Sources
The Index cites 21 sources. Below is each one, what we use it for, and the caveats a careful reader should know, including when a statistic comes from a vendor, a small sample or an old study. Numbers on entry pages are only ever stated as the source states them.
- A future that works: Automation, employment, and productivity
McKinsey Global Institute. Technical automation potential by activity type: predictable physical 81%, data processing 69%, data collection 64%, unpredictable physical 26%, stakeholder interaction 20%, applying expertise 18%, managing others 9%. About half of all work activities could be automated with demonstrated technology. Our base rates.
- The economic potential of generative AI: The next productivity frontier
McKinsey & Company. Generative AI plus other technologies could automate work activities that absorb 60 to 70% of employees' time. Raised the potential for collecting data (68% to 79%) and processing data (73% to 90.5%). We use this to adjust language-heavy tasks upward.
- Generative AI and the future of work in America
McKinsey Global Institute. Activities accounting for up to 30% of hours worked in the US economy could be automated by 2030. Office support is among the most exposed occupation groups.
- O*NET OnLine occupation task statements and work activities
O*NET Resource Center (US Department of Labor). Task lists for each occupation. We use them to check that each entry's task breakdown matches how the work is actually described, not how a vendor describes it.
- State of Sales, 6th edition
Salesforce. Survey of 5,500 sales professionals in 27 countries. Reps spend 70% of their time on non-selling tasks (72% in the 2022 edition). Self-reported.
- The Short Life of Online Sales Leads (Oldroyd, McElheran, Elkington)
Harvard Business Review. Firms that tried to contact a lead within an hour were nearly 7 times as likely to qualify it as those that waited even an hour longer, and over 60 times as likely as those that waited 24 hours or more. Average first response time in the audit: 42 hours.
- Anatomy of Work Global Index 2023
Asana. Knowledge workers spend 58% of their day on 'work about work': chasing status, searching for information, switching apps. Survey-based.
- How to Improve Your Data Quality
Gartner. Poor data quality costs organisations an average of $12.9 million a year. Enterprise-weighted; small firms lose less in dollars but a similar share of sales time.
- Creating an Exceptional Onboarding Journey for Your New Employees
Gallup. Only 12% of employees strongly agree their organisation does a great job of onboarding new employees.
- Mobile phone messaging reminders for attendance at healthcare appointments (Gurol-Urganci et al.)
Cochrane Database of Systematic Reviews. Text reminders increased attendance compared with no reminder, and performed about as well as phone-call reminders at lower cost. Healthcare setting; the mechanism transfers to sales and service bookings.
- EY survey: Payroll errors average $291 each, impacting the economy
EY (via Business Wire). Survey of 508 payroll staff at US firms with 250 to 10,000 employees. One in five payrolls contains errors; each costs $291 on average; the average organisation makes 15 corrections per pay period.
- Expense Reporting: Global Practices and Pain Points
GBTA Foundation. Average expense report costs $58 and 20 minutes to process; 19% contain errors or missing information, each taking about 18 more minutes to fix. Dated, but still the most-cited benchmark.
- The State of ePayables 2024: Money Never Sleeps
Ardent Partners. Average cost to process an invoice is roughly $9.40 to $9.90; best-in-class teams sit near $2.70. Best-in-class cycle time about 3 days. Figures relayed through vendor summaries; treat as ranges.
- Small business phone answering study
411 Locals. Tracked calls to 85 small businesses across 58 industries for 30 days: only 37.8% reached a live person. Vendor-run and small sample; we cite it as directional, and note a larger dataset (Liquid11) put missed calls nearer 22% across all company sizes.
- Work Trend Index 2023: Will AI Fix Work?
Microsoft. Survey of 31,000 people in 31 countries. 62% struggle with too much time spent searching for information; 68% say they lack enough uninterrupted focus time.
- The State of Business Automation 2021
Zapier. Survey of US small and mid-size business employees: 94% perform repetitive, time-consuming tasks. Vendor survey; directional.
- Prescription for cutting costs
Bain & Company (Frederick Reichheld). A 5% increase in customer retention lifts profits by 25% to 95%. Old and industry-dependent, but the direction is well supported.
- Trade Regulation Rule on the Use of Consumer Reviews and Testimonials
US Federal Trade Commission. Bans, among other things, company-controlled review sites that claim to be independent. Why this Index discloses CXJ Labs ownership on every page.
- The Road Ahead
Bill Gates. Source of the rule that automation magnifies whatever process it is applied to, efficient or not.
- Managing for Business Effectiveness
Harvard Business Review (Peter F. Drucker). Source of the line that nothing is so useless as doing efficiently what should not be done at all.
- The Automation Index methodology
CXJ Labs. Our own estimates. Task shares and minutes are editorial judgements anchored on the sources above, not survey results. See the methodology page.