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Assess

Map the Starting Point

Assess the data and context layers first: what agents can access, what is missing, and what is too fragmented. Also identify existing agents, AI tools, and informal usage already inside the organization.

Focus

Data readiness, context gaps, current agent usage, governance basics.

Outcome

A clear baseline and the first practical constraints for deployment.

1
Personal

Personal Agents To Queryable Org

Enable employees to use personal agents while building enough data access and context for core organizational information to become agent-readable.

Focus

Personal agent habits, meetings, files, messages, tasks, and people context.

Outcome

Employees learn to work with agents; agents gain a usable foundation to reason from.

2
Action

Build Action Agents

Expand from personal assistants to shared agents that employees can delegate bounded pieces of work to. These agents complete tasks, route outputs, and ask for confirmation when judgment is needed.

Focus

Reusable workflows, tool access, approvals, handoffs, performance feedback.

Outcome

Employees delegate real work instead of only asking questions.

3
Process

Independent Agents

Build agents that drive entire processes, or meaningful parts of processes, autonomously. Humans supervise goals, exceptions, quality, and accountability rather than every individual action.

Focus

Process ownership, monitoring, escalation paths, audits, and continuous improvement.

Outcome

Agents operate parts of the business with human supervision instead of human execution.

Literacy Before Leverage

Employees need repeated use before deeper agent delegation becomes natural, trusted, and governable.

Context Before Autonomy

Independent agents only work when they can see enough of the organization to make good decisions.

Supervision Evolves

Humans move from doing the work, to delegating the work, to supervising agent-run processes.