STEP 1
Measure
Collect clean data before forming an opinion.
AI Agents: lead flow, close rate, cost per loan
Plant: SPC, MSA
Market: TPO, volume, gamma
STEP 2
Find the cause
Separate signal from noise. Ask why until the answer stops changing.
AI Agents: too few leads, slow follow-up
Plant: 8D, Ishikawa
Market: auction context
STEP 3
Write the rule
Turn the finding into a rule anyone can follow the same way twice.
AI Agents: agent workflow with guardrails
Plant: control plan
Market: playbook
STEP 4
Execute
Follow the rule with fixed risk. No improvising mid-process.
AI Agents: 24/7 agents, human sign-off
Plant: work instructions
Market: sizing, stops
STEP 5
Review
Audit results against the standard and close the loop.
AI Agents: KPI dashboard, audit log
Plant: process audit
Market: journal, expectancy