The 5P Framework for Enterprises

Purpose-led transformation, not technology-first implementation

KITE

Knowledge Integrated Task Engine

KITE is the AI engine we build using the knowledge captured during the 5P Framework—specifically in the Procedure phase. It's trained on your team's expertise and takes over machine work so humans can focus on human work.

What it is

An AI-powered automation engine trained on your organisation's captured knowledge and decision-making patterns

What it does

Handles routine, repeatable tasks automatically while routing exceptions and complex decisions to humans

Why it works

Built on real expertise from your people, not generic AI models. Purpose-designed for your specific workflows and processes

Why Most Transformation Fails

Because they start with the wrong question. They ask "what can we automate?" We ask "what should humans uniquely do?"

Traditional Approach

1. Buy AI tool

2. Find tasks to automate

3. Deploy and hope

4. Watch adoption fail

5. Blame the technology

5P Framework

1. Define purpose first

2. Document reality

3. Redesign for humans

4. Build AI engines

5. Measure human elevation

The 5P Framework: Enterprise Edition

1. Purpose: Define Human vs Machine Work

Not "what can we automate" but "what should humans uniquely do."

What We Do:

  • Workshop with leadership: Define your competitive advantage
  • Identify work that creates strategic value vs operational necessity
  • Map human capabilities you want to develop vs tasks to eliminate
  • Create explicit "human work" and "machine work" definitions

Typical Insights:

Human Work

  • Client relationship building
  • Strategic problem solving
  • Creative solution design
  • Complex negotiation
  • Mentoring and development

Machine Work

  • Data entry and transfer
  • Status updates and reporting
  • Meeting scheduling
  • Document formatting
  • Routine approvals

Output: Purpose Statement defining your organisation's philosophy on human-machine division of labour

2. Position: Map Current State Reality

Not the org chart version. Not the "how it should work" fantasy. The brutal truth of what actually happens.

What We Do:

  • Shadow your key employees for actual workflow documentation
  • Map every handoff, every waiting period, every workaround
  • Identify "Shadow IT" - the tools people built because systems don't work
  • Document institutional knowledge trapped in people's heads
  • Measure time spent on each task category

What We Typically Find:

60-70%

of time spent on routine tasks that could be automated

40-50%

of processes exist because systems don't talk to each other

30-40%

of employee expertise never captured or transferred

Output: Current State Documentation with workflow diagrams, time analysis, and bottleneck identification

3. Process: Redesign for Human Elevation

Don't automate bad processes. Redesign work so humans do what humans do best.

What We Do:

  • Eliminate handoffs that exist only because of system limitations
  • Remove waiting periods where work sits in queues
  • Redesign approval flows from hierarchical to algorithmic where appropriate
  • Create knowledge capture systems that extract expertise from experts
  • Design exception handling that elevates edge cases to human judgment

Process Redesign Principles:

Continuous Flow

Work moves without human handoffs unless human judgment adds value

Exception-Based Work

Humans only see items that require judgment, not routine confirmations

Single Source of Truth

Information entered once, used everywhere - no manual transfers

Output: Future State Process Design showing human decision points and automated flows

4. Procedure: Build AI Engines

Now—and only now—we build the technology. Because we know what problems we're solving.

What We Build:

  • Knowledge capture systems that extract expertise from your best people
  • Process automation that handles routine work end-to-end
  • Integration layers that make your systems talk to each other
  • Decision engines that apply consistent logic to routine choices
  • Exception detection that routes edge cases to humans

Technology Approach:

We don't sell specific tools. We architect solutions using:

Your Existing Systems

Integrate what you have. Replace only what's truly broken.

Best-Fit AI Tools

Choose technology based on your specific processes, not vendor hype.

Output: Working automation engines, integrated systems, and knowledge capture frameworks

5. Performance: Measure Human Elevation

Success isn't cost savings. It's humans doing more valuable work.

What We Measure:

Operational Metrics

  • Hours freed from routine work
  • Process cycle time reduction
  • Error rate improvement
  • Handoff elimination

Strategic Metrics

  • Time on high-value activities
  • Innovation capacity increase
  • Client interaction time
  • Strategic project completion

Human Metrics

  • Employee satisfaction scores
  • Skill development progress
  • Retention rates
  • Internal mobility

Output: Performance dashboard tracking operational efficiency, strategic capacity, and human fulfillment

Building the KITE: Knowledge Integrated Task Engine

KITE is the AI engine we build using the knowledge captured in the 5P Framework. It takes over machine work so humans can focus on human work. Here's how we build it over 16-26 weeks:

Phase 1: Knowledge Capture

Weeks 1-6

Extracting expertise from your people to feed the KITE

  • Document institutional knowledge from experts
  • Map decision logic and reasoning patterns
  • Capture process variations and edge cases
  • Identify what can be systematized vs requires human judgment
  • Build knowledge base that will power the AI engine

Milestone: Knowledge ready to train the KITE engine

Phase 2: System Integration

Weeks 7-12

Connecting your systems so KITE can access and move data

  • Design integration architecture
  • Build API connections between systems
  • Create automated data flows
  • Eliminate manual data transfers
  • Establish single source of truth

Milestone: Systems connected, ready for KITE to orchestrate

Phase 3: Engine Build & Training

Weeks 13-18

Building and training the KITE engine on captured knowledge

  • Build AI engine using captured knowledge
  • Train KITE on decision patterns and logic
  • Create exception routing to humans
  • Implement automated workflows
  • Test accuracy and refine

Milestone: KITE engine operational, handling routine work

Phase 4: Deployment & Adoption

Weeks 19-24

Rolling out KITE and training your team to work with it

  • Deploy KITE engine to production
  • Train teams on working with KITE
  • Monitor adoption and performance
  • Refine based on real-world usage
  • Transfer management to internal team

Milestone: KITE running independently, team self-sufficient

Transformation Maturity Ladder

Where does your organisation sit on the journey from chaos to KITE-powered operations?

Level 4: KITE Mastery

Characteristics: KITE engine running autonomously, continuous optimisation, self-sufficient teams

Capabilities: Extend KITE to new processes, scale across departments, measure human elevation, evolve the engine internally

Timeline: 18-24 months post-transformation start

Level 3: KITE Operational

Characteristics: KITE engine handling routine work, exception-based human work, reduced operational burden

Capabilities: Monitor and maintain KITE, handle exceptions effectively, identify new automation opportunities

Timeline: 12-16 months post-transformation start

Level 2: Systems Integrated

Characteristics: Systems connected, data flowing automatically, foundation ready for KITE

Capabilities: Single source of truth, automated reporting, ready to deploy AI engine

Timeline: 6-8 months post-transformation start

Level 1: Knowledge Documented

Characteristics: Documenting processes, capturing expertise, mapping workflows to feed KITE

Capabilities: Know what you have, understand current state, ready to train AI engine

Timeline: Starting point for most organizations

Level 0: Unstructured

Characteristics: Knowledge trapped in people's heads, no documentation, reactive operations

Capabilities: Firefighting mode, no systematic approach, high dependency on individuals

Action needed: Start with Executive Strategy Session to assess readiness and begin knowledge capture

Assess Your Maturity Level

Ready to Apply the 5P Framework to Your Organisation?

Start with an Executive Strategy Session to see where you are and map where you're going.

Book Strategy Session