Discover
We start by understanding the work, not the technology. In a focused two-to-three week engagement we sit with the people who do the process today, watch how it really happens — including the exceptions and workarounds that never make it into a spec — and gather the documents and data an agent would need to rely on. We define what success means in numbers you already care about: resolution rate, turnaround time, error rate, hours returned. If we conclude an agent is the wrong answer, we say so here, before you have spent real money.
- Workflow mapping
- Success metrics
- Data & access audit
- Risk & feasibility