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AI agent for process improvement analysts

Improvement Benefit Verification Agent

Verified project benefits at 30, 60 and 90 days

MonitoringAnalysisOperations
See how it worksGet access
Improvement Benefit Verification Agent: what goes in, what the agent does and what you get

What it does

After an improvement project, the expected savings often fade or were never real, and nobody checks. This agent takes the project's baseline and target metrics and pulls the same metrics after the change at set points, such as 30, 60 and 90 days. It confirms the data uses the same method as the baseline. It compares results with the baseline and adjusts for volume, using savings per unit when volume changed a lot. If the gain is below target, it looks for causes, such as staff going back to the old way, drafts a follow-up action and rechecks at the next checkpoint. It drafts a benefit report. The improvement analyst approves reported savings before they go to finance.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Checkpoint date 2 USES A TOOL Pull current metrics 3 CHECKS THE RESULT Was the metric measured the same way as thebaseline? If not: rebuild the measure with the baseline method.Back to step 2. 4 DOES Compare with baseline, adjusted for volume 5 CHECKS THE RESULT Is the gain at or above target? If not: look for causes, draft a follow-up action andrecheck at the next checkpoint. Back to step 2. 6 DOES Calculate savings for finance 7 DOES Draft benefit report 8 YOU APPROVE Analyst approves reported savings 9 RESULT Verified benefit record
Read the steps as a list
  1. Checkpoint date
  2. Pull current metrics
  3. Was the metric measured the same way as the baseline?If not: rebuild the measure with the baseline method. Back to step 2.
  4. Compare with baseline, adjusted for volume
  5. Is the gain at or above target?If not: look for causes, draft a follow-up action and recheck at the next checkpoint. Back to step 2.
  6. Calculate savings for finance
  7. Draft benefit report
  8. Analyst approves reported savingsThe agent waits here for your OK.
  9. Verified benefit record

How it decides

It compares like-for-like metrics adjusted for volume and flags any gain under target.

  • Use same calculation as baseline
  • Adjust for volume
  • Target missed twice means project review

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checkpoints
  • Metrics
  • Volume adjustment
  • Report format

What keeps you in control

It always asks you first

  • Reporting savings to finance

Hard limits

  • Never reports unverified savings

It stops when

  • Done: 90 day benefit verified
  • Stop: data source changed; ask for mapping

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAn invoice process aimed to cut handling time from 12 to 7 minutes. At the 30 day checkpoint it was 9 minutes, so the target check failed. The agent found one team of 6 still using the old form and drafted a training action, which the lead approved. At 60 days it measured 7.2 minutes. The analyst approved savings at the per-unit rate.

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