Business process guide
Human-in-the-Loop Process Design
Human-in-the-loop design does not mean adding a person to every automated step. It means placing judgment, accountability and escalation where they add value.
Practical note: process design depends on organization, data, controls, laws, contracts and technology. Treat examples and calculators as educational planning aids, then validate changes against your own requirements.
Automate the routine
Validation, copying, routing and straightforward decisions can often be automated.
Keep people for ambiguity
Novel exceptions, conflicting evidence and high-impact decisions benefit from accountable human review.
Design the handoff
An escalation should tell the reviewer why the case was escalated, what data was checked and what decision is needed.