The method

Two passes, one system.

Structure tells you what the organization is. Flow tells you how work moves through it. Together they tell you what to change first.

We call the methodology the Helix: two strands twisted together, and four artifacts that compose it. A function under AI cannot be read through one lens, so we read it along two.

FUNCTIONTEAMFLOWROLESTRUCTUREFLOW OF WORK

Two strands, four artifacts. Where they cross is where a decision can be made.

Cut one

Structure

How the function is organized to deploy capacity. The function decomposes into teams, teams into roles. This tells you which teams are still viable as AI changes the volume and nature of the work, and where capability investment should go.

Cut two

Flow

How work actually gets produced. Critical workflows, often crossing several teams. This tells you what the future-state workflow looks like, where humans hold decision authority, and where exceptions route.

The two cuts cross-check each other. If the structural view says a team is core but its workflow evidence shows the work is mostly AI-handled, that contradiction surfaces instead of being averaged away. That cross-check is the reason both cuts exist.

Workflows, left to rightTeams, top to bottom

A workflow crosses teams. A team sits across workflows. The role is the square where both meet.

The four blueprints

What we actually produce.

Four structured artifacts, produced in a defined order. Together they are the evidence every decision traces back to.

The function as a portfolio of teams
Effectv.THE HELIX · FUNCTIONDNADemand Planning · Thor Tyres (India, replacement market)Illustrative sample data · fictionalTeam PortfolioEvery team carries a structural verdict + Type A/B + dimension scores. The severe verdicts are hardest to lock, by design.Demand Planning and ForecastingTeam ID: T-DP1 · Headcount 12–20 · Archetype: FunctionalVIABLEStatus:preliminaryTYPE— (not applicable to Viable)URGENCY TIERNear-term (12–36m)DIMENSION SCORES (rapid HAS scan)Task survival4 / 5Most task-time survives after cleansing/modelling automate.Human anchor5 / 5Consensus-number ownership is a defensible H5 zone.AI-capability timeline3 / 5Core automation gated on the Phase-0 data build.EVIDENCE CLASSES · 2 (two-source rule satisfied)function-head interviewartifact / system dataVERDICT RATIONALEWork survives and gains from AI. Team remains; effort shifts fromcleansing and modelling to judgment and consensus.RESPONSEFull redesign around AI. Capacity redeployed to override quality, consensus, the data agenda.Planning Analytics and Data SupportTeam ID: T-DP2 · Headcount 2–3 · Archetype: EnablingTRANSITIONALStatus:preliminaryTYPEB — radical compressionWork stays; the headcount required to do it collapses.URGENCY TIERNear-term (12–36m)DIMENSION SCORESTask survival2 / 5Manual data-prep compresses after the data foundation lands.Human anchor2 / 5Some governance and AI-supervision judgment remains.AI-capability timeline3 / 5Compression follows the data build; near-term.EVIDENCE CLASSES · 1function-head interview⚠ Cannot lock — needs a 2nd independent classVIABILITY HORIZON (triggers, not dates — D4)• Phase-0 data foundation live• Automated cleansing in productionRESPONSETime-bounded transition with re-skilling toward data governance and AI supervision.Two-source rule (D7): no verdict locks on 1 evidence class. Fragmenting/Eliminating: task-level disposition scan required before lock (D2).Frame everything at the level of the work. Never a statement about a person.
Effectv.THE HELIX · TEAMDNADemand Planning and Forecasting · Thor TyresIllustrative sample data · fictionalTeam signaturesSurface area (what share of effort can shift to AI) and the handoff-loss map (where work waits and degrades between roles). Neither is visible from a single role.Surface areaEffort-weighted distribution across the HAS scale. Two views: today, and where it can go.TODAYAutomatable 0%(H1–H2, AI-led)Augmentation 87.5%(H3–H4, AI-assisted human)Human 12.5%(H5 only)ADDRESSABLE (after redesign, gated on the data build)Automatable 58.3%(H1–H2)Aug 29.2%(H3–H4)Human 12.5%(H5, pinned)0% → 58% automatable · human core pinned at 12.5%Almost none of the work is AI-led today. The addressable design moves ~58% to AI-led while theconsensus (task 13, H5) stays human by design. The gap is the story a leader acts on.CONCENTRATION MAP · BY WORKFLOWwf-1 Monthly demand forecastingHolds 100% of the team's surface. The concentration is where the redesign lives.58.3% AI-led addressableMETHODWeight = frequency × effortShare × headcount(ownerRole), normalized.Human core is H5 only. H4 = augmentation (human leads, AI assists).CONFIDENCENEEDS VALIDATION — effortShare and headcount are Pass-1 estimates.Handoff-loss mapEvery seam scored on lossSeverity × count(lossModes). Eliminating a bad handoff kills delay, rework, and coordination cost at once.RANKFROM → TOSCORELOSS MODESBOUNDARY1Area Sales Manager → Demand Plannerwhat passes: field/secondary-sales demand signal · mechanism: async doc · latency: days, often late6delay · info-fidelityEXTERNALThe wf-2 → wf-1 cross-team seam. Field signal often lost or stale by the time it reaches planning.2Demand Planner → Production Plannerwhat passes: consensus SKU-region forecast · mechanism: system event · latency: hours2context-lossEXTERNAL3Demand Planner → Logistics / Deploymentwhat passes: deployment / safety-stock view · mechanism: system event · latency: hours1delayEXTERNALTOP SEAM · WF-2 → WF-1This is the same seam the workflow view flags independently as its highest-risk handoff.Consistency across the team and flow tiers is a good sign the analysis holds together.All 3 external seams → promotion candidates for the function tier.BUS-FACTOR · SEPARATE SIGNATUREStatistical forecasting capability: 2 carriers · coverage risk Medium.A critical capability sitting on too few people. Invisible to any single role view —only the graph shows fragility.Derived signatures: surfaceArea and handoffLossMap are computed from the team graph, never hand-authored. Bus-factor is a third signature per capability bucket.
Effectv.THE HELIX · FLOWDNAwf-1 Monthly demand forecasting and consensus · Thor TyresIllustrative sample data · fictionalThe workflow, step by step — current → futureEach segment scored on HAS both now and after redesign. At least one step must be pinned H5→H5 (the human boundary the design deliberately keeps).HAS SCALE (higher = more human)H1–H2 AI-ledH3–H4 augmentationH5 humanS1CleansehistoryH4H2120 → 20 hrsS2StatisticalbaselineH4H256 → 10 hrsS3FieldsignalH4H332 → 8 hrsS4MarketoverridesH4H440 → 28 hrsS5ExceptionadjudicationH4H248 → 14 hrsS6RunconsensusH5H5Pinned humanS7Publish +accuracyH4H120 → 3 hrsThe human boundary,by design.Capacity release · the arithmeticEvery number visible. No hidden multipliers. Team-hours, not per-person.INPUTSHours per cycle · current372Hours per cycle · future123Cycles per year12Working year (annual capacity hours basis)1,800FORMULA(372 − 123) × 12 ÷ 1800 = 1.66 FTE releasedDISPOSITION · SCOPE NOTETeam-hours across the roles named per step, not per-planner. One national cycle a month;no per-region parallelism to multiply. Redeployed to override quality, consensus, and the dataagenda. Not a cut.ROI band · annualPer workflow. Always a range. Every assumption named.RANGE (INR crore / year)₹ 6 – 15lowhigh615DESIGN ESTIMATE ONLYDISCIPLINE FIELDS (Seed v7 · D5)Volume stanceconstant · 12 forecast cycles/yr, calendar-driven, no evidence of induced demandSensitivity±20% cycle count → ±20% band · ±1 HAS on boundary steps → ±30% bandComparables0 external cited → treated as design estimate only,capped as upper-bound sensitivity (illustrative sample rule)Never a point. Never per-role. Never presented without volume stance and sensitivity.Every future-state hour traces to a specific step and a specific agent design. Every capacity claim in the readout traces to this rollup. This is where the money lives.
Effectv.THE HELIX · ROLEDNADemand Planner · Thor Tyres · Professional · Individual contributorIllustrative sample data · fictionalThe atom — every task scored on the Stanford Human Agency ScaleHigher = more human. Two axes per task: who produces the output, and who must own it. When they diverge, ownership wins.Task inventory · 18 tasksEvery task carries current HAS, target HAS, effortShare, and a rationale. Below shows current HAS.#TASKCATEGORYFREQHAS01Cleanse and reconcile demand historyOperationalMonthlyH402Select and tune forecasting modelsAnalyticalMonthlyH403Generate the statistical baseline forecastAnalyticalMonthlyH404Demand sensing from secondary-sales/POSAnalyticalWeeklyH405New-product and launch forecastingAnalyticalEventH406Promotion and event uplift modellingAnalyticalMonthlyH407Apply market-intelligence overridesAnalyticalMonthlyH408Forecast exception detection + adjudicationOperationalWeeklyH409Forecast accuracy and bias trackingAnalyticalMonthlyH410Root-cause error diagnosisAnalyticalMonthlyH411Portfolio segmentation (ABC-XYZ)AnalyticalQuarterlyH412Prepare the S&OP demand packCollaborativeMonthlyH413Run consensus alignment with SalesCollaborativeMonthlyH514Reconcile demand with supply / inventoryCollaborativeMonthlyH415Maintain planning master data + parametersOperationalMonthlyH416Document forecast assumptions + rationaleOperationalMonthlyH417Manage product phase-in and phase-outAnalyticalEventH418Contribute to model governance and CIOverheadQuarterlyH4★ TASK 13 · PINNED HUMAN BY DESIGNRelationship-led negotiation across sales and supply. AI prepares the comparison and theevidence, but the consensus conversation and the commitment are fully human. Cannot driftbelow H5 while human accountability for the number stands.Skill spider · required proficiency (1–10)Eight capability buckets. Required depth for a "Professional" Demand Planner.Forecasting7S&OP6Data/Sys6Commercial6AI fluency4Cognitive7Influence6Self-Mgmt61073READ ALONGSIDE THE BEHAVIORAL DESCRIPTOR"7" for Forecasting means: "selects and tunes the right model family foreach demand pattern, and defends the choice with error metrics rather thanhabit." The number is shorthand for the behavior — the behavior is the truth.Not a job description. Every task carries an AI-augmentation profile and a target HAS; the atom every other artifact composes from.

The four artifacts as they are actually built. Values shown are from a sample engagement.

FunctionDNA

The function as a portfolio of teams: cross-team value flows, the operating model, where capability sits, and a viability verdict for each team.

TeamDNA

The team as a work system: what it owns, how work moves through it, what it can deliver, and where AI changes the load.

FlowDNA

One workflow end to end: every step, current and future state side by side, where the hours go, who decides what, and the ROI band with its assumptions.

RoleDNA

A role at task grain: outcomes owned, decisions made, every task scored, the capability profile that follows. The proof drawer behind a number, not the pitch.

The scale

Every task is scored on the Stanford Human Agency Scale.

The scale is Stanford's, from the WORKBank research — not ours. What is ours is applying it at task grain across four levels of an organization and driving decisions with it. Higher always means more human agency, not less.

Nor human nor machine

H1 AI does it aloneH2 AI does it, person spot-checksH3 AI and person share itH4 Person leads, AI helpsH5 Fully human

The more AI carries at the low end, the more valuable the fully human work becomes. That is what makes the scale a design tool rather than a scoreboard: it shows you which work to move, and which work to invest in.

In practice

What actually changes, step by step.

This is the output the whole method exists to produce: a workflow as it runs today, and the same workflow after the redesign, with every step scored. Press run and watch where AI takes the load — and where it does not.

Today

    Stays human, on purpose

    Four workflows from our sample engagements. The score is the Stanford Human Agency Scale — the fuller the mark, the more of the step is human.

    Order of work

    The structural picture is finished last, not first.

    The first pass starts with a scaffold of the function from leadership interviews — a starting picture, not a verdict. Then the workflow and team evidence is produced in parallel, and it revises the scaffold. Only then are the team verdicts and the future operating model locked.

    The second pass produces role-level detail, and only for roles that sit on teams confirmed viable or transitional and that operate a workflow we analyzed. That rule keeps the analysis pointed at work that will still exist.

    The matrix view of structure crossed with workflow is not novel to us — it is established in operations practice, and the recent consulting consensus has converged on it. Our contribution is turning it into structured artifacts that hold up under challenge, re-use across functions, and stay current as AI capability moves.