Knowledge-Worker Chatbots: Your Wins Are Real. The Missed Value Is Bigger.
Most firms report chatbot gains—faster drafting, cleaner summaries, less grunt work. Good. But if your knowledge-worker outputs aren’t reusable, verifiable, and measured, you’re still below the line.
The lens:
X: Know how → Don’t know how
Y: Know what’s possible → Don’t know what’s possible
The top-right is don’t know & don’t know—maximum missed value.
Where Value Actually Shows Up
Full Value (bottom-left): Teams apply well-known patterns, produce handoff-ready outputs, and hit business targets.
Everywhere else: effort without leverage—polished prose, stalled pilots, or scattered one-offs.
The Executive Problem to Solve
It’s not tooling. It’s an operating system for patterns, templates, verification, and measurement—owned by functions, not IT.
30-60-90, in Business Terms
30: Make it obvious what’s possible
Each function publishes a top-10 pattern gallery (evidence-backed brief, decision path from policy, discovery prep, meeting kit, spreadsheet assistant, risk review).
Leaders nominate one high-volume workflow per function to improve in 30 days.
60: Teach the craft once
Five habits: clear role and objective, constraints, structured outcome (table/checklist), progressive refinement, verification before handoff.
Convert the best chats into templates with examples; store them where people work.
90: Prove business movement
For each workflow, track one metric that matters and report weekly:
Cycle time, error/rework, conversion, backlog, CSAT/ESAT.
Keep what moves the number; rework or retire the rest.
The Metric Menu (steal this)
Sales/CS: discovery prep time, proposal turnaround, win-rate lift on templated proposals, reopen rate.
Marketing/PMM: campaign brief cycle time, revision count, launch defect rate.
Finance: month-end close tasks completed on first pass, variance commentary cycle time.
Legal/Compliance: policy decision throughput, exceptions per 100 decisions, review time.
HR/People Ops: recruiting slate prep time, offer cycle time, policy question deflection.
Report three numbers per workflow: baseline → current → target, plus % of outputs passing verification on first review.
Mini Case (Numbers First)
Customer Service, 8-week pilot
Metric: Average handling time (AHT) for returns.
Approach: Standard “policy-to-decision” pattern with references and a ready-to-send draft.
Results: AHT −41%, reopens −23%, CSAT +6 pts, reviewer first-pass approvals +31%.
Lesson: The model didn’t change; the operating model did.
Antipatterns to Kill
Celebrating time-saved anecdotes without a counterpart metric (quality, rework, throughput).
Proudly showcasing one-off “prompt heroes” instead of shared templates.
Treating chatbots as a personal assistant, not a workflow asset.
Delegating ownership to IT; this is a line-of-business responsibility.
The Close
If your teams can’t point to a handful of named templates that others reuse—and a simple weekly dashboard that shows business movement—you’re not in the Full Value quadrant yet. You don’t need a new platform. You need leadership attention to patterns, ownership, and measurement.
Do this now: pick one workflow per function, publish the pattern, add verification, and move one number in 30 days. Then do it again.