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EverythingAutomate

Sheet 03 — Automate

The reading, the drafting, the records

Machines are good at reading portals and producing a first draft, and bad at deciding. The engineering is in where you put the line between those two, and in proving the new path matches the old one before anyone trusts it.

  • GatesHuman
  • Standards4
  • Steps5
  • TrailDefault

Title blockASG-03

Sheet
03 of 05
Discipline
Software / process
Output
A running process
Runs
3 to 10 weeks
Ends in
Keys and source

What you get4 things, handed over

  • A process that runs itself and keeps a record
  • Bots that read the portals so nobody has to
  • A model that drafts, and a human gate where judgement belongs
  • A trail of who decided what
The human gate, and the parallel run that decides the cutoverFig. ASG-03
The human gate, and the parallel run that decides the cutoverWhere the human sits, and how the cutover is decided. Machine work runs left to right — read the sources, extract, draft — and stops dead at the gate, which is a person approving an output before it becomes a commitment. Underneath, the old process runs in parallel against the same inputs, and the two record sets are compared. The parallel run is what decides the cutover, not the deadline: nobody switches on faith, and the comparison is the evidence that they do not have to.MACHINERead the sourcesExtractFirst draftGATEHUMANCommitmentOLD PROCESS — SAME INPUTSSpreadsheetEmail chainThe one personRECORDS MATCH?Cut overNO — GO BACK AND FIX ITTHE PARALLEL RUN DECIDES THE CUTOVER. NOBODY SWITCHES ON FAITH.

Where the human sits, and how the cutover is decided. Machine work runs left to right — read the sources, extract, draft — and stops dead at the gate, which is a person approving an output before it becomes a commitment. Underneath, the old process runs in parallel against the same inputs, and the two record sets are compared. The parallel run is what decides the cutover, not the deadline: nobody switches on faith, and the comparison is the evidence that they do not have to.

How it runsautomate5 steps · 2 decisions

  1. Watch the process as it is

    The spreadsheet, the email chain, the person who remembers the exception. All of it counts.

  2. Draw the line

    Mechanical work moves to the machine. Judgement stays with a person.

    DecisionWhat must a human still approve? Getting this wrong is how automation loses trust.

  3. Build the smallest thing

    The narrowest change that removes the manual step, not the platform someone could imagine.

  4. Run both in parallel

    Old process and new one together until the records match. Nobody switches on faith.

    DecisionCut over, or go back and fix it. The parallel run decides, not the deadline.

  5. Hand over the keys

    Source, documentation, and deploy control. You should be able to fire me without losing the system.

What this covers6 areas, and where each one bites

  • Human gatesEvery output a machine produces stops at a person before it becomes a commitment. Automation that hides its reasoning gets switched off the first time it is wrong.
  • Audit trailWho decided what, when, on what input. By default, not as a feature someone remembers to enable.
  • Parallel runOld process and new one against the same inputs until the records agree. The comparison decides the cutover.
  • Portal readingBots watch the federal, state and subcontracting boards daily, so no opportunity depends on someone remembering to look.
  • Data lineageA number in a report is only useful if someone can trace it back. Sources and transforms written down, not implied.
  • The keysSource, documentation and deploy control in your account. You should be able to fire me without losing the system.

Models draft and bots read. Neither signs anything. Every commitment on a machine-produced output carries a human name, and the trail records whose.

The opinion behind it

Automation that hides its reasoning gets switched off the first time it is wrong. Record who decided what, and it survives.

What holds this workstandards we know, not certifications we hold

  • Human sign-offNo machine output leaves as a commitment without a person approving it. This is a design rule, not a setting.Every output
  • Audit trailInput, decision, decider and time recorded by default, in a form an auditor can read.Every run
  • Parallel runThe new path and the old one against the same inputs until the records match. No cutover on faith.Before cutover
  • Your existing stackBuilt into the tools you already pay for, wherever that is possible, rather than one more subscription.Where it can be

Where it stopsan empty row is work this firm does not take

Reading the portals
Reading the portals — Machine: yes
Reading the portals — Human gate: no
Reading the portals — Recorded: yes
Extraction and mapping
Extraction and mapping — Machine: yes
Extraction and mapping — Human gate: no
Extraction and mapping — Recorded: yes
First draft
First draft — Machine: yes
First draft — Human gate: yes
First draft — Recorded: yes
Approval
Approval — Machine: no
Approval — Human gate: yes
Approval — Recorded: yes
Submission
Submission — Machine: no
Submission — Human gate: yes
Submission — Recorded: yes
Signature
Signature — Machine: no
Signature — Human gate: yes
Signature — Recorded: yes
Output sent unreviewed
Output sent unreviewed — Machine: no
Output sent unreviewed — Human gate: no
Output sent unreviewed — Recorded: no

What that covers

Capacity

The machines are the capacity. Bots read every portal daily, models take the first pass at anything document-heavy, and what arrives at a person is already sorted — which is how one engineer covers ground that would otherwise need a desk of people.

What does not scale is the deciding, and it is not meant to. The gate is the product.

How the work gets doneevery engagement, every page

  1. Bots read the portals

    SAM, the state portals and the subcontracting boards, every day, so no opportunity depends on someone remembering to look.

  2. Models do the first pass

    The reading, the mapping and the first draft of document-heavy work, where a machine is fast and tireless.

  3. A person decides and signs

    Every judgement call, every commitment and every signature is human, and the record says who.

  4. One engineer, fixed scope

    You get the person you evaluated, on a scope agreed before the work starts, and no invented follow-on.

How you can hire mescope is agreed first; price is a conversation — the scope sheet

  • On retainer

    A senior quality lead a few days a month, holding the program and reachable when something goes sideways.

  • Fixed scope

    A defined look at one problem, a defined amount of time, a written answer. No obligation after.

  • By the hour

    An hour with someone who has built the thing you are asking about. Straight answers, no deck.

Start a conversationStraight answer, no deck. What it takes to start.

One standard, more than one verbwhy these are four sheets and not four firms

  • NQA-1NQA-1 — Build: we write toNQA-1 — Prove: we write toNQA-1 — Automate: does not applyNQA-1 — Win: does not apply
  • 10 CFR 50 App. B10 CFR 50 App. B — Build: we write to10 CFR 50 App. B — Prove: we write to10 CFR 50 App. B — Automate: does not apply10 CFR 50 App. B — Win: we write to
  • ISO 9001ISO 9001 — Build: we write toISO 9001 — Prove: we write toISO 9001 — Automate: does not applyISO 9001 — Win: does not apply
  • CMMC Level 2CMMC Level 2 — Build: we write toCMMC Level 2 — Prove: we write toCMMC Level 2 — Automate: does not applyCMMC Level 2 — Win: we write to
  • NIST SP 800-171NIST SP 800-171 — Build: we write toNIST SP 800-171 — Prove: we write toNIST SP 800-171 — Automate: we write toNIST SP 800-171 — Win: does not apply
  • WCAG 2.1 AAWCAG 2.1 AA — Build: does not applyWCAG 2.1 AA — Prove: we write toWCAG 2.1 AA — Automate: does not applyWCAG 2.1 AA — Win: we write to
  • Section 508Section 508 — Build: does not applySection 508 — Prove: we write toSection 508 — Automate: does not applySection 508 — Win: we write to
  • FARFAR — Build: does not applyFAR — Prove: does not applyFAR — Automate: does not applyFAR — Win: we write to
  • Audit trailAudit trail — Build: we write toAudit trail — Prove: we write toAudit trail — Automate: we write toAudit trail — Win: we write to

Audit trailThe one line that crosses all four. Every practice here ends in a record of who decided what, because none of the others survive without it.