Situation

A regional bank struggled to document RCA/Problem Management (PM) reports — coordination, data collection, and authoring were fragmented and repetitive. On average, each RCA/PM report consumed ~40 people‑hours across multiple sessions and contributors.

Task
  • Reduce barriers to adoption by eliminating friction in data collection.
  • Shorten the time‑intensive RCA/PM review cycle.
  • Simplify multi‑team coordination so documentation is consistent and complete.
Action
  • Mapped and formalized the end‑to‑end RCA/PM process flow.
  • Built standardized templates and intake forms to normalize evidence and findings.
  • Developed a generative AI agent to:
    • Grade reports against best‑practice rubrics,
    • Create/draft new reports from structured inputs, and
    • Coach teams on RCA/PM principles and procedures.
Result

Delivered a packaged, structured deployment of the RCA/PM Agent, including: knowledge corpus, operating instructions, guidelines, procedures, documentation, and configuration steps — a complete, repeatable deployment kit.

Return

Reduced effort per RCA/PM from ~40 people‑hours to ~3 people‑hours — a 92.5% improvement. The program’s goal continues to be fewer people and less time required per report.

Yield

Why it matters: time. By identifying high time‑intensive tasks and using automation + AI agents to streamline them, teams practice PIM (“Person in the Middle”) programming — extending human reach rather than replacing it. Across candidate workflows, agents target 30–45% effort reduction, freeing time to reinvest in enterprise improvements.

Overview