A diagnostic for asset managers that establishes a graded, task-level baseline of investment operations before any automation investment. It shows which tasks are ready for a business case, which need more evidence and which to leave alone.
What this diagnostic covers
Inside you will find:<ul><li>a decision statement with conditions for use and explicit exclusions</li><li>an inputs table and an evidence grading hierarchy</li><li>written baseline formulas and suitability scoring anchors</li><li>a gated shortlisting rule</li><li>execution, governance and measurement tables with owner roles</li><li>a labelled synthetic worked example, a failure case and an evidence clinic exercise</li><li>six editable tools, including the diagnostic questionnaire, the evidence inventory and an evidence gap register</li></ul>
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references