Training module

M5 — Agentization audit & roadmap

Map the workflows, score what's automatable, quantify the gain, produce the prioritized roadmap.

Duration : 2 to 3 days on-site

  • Objectives: map the company’s workflows, score what can be automated now with agent tools (and what cannot), quantify the gain per workflow, and produce a prioritized roadmap leadership can execute without me.
  • Audience: executives + 3 to 6 key people; the audit is done inside the company, on its working data (anonymized if needed).
  • Prerequisites: access to 2 to 3 people per service involved for 1-hour interviews.
  • Deliverables / measurable outcomes:
    • a workflow map (10–25 workflows covered, maturity score 0–4 for each);
    • a prioritized roadmap: top 5 automations with estimated gain (hours/week) and risk, sequenced over 6 months;
    • a stack recommendation (local vs. hybrid) with cost/risk justification — written to be read by the executive committee.

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