Discovery & Opportunity Mapping
We clarify objectives, map the current workflow, and collect the data, tools, and stakeholders an agent will need to succeed.
Key deliverables
- ROI model with baseline metrics and success criteria
- Process map documenting systems, owners, and pain points
- Risk, compliance, and security checklist tailored to your environment
Design & Pilot Plan
The team defines the agent architecture, selects models and integrations, and prototypes the experience with real data.
Key deliverables
- Interaction flows, prompts, and escalation paths
- Technical design outlining integrations, data contracts, and monitoring
- Pilot scorecard with leading indicators and feedback cadence
Build, Integrate, and Test
We develop the agent, connect APIs, and run scenario-based testing with the people who will live with the workflow daily.
Key deliverables
- Working agent deployed in a secure staging or sandbox environment
- Test cases covering happy paths, edge cases, and failure handling
- Training materials and change management plan for pilot users
Launch & Iterate
The agent goes live with live guardrails, monitoring dashboards, and a structured review to capture wins and backlog future enhancements.
Key deliverables
- Production deployment with access controls and observability
- ROI snapshot comparing baselines to early results
- Executive readout plus next-phase roadmap (scale, automation depth, ownership transfer)