A task performed by Treasurers and Controllers
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
Probably not worth it. Both worker desire (2/5) and AI capability (3/5) are on the low side. It sits in the Low Priority zone.
Do you want this task automated?
How much the people who do this task want AI to take it over (avg of 5 workers).
How capable experts rate current AI at this task (avg of 2 experts).
How much human involvement should stay?
The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.
Why workers feel the way they do
- Frees up time for higher-value work20%
- Helps handle larger scale20%
How to automate this
Low priority to automate, but here is the gist if you want to try.
Judgment, review & checks
Automate the checks, keep the decision with a person.
- 1Write down the rules and checklists you follow to evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations, then encode them so routine cases are flagged automatically.
- 2Add validation rules to catch errors before they reach you.
- 3Let AI pre-screen and surface the exceptions, you decide the hard ones.
Tools that can help
Know a better way, or spot an error?
Share how you automate this in real life, or correct the data. Reviewed before publishing.
This is 1 of 6 tasks studied for Treasurers and Controllers, where workers want 33% of tasks automated.
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