Level 4 -
Identifying, designing, and delivering practical improvements in how work gets done across business functions, using AI and automation.
Reference: OCC1512
Status:
SOC 2020 sub unit groups:
Sandbox, Go Live Experts, Artemis Clarke, Castelle Group, Sammons Group, ArtStory, Puddle Jumpers, Wrencon, Kettell Windows, Green Electrical & Maintenance, Reel Films, Delaware Manor, Nostos Catering, Amigo Partners, Bioasis, ICE Electronics, Clever IT, EastEnd Prints, Gridlines, T5 Digital
This occupation is found in a wide range of sectors and organisations that rely on digital tools, online systems, and data-driven processes to operate efficiently. Employees in this occupation support improvement wherever digital workflows exist and are typically embedded in operational teams, working in digital support roles, or in change delivery functions. They may also be employed by consultancies or service providers helping organisations optimise internal and customer-facing processes.
The broad purpose of the occupation is to enhance productivity, streamline processes, and support continuous improvement through the safe and responsible use of automation, integration, and AI tools. They understand, select, and implement digital solutions to address inefficiencies in existing systems. Their work is focused on solving real-world challenges that slow down business operations such as manual tasks, duplicated data entry, unintegrated tools, and inefficient workflows. They play a key role in unlocking time and cost savings supporting organisations to realise the potential for AI, automation and digital solutions to improve efficiency, accuracy or productivity.
In their daily work, an employee in this occupation interacts with internal stakeholders across a variety of teams such as operations, service delivery, customer support, or finance, depending on the organisation. They may also engage with external suppliers or digital tool providers to implement new systems or assist with integrations. They report to team leaders, service managers or project owners and work closely with colleagues to analyse and support existing ways of working. They use communication, collaboration, and feedback skills to align their automation work with wider organisational goals.
An employee in this occupation will be responsible for identifying opportunities to improve workflow efficiency and productivity using digital tools. They will analyse current systems and processes, make recommendations utilising low-or no-code solutions including AI-driven automations. They will support with user adoption, facilitating the responsible, safe and ethical use of AI, automation and digital solutions, ensuring they align with organisational policies and user needs.
While they are not expected to lead teams, they are responsible for taking ownership of specific projects or tasks that deliver tangible operational value.
Sandbox, Go Live Experts, Artemis Clarke, Castelle Group, Sammons Group, ArtStory, Puddle Jumpers, Wrencon, Kettell Windows, Green Electrical & Maintenance, Reel Films, Delaware Manor, Nostos Catering, Amigo Partners, Bioasis, ICE Electronics, Clever IT, EastEnd Prints, Gridlines, T5 Digital
Identify opportunities for automation to drive operational improvement and cost savings. Advocate for responsible implementation, balancing the pursuit of efficiency with fairness, transparency, and a commitment to supporting workforce wellbeing.
Provide input into the implementation of AI and automation solutions that extend beyond low-or no-code platforms. Collaborate when needed with technical teams such as architects and leads to enable the successful delivery of automation opportunities.
Evaluate available AI, automation tools and platforms.
Facilitate and support with the design and delivery of workshops and solution design sessions.
Simplify processes and design workflows that exploit AI and automation.
Configure and adapt low-or no-code tools to solve problems and drive efficiencies.
Apply AI automation solutions to add value. For example, chatbots, summarisation, and automation platforms such as cloud SaaS and PaaS services.
Develop, document and test integrated digital workflows. Produce documents to meet audience requirements such as technical and end-user materials.
Keep colleagues, stakeholders and line managers informed on progress.
Provide training and or user guides for adopted tools, adapting content and format to audience needs.
Support teams with change management and adoption activities.
Monitor and refine automations incorporating feedback from end- users to improve.
Measure and report on productivity, efficiency and value improvement savings.
Ensure personal compliance and support stakeholders with digital ethics, security, and privacy including governance, auditing, explainability, and documentation of decision-making.
Keep up to date with AI automation trends, opportunities, and risks to inform current and future practice.