A workflow, an assistant or an agent?
A rules-based workflow follows defined events and conditions: for example, assign a callback task after a missed call. An AI assistant drafts or retrieves information for a person to review. An agent may choose tools and intermediate steps toward an objective, so permissions, stopping conditions and recovery need particular attention. Use the least complex approach that meets the task. If the input and next action are predictable, a conventional workflow may be easier to test and maintain. The assessment should identify that difference before a production build is commissioned.
A useful map of the work.
We review a defined set of workflows with the decision-maker and the people doing the job. Trace the information, handoffs, bottlenecks and exceptions. Identify the current systems, data sensitivity and operating constraints before recommending any new software.
A decision, not a tool shopping list.
Compare build, buy, configure and no-build options. Rank a small number of opportunities by frequency, likely value, implementation effort and consequence of failure. Priorities are working estimates to validate, not guaranteed savings.
- A workflow and system map
- Two or three assessed opportunities with feasibility and risk notes
- A practical 90-day plan, vendor dependencies and scoped implementation recommendation
A paid, defined engagement.
We agree the review scope, interviews and deliverables before starting. The assessment does not include building production systems or a comprehensive IT audit. You receive actionable output even if you choose a different implementation partner. Requesting the assessment begins a fit conversation; it does not commit you to purchase.