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AI for business · Practical guide

Establish the numbers before drafting the report.

Prepare an operational request report using invented figures. Practise separating calculation, description and hypotheses without attributing unmeasured business results to a tool.

By Eric Muriel2 min read
Bar and line charts displayed on a laptop.
Illustrative data analysis photograph; it does not show results from this exercise.Photo: Antoni Shkraba · Pexels · Pexels License

The process at a glance

  1. New arrivals

    12 requests during the period

  2. Closures from those arrivals

    8 of 12 → 66.7%

  3. Older closures

    2 more; counted separately

Original diagram of this guide’s exercise.

01Define what you are counting

During a fictional week, 12 requests arrive. Eight of those 12 are resolved before the cutoff and four remain open. Two older requests are also resolved. Total closures are ten, but only eight relate to requests received that week.

Write the period and each indicator’s definition. “Resolved this week” and “This week’s requests resolved” count different things. Keep definitions consistent when comparing periods.

Reference [1]: GOV.UK Service Manual

02Check calculations before commentary

For requests received that week, eight out of twelve are resolved: approximately 66.7%. Dividing ten by twelve would mix closures from another cohort with current arrivals. Keep numerator and denominator alongside the percentage.

Check the example by hand. In a real process, define where calculations happen and how they trace back to source records. A fluent paragraph is not verification of an operation.

03Request description without invented causes

Instruction: “Summarise these indicators while preserving their definitions. Separate facts and hypotheses. Attribute no change to productivity, staffing or tools without evidence. Include questions still needing answers.”

“Eight of the twelve incoming requests were closed” is supported. “AI made the team more efficient” does not follow from these data. Starting backlog is also unknown, preventing calculation of total open requests at the cutoff.

04Deliver a report with context

Template: period; source; indicator definitions; verified figures; description; limitations; questions; next review. If no comparable earlier period exists, state that rather than inventing a trend.

Keep a version of the data used and review numbers when filters or statuses change. The report structure can be reused, but each conclusion needs its period’s context.

Sources and further reading

These references expand on the concepts indicated. The examples and exercises are original editorial material.

  1. [1] GOV.UK Service Manual

    Measuring the success of your service ↗

    Choose measures according to the question.

    Back to the related section
How we use sources, quotes and images

Frequently asked questions

Does a better week prove the automation works?

Not by itself. This exercise lacks information about workload, difficulty and other changes. Describe observations and design an appropriate comparison before attributing causes.