Task decision checker

Should you outsource this task or automate it?

Answer eight questions about one task. You will get a practical path: automate one step, use AI with review, hand off a narrow task, or keep it with the owner for now.

This is a planning aid, not a promise of savings, security, or success. Score the task as it works today.

Questions8

Score one task across rules, judgment, exceptions, review, and access.

Possible paths4

Automation, AI with review, offshore support, or owner-only work.

Proof policyNo promises

The result suggests a small test. It does not guarantee speed, quality, or savings.

Check one task

Pick the answer closest to today.

Do not score a future process that has not been written or tested. Customer promises, money, sensitive data, broad access, and missing review ownership can send the task back to the owner even when other answers look safe.

0 of 8 answered
Question 1: RepeatabilityHow repeatable is the task?
Question 2: JudgmentHow much judgment does good work need?
Question 3: Data sensitivityWhat access does the task need?
Question 4: ExceptionsWhat happens when the normal steps do not fit?
Question 5: Customer promisesCan the task change a customer promise?
Question 6: Error costWhat could a mistake cause?
Question 7: Review needsWho will check the work?
Question 8: System actionWhat can the task change in a live system?

Your answers stay in this browser tab. This tool does not save them.

Four honest paths

A good answer can still be a mix.

Most tasks do not need one big switch. Use a small tool for a stable step, a person for context, and the owner for decisions that carry real risk.

Task path

Automate one small step

The task has stable rules, clean inputs, and mistakes that can be caught or reversed. Test one trigger and one output before automating the whole process.

Before you start
Add tests, failure alerts, a named owner, and a manual fallback.
Check the task rules
Task path

Use AI with human review

A tool may help draft, sort, summarize, or flag the work, but a person still needs to check context and approve the result.

Before you start
Limit the data, review every output at first, and keep final decisions with a person.
Write the review steps
Task path

Hand off a narrow task

The work repeats, but a person must read context, handle normal exceptions, or work inside clear approval limits.

Before you start
Start with a checklist, good examples, limited access, and review of early work.
Check the role risk
Task path

Keep it with the owner for now

The task is unclear, exposed, or tied to decisions that should not move yet. Reduce the scope and write the risky rules before trying again.

Before you start
Define the finished result, approval limits, access, and review owner first.
Document the task
Use the result

Test the smallest useful version.

A narrow test makes mistakes easier to see and limits the access or cleanup needed if the first path is wrong.

  1. Pick one task, not a whole role or department.
  2. Answer all eight questions based on how the task works today.
  3. Read the suggested path and the safety note behind it.
  4. Test a narrow version, then run the checker again before adding scope or access.
You want the side-by-side reasoning
Compare software, offshore support, and a reviewed mix by task rules, exceptions, access, setup work, review load, and failure cost.
Task rules are weak
Check the result, inputs, examples, access, review owner, and stop rules before a person or tool touches the work.
Offshore support may fit
Check customer contact, regulated work, review load, access, scope, and cost before you turn the task into a role.
Access is the blocker
Write account ownership, permissions, approval limits, MFA, review dates, and offboarding rules before sharing access.
The task needs technical help
Plan support for QA, documentation, maintenance, data cleanup, or narrow build tasks while a technical owner keeps architecture and release control.
Mixed or exposed task?

Bring the task, risky decisions, and current access into one review.

A second look can help split the task into a safe tool step, a clear handoff, and owner-only decisions before you spend money or share access.

Build your handoff system

Ready to plan your first offshore role?

Use OutsourcedU to write the role, SOPs, onboarding steps, and weekly review before you hire more people.

Request the plan