Executive summary
A structured research pack that turns operations data and stakeholder claims into a graded, ranged, source-bound assumption register ready for the automation investment case.
What is inside
What this asset covers
Inside, members get the full method for building the register, the grading anchors, the calculation set for the core operations measures, a recommended operating process with roles and gates, risk and KPI tables, a worked synthetic example from an asset manager, and three working tools: the assumption register format, the source log, and the research question backlog.
- Why automation cases in investment operations fail on ungoverned assumptions, and what a governed assumption set looks like
- The evidence blocks an automation case needs: task demand, current cost to serve, benefit hypotheses, and uncertainty
- How to separate observed facts in operations logs and reconciliation reports from hypotheses that still need research
- A grading and range discipline that makes every number in the case auditable back to a dated source
- How to decide which open questions are worth primary research before the options appraisal, and which can carry a stated range
- Where this asset sits in the ten-asset investment operations automation pathway, between the readiness assessment and the options appraisal
- A worked synthetic example from a mid-size institutional asset manager, plus a failure case and practice exercises