Evidence register
Automation intake research methodology
This public record documents the scope, method, and limitations behind IntakeOS research citations used in our automation-intake content. It is designed to make directional internal findings understandable without presenting them as independently audited industry benchmarks.
Published August 26, 2026
Automation Intake Maturity: Aggregated Program Analysis
- Sample
- 200+ enterprise automation programs
- Timeframe
- January 2024–December 2025
- Methodology
- Aggregated review of anonymized intake records and practitioner interviews. Programs were included when they supplied enough intake detail to review candidate quality, rework, and disposition; no random sampling or control group was used.
- Measures reviewed
- Reported intake effort, missing or reworked intake fields, candidate disposition, scope-change indicators, system-fix referrals, and portfolio pipeline volume. Some measures were self-reported by program operators.
Limitations
The sample is a convenience sample of programs engaging in automation-intake work and is not representative of all enterprises. IntakeOS did not independently audit participants' operational or financial results. Ratios and ranges cited from this record are estimates, not universal benchmarks.
Automation CoE Scaling: High-Performing Program Review
- Sample
- 45 enterprise automation centers of excellence identified by reported program maturity and delivery activity
- Timeframe
- January 2024–December 2025
- Methodology
- Comparative review of anonymized program practices and reported delivery outcomes, with interviews used to clarify intake design and governance practices. Programs were selected for review because they reported sustained delivery activity; this is not a causal study.
- Measures reviewed
- Reported intake-investment practices, backlog quality indicators, mid-project rework, and delivered-value estimates. The value-to-intake-investment range is a descriptive ratio from the reviewed programs, not an audited return calculation.
Limitations
Selection favors mature, high-activity programs and cannot establish that structured intake caused the reported outcomes. Reported value and cost inputs were not independently audited, and results should not be used as a business-case forecast.
Citation and update policy
IntakeOS articles that use these records link here at the relevant claim. We update this register when its scope, method, or limitations change. For external research, articles link directly to the original publisher or study owner rather than relying on this page.