We begin with introductory discussions to understand your business and identify potential opportunities. From there, we determine which areas to prioritise, then focus on the low-hanging fruit to launch your first AI agent project.
Once zoomed in, we conduct a planning process with you to capture your current processes and priorities in the target area:
- Birds-eye view - Swim-lane maps of users, systems and data touch-points
- Pain-point annotation - Duplication, wait time, error rates (Spot the opportunities)
- Compliance flags - Privacy, audit or data regulation constraints
You walk away with a concise visual of “how work really happens” across your organisation, making hidden inefficiencies impossible to ignore, prime targets for the deployment of AI Agents!
Using our scoring model (value × complexity × feasibility), we highlight tasks that are:
- Agent Ready – high value, clear decision logic, clean data
- Agent Assist – human in the loop, judgement still required
- Agent Watch – speculative or data-poor; park for later
The output is a colour-coded heat-map showing where an Agent will generate the fastest ROI.
Next, we facilitate a half-day workshop to draft:
- Agent Role Charter – what the Agent will / won’t do, hand-off rules and escalation paths
- Success KPIs – speed, cost, quality plus guard-rails for bias, ethics and uptime
- Data-readiness checklist – sources, owners, retention, security
This charter prevents the scope-creep and accountability gaps that derail many AI projects.
Finally, we compile everything into an implementation brief:
- The Agent Plan — Recommended AI Agent architecture (built to plug straight into Scorchsoft AI Agent Engine)
- The Project Plan — Sprint-by-sprint timeline, effort range and budget envelope
- The Immediate Action Plan — Immediate actions for data cleansing or compliance alignment
With sign-off, you can proceed to development confident that the numbers and governance stack up.
Our Scoping & Process Audit converts ambition into a precise, board-ready plan, ensuring the build phase starts on firm ground.
Frequently Asked Questions
Q) What kinds of projects does this package suit?
Any initiative where an AI Agent will replace or augment repetitive knowledge work—customer support, compliance checks, supply-chain tracking, finance reconciliations and more.
Q) Who should commission it?
Digital-transformation leaders, operations directors, CTOs or founders who need evidence of value before committing serious capex.
Q) What’s included?
Process diagnostics, opportunity heat-map, role charter, KPI scorecard and a fully costed implementation brief.
Q) Is this the same as a full development plan?
No. This is a discovery-only engagement. If you decide to proceed, we quote the build separately—often using the Scorchsoft AI Agent Engine for rapid delivery.
Q) How long will it take?
Typically 2–4 weeks from kick-off, subject to diary availability. Tight deadline? Let us know early.
Q) Can you work with only a rough idea?
Yes. Many clients arrive with goals rather than detailed specs. The audit shapes that raw ambition into a concrete, deliverable plan.
Q) What happens after the audit?
You receive the full report plus a clear proposal to move into development. You can stay with us or use the artefacts to brief any supplier.
_450x0_09c.webp "BICSc")
