2 to 3 weeks
Agent Strategy
Find the workflows worth automating first, with a clear business case for each.
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Overview
What this looks like in practice.
Timeline
2 to 3 weeks
Team
Strategist, operations lead
Best for
Teams choosing their first agents
We sit with the people doing the work, map where tasks stall and score each workflow by value, risk and readiness. You leave with a ranked roadmap, a business case your finance team can check and a first agent ready to build.
What you get
Workflow audit across two teams
Ranked automation roadmap
Business case with cost model
Pilot scope and success metrics
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The problem
Most teams automate the loudest task, not the right one.
Requests for AI arrive from every team at once, and the first project usually goes to whoever asks hardest. Without a shared way to score value and risk, budgets go to demos that never reach the people doing the work.
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How it runs
Four steps, no surprises.
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Listen
We shadow the teams doing the work and collect real volumes, handoffs and exceptions.
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Score
Each workflow is rated for value, risk and readiness, so the ranking can be challenged.
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Model
We build the cost model with finance and agree what a good result looks like.
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Plan
You get a roadmap, a first pilot scope and named owners to run it.
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Outcome
3x
Average return on the first roadmap
14
Workflows scored in a typical audit
2 wks
From kickoff to a first ranked list
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Questions
Before you ask.
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