Before · context lost
- Request: “Automate supplier exception triage.”
- New-agent proposal and legacy-system fix share one undifferentiated backlog.
- No named reviewer for ambiguous supplier evidence.
For enterprise organizations
Two delivery paths. A reviewable decision at every handoff.
A new agent and an existing system have different starting points. Choose the path that matches your operation, then agree who reviews the work and what permits the next increment.
Scope your agent engagement Follow the workflow ↓Start with the operation
Name the workflow owner and the systems it touches.
Bring the task, dependencies, representative inputs and expert judgments together. Identify the people who can decide whether the work is acceptable and the people who must operate it.
Greenfield track
Build the new workflow around an explicit task.
Agree on the inputs, tool boundaries and expected behavior before implementation. Review a scoped working increment with the team that will use it.
- Scope gate: approve task and integration responsibilities
- Working-increment gate: inspect execution and failure behavior
Brownfield track
Enter the existing system through a recurring failure.
Follow a failed task through its current trace. Propose a bounded change and compare it against the behavior your operation relies on.
- Baseline gate: agree on the current failure and surrounding behavior
- Change gate: review the proposed component or boundary change
Shared evaluation
The release decision belongs to the operating team.
Bring both paths into representative evaluation and expert review. Retain unresolved failures, name the rollout owner and agree on the next scope from the observed results.
Fictional example · illustrative, not a customer result
Workflow delivery review
Compare the current handoff with a proposed, source-connected record.
After · proposed pilot artifact
- Greenfield: prototype a triage workflow using agreed example inputs.
- Brownfield: replay the misrouted exception before changing its routing boundary.
- Team gate: operations reviews verdicts; engineering reviews integration; unresolved cases stay open.
Review question
Which path can be evaluated within the chosen boundary, and who authorizes its next increment?
Prepare the conversation
Bring the work. Agree on what to evaluate.
Customer inputs
- Representative tasks and the current system map
- Workflow owners, expert reviewers and integration constraints
- Existing traces or examples of expected behavior
- Agreed operational criteria and rollout responsibilities
Evaluation questions
- Are we creating a new workflow or changing one already in operation?
- Which failures require escalation rather than an automated answer?
- What results must the operating team review before rollout?
Scope the next step
AI-native services
Starting at $100k+ · Scoped engagement
Help your team build agents and workflows, and measurably improve the systems you already run.
Inputs, integrations, boundaries, deliverables and evaluation criteria are agreed during scoping.
Scope your agent engagement Compare the offers →