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AI Operating Review: a basis for deciding on AI agents in two to three weeks.

The AI Operating Review is our entry engagement. It ends with an implementation recommendation, including business cases and a governance framework, on which your management can base a decision. The results belong to you, even if you implement with a different partner.

Duration
Two to three weeks
Participants
Management, process owners, IT and data protection
Outcome
Decision paper with business cases and governance framework
Terms
Agreed in the initial call according to scope
Process01

How the three weeks run.

WEEK 1

Discovery

Kick-off with management on the target state and existing initiatives. Interviews with the process owners of the areas in scope and review of existing process and system documentation.

WEEK 2

Assessment

Assessment of possible use cases by business value, feasibility and risk profile, and against the five suitability criteria. Alignment with your IT on data availability and system access.

WEEK 3

Recommendation

Business cases for the prioritised use cases, governance framework and implementation recommendation. Presentation and discussion in the closing meeting with management.

Results02

What you have in hand at the end.

You receive all results as documents that you can share internally.

Prioritised use case portfolio
Each use case with its assessment, its suitability for an agent or for conventional automation, and the recommended starting autonomy level.
Business cases
Effort, expected impact and the KPIs used to measure success, for each prioritised use case.
Assessment of existing initiatives
Evaluation of ongoing pilots and AI tools already in use, where applicable.
Governance framework
Proposal for the Agent Board, autonomy levels, permissions concept and the involvement of data protection, information security and employee representatives.
Implementation recommendation
Sequence, responsibilities and the decision on which steps you implement yourself, with us or with other partners.
Your effort03

What we need from your organisation.

We agree the dates and participants with you before the start.

Management
One kick-off meeting and one closing meeting.
Process owners
Interviews on the processes in scope, each with the employees who carry them out every day.
IT
One contact person for the system landscape, interfaces and data access.
Documents
Existing process descriptions, KPIs and overviews of ongoing AI initiatives, where available.

We clarify in the initial call whether the review is the right starting point.

We discuss which areas should be in scope and who will be involved on your side.

Request an AI Operating Review