1. 01

    Commit to the full redesign

    Pick a material, high-volume workflow and give the program a mandate to change how the work is done, even if capability is released in stages.

  2. 02

    Codify judgement, automate effort

    The most valuable knowledge sits in experienced sellers’ heads. Use rules for pricing and controls, AI for interpretation and solution design, and people for commercial decisions.

  3. 03

    Security starts with what the agent can see and do

    Set data access, permissions and permitted actions upfront. Keep people accountable for consequential decisions.

  4. 04

    Adoption is the transformation

    Value arrives only when sellers choose the agent every day. Bring sellers into the build early, and measure real usage, first-pass acceptance and rework.

  5. 05

    Prove the economics

    Model the fully loaded cost per accepted workflow at production volume, and name who owns the benefit in the P&L.

The test

Effort releasedCapacity redeployedValue captured

Value captured must exceed the fully loaded cost of building, running, reviewing and reworking each workflow at production volume. Below that line, the agent remains a pilot.

The prize: faster time to market, more time with clients, and a capability that is adopted, governed and economical. Talk to us about yours.

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