Business

Reading a Vendor's Time-and-Motion Study: What to Check

Antonio Evans9 min read

A split scene: on the left, a vendor presents a glossy chart showing hours saved with a small sample of ten tasks; on the right, a practitioner examines a detailed study document with a magnifying glass.
Key points

Key points

  1. 1A time-and-motion study you can trust names the people observed, the tasks timed and the method used; a demo with ten hand-picked tasks usually omits at least one of the three.
  2. 2Sample size decides whether the headline number is a measurement or a coin flip, because task times are skewed and repetitions matter more than headcount.
  3. 3Task-selection bias is the most common defect, since vendors test the work their product already handles well.
  4. 4A study with no baseline, no comparison condition and no written rule for task completion should not be used to justify a purchase.

Start with the three questions that decide everything

A vendor study claiming "hours saved per week" is a measurement only if it answers three questions: who was observed, what was observed and how it was observed. Everything else, including the executive summary, the customer quotes and the percentage in the largest font, is decoration around those three answers.

The stakes are higher than they look, because the purchase decision is usually about agents rather than one tool. RAND interviewed 65 experienced data scientists and engineers and found that more than 80 percent of AI projects fail, roughly twice the failure rate of IT projects that do not involve AI, with leading causes including a misunderstood problem and a model that does not fit the actual workflow RAND's root-cause study. A well-built time study is a cheap way to see whether the vendor has understood your workflow before you commit a budget line.

The discipline itself is old and documented. A time study is a structured observation in which a trained observer times a qualified worker performing a defined task under defined conditions, then applies allowances to reach a standard time the SixSigma.us time study guide. Four recognized methods exist: direct stopwatch timing of the whole task, work sampling with a stopwatch on portions of the task, predetermined motion-time systems, and elemental data drawn from databases of similar tasks the BSM Lean overview of work measurement. Your first job when reading a vendor document is to identify which of the four you are looking at, because the credibility rules differ for each.

There is a terminology trap. A review of the healthcare literature found that "time motion study" is used in at least two distinct ways, and that the data-capture methodology varies enormously across articles carrying the label Lopetegui et al., Journal of Biomedical Informatics. Ask the vendor to state the method in plain words rather than accepting the label.

QuestionGood answerWeak answer
Who was observed?Named roles, inclusion criteria, count of participants and repetitions"Power users" with no definition
What was timed?Task list drawn from your tickets or logs, with frequency weightsTen tasks the product handles well
How was time captured?Screen recording or stopwatch by a trained observer, with written rulesSelf-reported estimate at the end of the day
Compared to what?Same tasks, same people, baseline period or matched groupNo baseline, or "before" estimated from memory
What counts as done?Written definition of completion and acceptanceTimer stopped when the agent returned text

Sample: who was observed and how many

Ask for the participant count and, separately, the repetition count. A study of three people doing two runs each gives you six observations, not six people's worth of evidence. Task-time data are skewed, with a long tail of slow cases, so a handful of runs produces an average that swings depending on whether one slow case got included.

There is a standard way to size this. MeasuringU's guide to sample size for task times applies the continuous-data approach, which uses the standard deviation of the pilot times, the desired margin of error and the t-distribution to estimate how many runs are needed MeasuringU on calculating sample size for task times. The practical implication: if pilot times varied by a factor of three between fastest and slowest, you need far more repetitions than a vendor demo typically uses.

Worked example with invented numbers, chosen to show the arithmetic. Suppose a pilot of six runs on one task gives 4, 5, 5, 6, 8 and 14 minutes. The mean is 7.0 and the standard deviation is about 3.7 minutes. If you want a 95 percent interval half-width of 1 minute, the naive calculation returns roughly 53 runs. Drop the slow case and the standard deviation falls to about 1.1 minutes, and the requirement falls to about 6 runs. That is the whole game: the answer depends entirely on whether the slow case is real. A study that quietly excludes slow cases, or runs each task twice, can produce whatever number the vendor wants.

Ask how participants were chosen. If the vendor recruited volunteers from an internal power-user group, or from customers who had already succeeded with the product, the sample is not representative of your staff. Sampling error is the difference between an estimate from a sample and the true population value, and it shrinks only with a well-designed, adequately sized sample; non-sampling error such as refusals and inaccurate answers is harder to quantify and would exist even in a full census the ONS explanation of uncertainty in surveys. That is exactly why self-reported times deserve extra suspicion.

For work sampling rather than whole-task timing, the sizing logic is binomial, and the choice of interval method matters. Disney's review of activity sampling concludes that the widely used Wald interval performs poorly when the observed proportion is near zero or one, and recommends the Clopper-Pearson interval instead Disney, Revisiting activity sampling. If a vendor reports percentages of time spent on categories and does not state the observation count and the interval method, treat those percentages as descriptive rather than inferential.

Task set: is this real work or a highlight reel?

This is where most vendor studies fail. Usability research identified task-selection bias long ago: evaluators gravitate toward tasks the product can already perform, which biases both the results and the participants Cordes, Task-Selection Bias. Cordes recommends mixing user-defined tasks with product-supported tasks, and notes that participants warned the system may not support every function give up sooner than those who are not warned. Either way, the task set shapes the result before a single stopwatch starts.

Your countermeasure is a frequency-weighted task list built from your own data. Pull the last quarter of tickets, requests or transactions, count how often each task type occurs and sort by volume. Then check the vendor's list against it. A study that times your eight most common task types is informative even if it is small. A study that times ten tasks you have never seen in production is a demo.

Watch for these patterns:

  • Tasks the product was designed around. The agent handles the structured request and a human handles the messy follow-up, but only the structured part is timed.
  • Composite tasks. "Resolve a customer issue" is timed as one unit even though it contains a lookup, a judgement and a written reply with different automation profiles.
  • Easy-task drift. People under load gravitate toward quick, easily completed items, which lifts short-term throughput at the cost of longer-run performance the Harvard Business School working paper on task selection and workload. A benchmark that lets participants choose from a menu can reproduce that effect without meaning to.
  • A frozen task set. If the vendor's list never changed after the pilot began, ask why nothing was added.

Ask how task completion was defined. The gap between activity and outcome is a recurring source of inflated claims: an agent that completes 5,000 tasks has told you nothing about whether those completions resolved anything, and the distance between completion rate and outcome rate is where ROI cases break the Pickaxe guide to AI agent ROI metrics. In a time study the equivalent question is when the timer stopped: the moment the agent produced output, the moment a human accepted it, or the moment the downstream system confirmed the record was correct. Only the third is a defensible endpoint.

Observation method: stopwatch, screen recording or self-report

Rank the methods before you read the numbers.

Continuous observation with a stopwatch or screen recording is the strongest. Observers record start and end times for each activity as it happens. The cost is observer time, and the risk is distortion from being watched, which is why good studies rotate observers and run a settling-in period.

Work sampling records what is happening at random instants. It is cheaper and less intrusive but less precise for individual durations. One comparison used real time-and-motion data from medical residents to simulate work-sampling observations and found that work-sampling results differed by 20 percent or more of the estimated value for eight of ten activity categories the PubMed record of the comparison study. Keep that number in mind when a vendor quotes a work-sampling figure to one decimal place.

Self-report is the weakest method and the most common in vendor decks. It is easy to inflate in both directions: people overestimate how long tedious tasks take and underestimate how long they spend inside the product. On top of self-report sits observational reactivity. Time studies are historically controversial because being timed changes behavior, and unions in particular have treated them with suspicion BSM Lean on work measurement and standards. A vendor study that never mentions the observer effect has not thought about it.

A practical hierarchy:

  1. Same tasks, same participants, timed by a trained observer before and after, with a written completion rule. Strongest.
  2. Same tasks, matched groups, timed by observation. Strong if the groups are genuinely matched.
  3. Observed treatment group, baseline reconstructed from system logs. Acceptable if the logs measure the same thing.
  4. Observed treatment group, baseline estimated by asking participants to remember. Weak.
  5. Treatment group only, all times self-reported. Not evidence.

The disqualifying red flags

Treat each of the following as a hard stop. One is a question, two is a rejection, three or more is a demo dressed as research.

Red flagWhy it disqualifiesWhat to ask instead
No baseline measurementHours saved is a difference, and a difference needs two numbersShow the before-and-after records for the same tasks
No comparison or control groupTime of day, learning and novelty all move the numberWhat else changed between the two periods?
Vague task completion definitionThe endpoint can be moved after the pilotShow the written completion rule
Participant count without repetition countSix observations is not six people's worth of dataHow many runs per task, and what was the spread?
Retrospective "before" timesMemory is not a measurementLet us instrument the baseline ourselves first
A mean with no spreadThe average hides the slow tailGive the standard deviation or the raw times
Ten tasks, all product-friendlyTask-selection biasMap the tasks to our ticket volumes
One overall percentageThe aggregate hides where the product failsBreak it down by task type

Two more deserve separate mention.

Savings that never land anywhere. Even a well-measured time saving is a cost saving only if the freed hours go somewhere identifiable, and most organizations absorb them into meetings and low-value work the Pickaxe ROI guide. Before you sign, decide where the hours will go and how you will verify they arrived.

No cost side at all. A time study measures task time, not total cost. Rework, scrap, warranty claims and complaint handling belong in the cost of poor quality, and leaving them out is a standard way to overstate a benefit SixSigma.us on COPQ. If the study shows time saved but says nothing about the error rate before and after, you have half a business case.

A worked example of recomputing the vendor's number

Suppose a vendor reports a 19 percent time saving on a task your team performs 180 times a day. Their appendix shows the before period estimated at 6.0 minutes per task by asking four staff to recall a typical case, and the after period observed at 4.85 minutes across 12 runs. The claimed saving is 1.15 minutes per task, or 207 minutes per day at your volume.

Now do three things. First, ask for the raw after times. If they run 3.9, 4.1, 4.2, 4.4, 4.6, 4.7, 4.8, 4.9, 5.0, 5.2, 5.4 and 11.0 minutes, the mean is 5.1 and one run accounts for most of the spread; with a tighter second sample the average could easily move by several percent. Second, replace the remembered baseline with one week of logged timestamps. Time studies are known to be vulnerable to outliers, and the usual remedy is repeat measurement across different combinations of people and equipment BSM Lean on the accuracy limits of direct timing. Third, check whether the after period counted human review time. If the agent's output went to a queue that took two minutes to clear, the observed task time understates the full cycle.

You can run this comparison on your own data in one afternoon. The point is not to catch the vendor out; it is to find out whether the number survives contact with your volume and your review step.

import statistics
after = [3.9, 4.1, 4.2, 4.4, 4.6, 4.7, 4.8, 4.9, 5.0, 5.2, 5.4, 11.0]  # minutes, invented
print("mean", round(statistics.mean(after), 2))
print("stdev", round(statistics.stdev(after), 2))
print("saving per day at 180 tasks", round((6.0 - statistics.mean(after)) * 180))

If you would rather have the baseline and the completion rules designed for you before a purchase decision, a free thirty-minute discovery call can scope the task list, the observation method and the acceptance criteria: book a discovery call.

FAQ

FAQ

The vendor says they saved 12 hours per week. Is that a real number?

Only if you can see the baseline times, the participant and repetition counts and the completion rule. A figure like that is usually the difference between an observed treatment group and a remembered baseline. Ask for raw times per task and recompute the aggregate yourself.

How many people does a credible time-and-motion study need?

Participant count matters less than repetition count. Task times are skewed, so the number of timed runs per task drives precision. Use the continuous-data method, sized on the pilot standard deviation and your target margin of error MeasuringU. Five participants with forty runs per task can outperform twenty participants with two runs each.

What is the difference between a time study and work sampling here?

A time study times the whole task continuously, while work sampling records what is happening at random instants and estimates proportions of time. Work sampling is cheaper but less precise for individual durations, and one comparison found differences of 20 percent or more PubMed. When a vendor quotes a work-sampling percentage, ask for the observation count and the interval method.

Why does it matter if the vendor chose the tasks?

Because task-selection bias means evaluators naturally pick tasks the product handles well, which biases the result before timing starts Cordes. The fix is a hybrid set: user-defined tasks from your logs plus the vendor's supported tasks, frequency weighted so the aggregate reflects real volume.

What single question should I ask first?

"Show me the written completion rule and the baseline records for the same tasks." Those two artifacts tell you whether the study measured a task or staged a demo, and they cost the vendor nothing to share. If they cannot produce them, the hours-saved number is a marketing claim, not a measurement.

Sources

Sources

  1. The Root Causes of Failure for Artificial Intelligence Projects and ...
  2. Drive Operational Excellence with Time Study Analysis. ...
  3. Time studies, work measurement and standards
  4. Time motion studies in healthcare: What are we talking about?
  5. Calculating Sample Size for Task Times (Continuous Method)
  6. Uncertainty and how we measure it for our surveys
  7. (PDF) Revisiting activity sampling: a fresh look at binomial proportion ...
  8. Task-Selection Bias: A Case for User-Defined Tasks
  9. Task Selection and Workload: A Focus on Completing ...
  10. How to Measure AI Agent ROI: Metrics & Formulas
  11. A comparison of work-sampling and time-and-motion techniques for ...
  12. What is COPQ (Cost of Poor Quality)? - SixSigma.us
About the author

About the author

Antonio Evans
Antonio Evans

Antonio Evans is the founder of Quanta Intelligence and a fractional CTO who builds HIPAA-ready AI systems for health and life-science companies. Before that he was technical co-founder of FriendsEAT for twenty years, CEO of Socialdraft, and a data engineer at IBM. Antonio lives with his dog Santino in Lisbon, Portugal.

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