STEP 04 — AI LAYER

Where can AI take on the work?

Score each role for automation and augmentation potential, then name what the freed-up time can go to. The three percentages must add up to 100.

Automatable

AI can do this largely on its own, with light human review. This share counts as capacity freed.

AI-augmented

AI speeds it up or improves it; a person still does the core work. Not counted as capacity freed.

Human-core

Judgement, relationships, accountability — AI doesn't really change it.

Aisha Rahman — Accounts Payable Specialist

What this role does today

DeliversInvoice processing (0.8)Finance control (0.2)
SkillsInvoice processingSupplier communicationERP data entry
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 40–70% automatable

Read from 5 of 5 items above: Invoice processing (high), Finance control (medium), Invoice processing (high), Supplier communication (low), ERP data entry (high). A rough guide from the wording alone.

AI tools they use today
None recorded yet

John Smith — Finance Controller

What this role does today

DeliversFinance control (0.4)Business analysis and reporting (0.4)Annual budgeting and forecasting (0.2)
SkillsExcel skillsAnalytical skillsConsulting skillsCritical thinkingFinance acumenFinancial education
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 25–55% automatable

Read from 9 of 9 items above: Finance control (medium), Business analysis and reporting (high), Annual budgeting and forecasting (medium), Excel skills (high), Analytical skills (medium), Consulting skills (low), Critical thinking (low), Finance acumen (medium), Financial education (medium). A rough guide from the wording alone.

AI tools they use today
None recorded yet

Lena Fischer — Financial Analyst

What this role does today

DeliversBusiness analysis and reporting (0.6)Annual budgeting and forecasting (0.4)
SkillsFinancial modellingExcelReporting
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 45–75% automatable

Read from 5 of 5 items above: Business analysis and reporting (high), Annual budgeting and forecasting (medium), Financial modelling (medium), Excel (high), Reporting (high). A rough guide from the wording alone.

AI tools they use today
Microsoft Copilot

Mark O'Connor — Payroll Specialist

What this role does today

DeliversPayroll calculation (0.7)People support with payroll questions (0.3)
SkillsPayroll processingEmployment law basicsEmployee communication
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 40–70% automatable

Read from 4 of 5 items above: Payroll calculation (high), People support with payroll questions (high), Payroll processing (high), Employee communication (low). A rough guide from the wording alone.

AI tools they use today
None recorded yet