoring the clarity of each decision and naming gaps, overlaps and escalation traps.
16 stepsProcess redesign
Maps a process's current-state timings and volumes, then redesigns it and computes the effect of the changes rather than asserting improvement.
16 stepsChange-request impact assessment
Assesses a change request against the current SOW, quantifies scope, cost, timeline and risk deltas, scores materiality, and produces the matching assessment or approval note.
9 stepsBenefits realisation review
Compares promised business-case benefits against actuals, computes the variance per benefit, and judges each as realised, partial or not realised with the recovery action needed.
12 stepsAI risk map
Classifies and scores the risks carried by your actual AI use cases and maps each to practical controls and owners.
18 stepsValue-stream / waste analysis
Classifies each process step as value-add or waste, quantifies removable effort, charts the stream, and writes a savings case with quick wins.
5 stepsProcess mining from event logs
Computes activity volumes and profiles from an event log, then diagnoses bottlenecks, rework loops and variant paths with root-cause hypotheses and capacity gains.
7 stepsControl failure → incident RCA pattern engine
Joins control test results to incident logs by process to show where control failures are actually producing incidents, grouped by systemic weakness with residual risk quantified.
12 stepsProcess diagnostic
Inventories every process step with its owner, system, effort and wait time, tests each against bottleneck, duplication, handoff and control-gap lenses, and returns a prioritised 30/60/90 improvement backlog.
6 stepsBottleneck analysis
Derives utilisation and queue pressure per process step arithmetically, ranks the real constraints, and interprets each as capacity, dependency, batching, approval or failure point under load.
12 stepsProcess automation assessment
Scores every activity on repetition, rule clarity, judgement and exception rate to assign an execution mode — AI, automation, tooling or human — with the hours and cost released calculated from your own numbers.
13 stepsOperational risk assessment
Identifies step-level risks across seven categories, scores likelihood and impact, tests the control meant to catch each, and computes residual risk into a register with owners and dates.
6 stepsWorkload allocation review
Computes hours and cost by role and grade for every activity, identifies work sitting too senior or too junior, and quantifies the hours and cost released by rebalancing it.
13 stepsCapacity vs demand balancing model
Joins demand forecast to capacity supply by activity and period, computes the gap and utilisation per cell, and outputs where to flex, hire, retrain or shed capacity.
14 stepsSLA breach root-cause & remediation engine
Enriches a service-desk ticket export with breach type, root cause and preventability, then Paretos the hotspots by team and priority and outputs a costed remediation pipeline.
13 stepsChange readiness & adoption risk assessor
Scores every stakeholder on influence, attitude and impact, classifies them from champion to blocker, and designs the engagement plan with message and channel for each.
10 stepsAutomation opportunity map
Maps team or function activities to automation potential, computing addressable effort and bucketing opportunities into a prioritised roadmap.
15 stepsUAT test cases
Converts requirements into structured test cases with preconditions, steps and expected results, tracing each back to its requirement.
13 stepsAI automation potential by activity
Scores the AI automation potential of every line in an activity library and rolls the results up into a function-level view.
5 stepsSOP generator from transcript
Extracts ordered steps with role and system from a process walkthrough transcript and rewrites them as a complete SOP with exceptions and quality checks.
4 stepsRACI generator from a process map
Extracts roles, activities and decisions from a process map to build a full RACI matrix with exactly one accountable per activity, flagging conflicts found.
4 stepsProcess compliance check
Compares observed process instances against a documented SOP standard, listing deviations by consequence and separating one-off slips from systemic non-compliance.
6 stepsFuture-state process design
Dispositions every current process step as keep, merge, move, automate or eliminate, then writes the redesigned process with roles, systems and controls and quantifies the before-and-after case for change.
7 stepsTarget operating model designer
Translates strategic objectives into a target operating model across capabilities, processes, governance, roles, technology and measures, with a capability gap heatmap and transition roadmap.
8 stepsKPI framework builder
Builds the full measurement framework for one objective — outcome, lagging and leading indicators, and weekly operational KPIs — each with formula, source, owner, target and gaming counter-measure.
6 stepsPolicy-to-process translator
Decomposes a policy or regulation into individual obligations with owner, deadline and evidence, writes them up as an operational procedure, and tests your current process against each to expose gaps.
7 stepsDefect Pareto & CAPA engine
Groups a defect log by root cause, derives the cumulative Pareto to isolate the vital few, and builds a corrective and preventive action per cluster in priority order.
11 stepsBusiness continuity RTO/RPO gap assessment
Compares business impact analysis RTO/RPO targets against actual recovery test results per process, scores readiness, and prioritises recovery investment by tier and gap severity.
12 steps