AI Ops Expert

Method

Earned Autonomy: AI that starts supervised and earns its independence

The same discipline used to run utilization review in managed care — tiered approvals, thresholds, audit trails — applied to AI.

Three stages

Every workflow moves Red → Yellow → Green

  1. Stage 1 · Red

    Human decides

    AI researches and drafts. A person makes every decision. Used for new workflows and high-risk actions.

  2. Stage 2 · Yellow

    Human approves

    AI acts, a person reviews before anything reaches a customer. Measured against a labeled test set.

  3. Stage 3 · Green

    AI runs, people audit

    Promoted one task type at a time, only after it holds its pass rate. Sampled and reviewed monthly.

Four layers

What gets installed

Most providers sell only the Build layer. The other three are why AI sticks.

Layer 1

Govern

Owners, decision rights, approval thresholds, usage policy, and a risk tier for every workflow.

Layer 2

Operate

Documented processes, handoffs, exception paths, and failure playbooks. AI goes on clean processes, never broken ones.

Layer 3

Build

The automations and agents themselves — Make, n8n, Claude, your CRM. Tool-agnostic so the system outlives any vendor.

Layer 4

Prove

Baselines, a KPI scorecard, quality sampling, and a monthly AI operations review.

Five phases

How an install runs

  1. 1

    Align

    Weeks 1–2

    Leadership interview, readiness score, shadow-AI inventory, top-10 workflow list.

  2. 2

    Map

    Weeks 2–3

    Document the three highest-value workflows and capture baselines.

  3. 3

    Govern

    Weeks 3–4

    Assign owners, set risk tiers, build the approval matrix and failure playbook — before building.

  4. 4

    Deploy

    Weeks 4–8

    Build against the rules. Run in parallel with the human process until quality thresholds are met.

  5. 5

    Optimize

    Ongoing

    Monthly review of KPIs, exceptions, and cost. Promote workflows from Yellow to Green as they earn it.

On efficiency claims: we target large gains on specific workflows, measured against your own baseline — never a company-wide multiplier we can't show you the math for.

Find the three workflows worth automating first.

A 20-minute operations call. No pitch deck — we look at where your team's hours go and whether AI is the right fix.

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