Branch Data Trust Compass

This workflow helps operators (and busy leaders) turn “looks fine” branch numbers, conversations, and event streams into decisions you can stand behind. It uses a knowledge-backed assistant first, then offers decision-shaped routes that teach quick reliability checks—before a meeting locks in a confident wrong conclusion.

Pick the situation you’re in (e.g., comparing branches, spotting dirty signal, or deciding whether to trust automation). You’ll get a short, practical playbook that favors judgment and checks over jargon, with a clear path to handoff when the signal is too risky to wing.

• Knowledge-first responses with routing fallback, so common questions get answered fast without losing escalation options.
• Button-based menu that maps to real decision moments (branch comparisons, dirty data, attribution, automation vs. judgment).
• “Trust tests” that call out polished noise (good-looking dashboards, suspicious step-changes, and overly clean funnels).
• Operator-ready guidance: what to verify, what to measure next, and what usually breaks first.
• Optional handoff to an Analytics team when the signal needs human review.

1. User Input starts the workflow when someone asks about branch signals, research, or decision-readiness.
2. Knowledge Assistant attempts to answer using your existing knowledge base; if it can’t, it falls back to routing.
3. Choose what you’re deciding presents a button menu of common signal/decision scenarios.
4. Based on the selected button, the workflow delivers a targeted playbook:
   1. Which branch numbers deserve trust → a quick trust rubric and “too neat to be true” checks.
   2. Spot dirty signal before it derails a meeting → early-warning patterns and what to validate first.
   3. Automation vs human judgment → when to accept the model and when to slow down.
   4. Messy evidence into usable insight → how to simplify without scrubbing away the truth.
   5. Comparing branches & attribution traps → what teams misread and how to sanity-check.
   6. Build a signal culture (not just slides) → norms and routines that produce decisions.
   7. Talk to Analytics → hands off to a human team for deeper review.

• No credentials are required.
• (Recommended) A populated Calypso knowledge base covering your branch KPIs, definitions, and data collection quirks so the Knowledge Assistant can answer more requests before routing.
• If you use the Talk to Analytics handoff, ensure your Analytics department exists in your support/routing setup and operators know the expected response time.