Readiness & Agent Roadmap
Know which agent to build first — before you build anything.
For companies with several processes in play. We map where the hours go, check your systems and data, and give you a ranked agent roadmap with the outcome units priced.
When this makes sense
Most operators we meet can name four or five jobs they would like an agent to do. The hard part is not finding candidates — it is knowing which one pays off first, and whether your systems and data can carry it.
This is a paid engagement that answers both. We watch the work, pull real samples, check what each system will let an agent read and write, and hand you a ranked roadmap you can act on or take to someone else.
This is for you if
- You have three or more processes you would like to automate and want them ranked.
- Your systems are a mix of old and new and you want a straight answer on what is possible.
- You need a document to take to a partner, lender or board.
What you get
A written roadmap: the ranked agents, the outcome unit for each, the readiness gaps to close first, and a recommended first agent with its shadow-mode plan. The roadmap is yours whether or not you build with us.
- 01
A process map of the work around orders, quotes, cash and suppliers.
- 02
A volume and time estimate per process, taken from your own data.
- 03
A system and data readiness check per candidate agent.
- 04
A ranked roadmap with the outcome unit and indicative pricing for each agent.
- 05
A recommended first agent, with a shadow-mode plan for it.
What we look at
Four things decide whether an agent pays off: the work, the systems, the data and the rules.
Where the hours go
The work around orders, quotes, cash and suppliers — who touches it, how often, and where it stalls.
Your systems
What each system will let an agent read and write, what has an API, and what has to be driven the way your team drives it.
Your data
Customer and item records, part number cross-references, price lists and document history — whether an agent can rely on them.
Your rules
Credit holds, margin floors, approval limits and the exceptions everyone knows but nobody has written down.
How it runs
Scope and sequence are agreed at kickoff, before any work starts.
Kickoff
With the owner and the process leads. We agree what is in scope.
Ride-along
We watch the work as it happens and pull real samples — POs, quotes, remittances, supplier files.
System access review
What each system exposes, what a scoped login can do in it, and where the gaps are.
Roadmap readout
We walk you and your team through the ranking, the outcome units and the recommended first agent.
Every agent starts in shadow mode.
For the first stretch it watches the work and drafts what it would do, while your team keeps doing the job. You compare its drafts to what your people actually did.
It only starts acting when you say so — and only on the kinds of work it has proven it gets right. Anything above a limit you set (a dollar amount, a new customer, a price change) still comes to a person.
Want the quick version?
The free three-minute assessment ranks your top three agents from your own answers.
Find your top 3 agents (3 min)Who books this
- Owner-led manufacturers, distributors, wholesalers and trading companies
- E-commerce operators running several storefronts and channels
- Operators whose systems are a mix of old and new
- Teams who need a ranked plan before committing to a build
Questions & Answers
FAQs
Get the roadmap before you commit to a build
A working session first, so we can tell you whether the roadmap is worth it for you — or whether you should just build the obvious one.