Heath AI
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BEST PRACTICE
01
Measurable P&L wins are often narrow, high-volume, and back-office — not customer-facing. Start where process is dull and repeatable.
02
Only 21% of companies redesign workflows, yet it’s the no. 1 driver of EBIT impact, according to McKinsey.
03
Automating the last 10% can cost more than the first 90%. Right-size the scope for peak margin gain.
04
Build robust automations that survive model, data and systems change, not fragile deep links or APIs.
05
BCG defines success criteria as 10% algorithms, 20% technology and data, 70% people and process. Focus on the 90% that isn’t AI.
AI upskills average reps toward your best ones. Call and deal analysis moves win rates more than email drafting.
Start narrow by volume, fix the knowledge behind it, design the human handover. Track genuine resolution, not deflection.
Don’t automate the workaround. The prize isn’t a faster reconciliation, it’s no reconciliation, because the data reconciles itself as it flows.
AI owns the data, drafts and formatting; experts spend their time on the 10% that wins.
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