Who this is for
Executives, technology, governance, information, workforce and transformation teams.
AI agents and workflow discovery
An agent should not begin as a technology demonstration. It should begin with a defined responsibility, approved information, human decision points and a measurable outcome.

In brief
Executives, technology, governance, information, workforce and transformation teams.
Identify, design and govern agentic AI workflows with human approval, approved knowledge, clear roles, evidence and measurable operational outcomes.
The workshop identifies work that can be supported by agents and defines the boundaries, evidence and oversight required before a pilot.
Rank opportunities by mission value, readiness, sensitivity, complexity and risk.
Document triggers, inputs, tools, decisions, outputs and handoffs.
Define permissions, approved sources, human review, escalation and logs.
Create a focused implementation scope, success measures and next decision gate.
Share the decision or outcome you need to clarify. A human will review the context.
The workshop can address one workflow in depth or compare a portfolio of potential agent opportunities.
People, systems, information, bottlenecks and exceptions.
Specialized responsibilities and boundaries rather than one generic assistant.
Approved sources, retrieval, integrations and allowed actions.
Approval, review, correction, escalation and final accountability.
Identity, permissions, logging, testing and change control.
Time, quality, completion, risk events, user experience and value.
Clarify the mission, users, process, information and pain points.
Map agent tasks, knowledge, tools, human decisions and exceptions.
Set controls, tests, evidence, owners and acceptance criteria.
Implement a focused pilot and improve from observed performance.
No. The workshop is technology-informed but begins with the workflow and governance need. Marbles may be considered where its developing capabilities are relevant and accurately represented.
The right oversight depends on the task and risk. High-impact or sensitive decisions require appropriate human accountability and controls.
Yes. The workshop can consider Microsoft tools, custom agents, knowledge systems and other approved environments.
A prioritized use case, workflow map, governance requirements, pilot scope and measurement plan.
Design an agentic pilot that people can understand, govern and evaluate.