CARTA: Capture And Reflect
Team Activity
A principled methodology for turning observed work into governed AI workers. From observation to automation, every step is evidence-based and human-directed.
Download the CARTA Framework GuideThe Five Phases of CARTA
Each phase builds on the last, creating a continuous loop from observation to intelligent automation.
Capture
Observe real work patterns
Non-invasively capture how work actually happens across your organization. No surveys, no interviews — just reality.
Maps to Mode 1Analyze
Discover workflows and dependencies
Map the hidden patterns, handoffs, and dependencies that define how your teams collaborate and deliver.
Maps to Mode 2Reflect
Generate insights and recommendations
Surface actionable intelligence about bottlenecks, inefficiencies, and automation opportunities.
Maps to Mode 3Transform
Convert insights into improvements
Turn process intelligence into concrete improvements — optimized workflows, standardized SOPs, and measurable gains.
Architect
Build governed AI workers
Design and deploy AI workers grounded in observed reality, with full governance, audit trails, and human oversight.
Maps to Mode 4Human Directed | AI Enabled
WorkGraph does not replace humans. It makes human work visible, improvable, and augmentable. The CARTA methodology ensures that every AI capability is grounded in observed reality and governed by the people who do the work.
Observable
Every insight traces back to real, observed work activity.
Governed
Full audit trails, approval workflows, and human oversight at every stage.
Iterative
Continuous improvement through repeated observation-to-action cycles.
Why Methodology Matters
Most AI initiatives fail because they skip the foundational step of understanding how work actually happens.
AI built without methodology fails
Without a principled approach, AI initiatives become expensive experiments. CARTA provides the structured foundation that turns AI potential into enterprise-grade results.
Process maps based on interviews are wrong
People describe how they think they work, not how they actually work. Interview-based process maps miss 40-60% of real activities and handoffs.
Only observed reality provides a credible foundation
CARTA starts with what actually happens — not what should happen. This evidence-based approach means every insight, recommendation, and AI worker is grounded in truth.
CARTA Certification Program
CARTA certification for consultants and enterprise teams is coming soon. Get certified in the methodology that bridges the gap between process observation and governed AI deployment.
Notify me when availableReady to Explore the CARTA Framework?
Download the full CARTA framework guide or schedule a demo to see how the methodology works in practice.