Workflow Automation110 · Module I · Lesson 01 of 5
Article · 12 min

The four-quadrant test

Cost, frequency, tolerance for error, human oversight.

Summary

Not every workflow should be automated. The four-quadrant test — frequency by value — sorts candidates into ignore, delegate, automate, and re-examine. Applying it explicitly prevents the common trap of automating work that should have been eliminated.

Objectives
  • 01State the four quadrants and their prescriptions.
  • 02Apply the test to a real workflow.
  • 03Identify workflows that should be eliminated instead of automated.
The Lesson

The quadrants

High frequency, high value: automate first. High frequency, low value: eliminate, don't automate. Low frequency, high value: delegate to a human. Low frequency, low value: ignore. Automation is expensive; apply it where the return justifies it.

Key Ideas
  • Automation is expensive. Deploy where the return justifies it.
  • Eliminate before automating.