Assess
Planning range · 2–4 weeksDetermine whether an agent addresses a real process constraint.
- Deliverables
- Current-state workflow, baseline measures, data inventory, risk register and a recommendation with alternatives.
- Client contribution
- A process owner, representative redacted examples, current volumes and a description of the existing process.
- Decision gate
- Continue only if the task is measurable, the data can be used appropriately and an owner accepts the proposed scope.