CCAO-F Prep0/30
Lesson 4.2 · D4 Workflow Integration & Solution Design · 5 min

Use Claude for research, planning and process optimisation

Claude is strong at structuring the work; evidence and decisions still come from real data and people.

What the exam tests

Distinguishing appropriate planning support from fabricating evidence or delegating decisions.

Key ideas

Good uses
Research plans, interview and survey questions, hypothesis trees, comparison frameworks, stakeholder maps, discussion prompts, summaries of pre-reading.
Outputs are hypotheses
Bottlenecks or options Claude identifies from a description of a process must be tested against data and with the people who run it.
Never fabricate evidence
Don't let Claude write customer quotes, survey answers, benchmark data or case-study results to fill gaps.
Decisions stay with people
Market entry, programme mergers, budgets and closures are leadership decisions informed by the work, not outputs of it.

Common traps

  • Putting Claude's estimated figures straight into a business case.
  • Treating a well-structured suggestion as validated.
Remember

Claude structures and drafts; data and people confirm and decide.

Practise D4 questions