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.
Once your AI Agent plan is approved, we can move seamlessly into implementation using the outputs from your audit. The Agent Role Charter, KPI Scorecard and data-readiness checklist form the blueprint, allowing our development team to proceed without ambiguity or scope drift.
We typically deploy agents using the Scorchsoft AI Agent Engine, our modular framework that accelerates delivery while ensuring custom-fit logic and integration flexibility. You can expect:
- Sprint-based delivery aligned with the roadmap we scoped together
- Working prototypes early, with regular reviews and handover options
- Support for human-in-the-loop logic, fallbacks, and real-time metrics
Whether you continue with us or take your artefacts elsewhere, your plan is designed to de-risk implementation—so your AI Agent delivers measurable outcomes from day one.
Our Scoping & Process Audit converts ambition into a precise, board-ready plan, ensuring the build phase starts on firm ground.
Q) What kinds of projects is this package best suited for?
This package is ideal for initiatives where an AI Agent could replace or augment repetitive knowledge work—such as customer support, compliance checks, internal reporting, inventory coordination, or finance reconciliation. If you suspect there’s a smarter way to handle routine tasks, this will help you prove it.
Q) Do you have a way I can assess our AI Maturity?
Yes, absolutely. We have free AI maturity score checker you can use to assess how well your business has adopted AI compared to the potential opportunities available.
Don’t worry if you don’t score highly in some areas—only 1% of C-suite executives currently consider their businesses AI mature. This field continues to grow, and we all have plenty of work ahead to make the most of its opportunities.
Q) Who typically commissions this?
It’s designed for operations leaders, digital-transformation heads, CTOs, and founders who want a data-backed case for automation before committing serious capital expenditure. If you’re facing board scrutiny or need to de-risk a big idea, this gives you the clarity you need.
Q) What exactly do we get?
You’ll receive five key deliverables:
- A diagnosis of your workflows
- Analysis of automation opportunities
- A drafted Agent Role Charter of selected opportunities
- A template Success Scorecard (KPIs and constraints)
- A costed implementation brief
And, optionally, subsequent implementation. Everything is designed to give you clarity, alignment and momentum—even if you pause before building.
Q) Is this a full development engagement?
If you would like it to be, yes. Many clients do proceed straight into build, often using the Scorchsoft AI Agent Engine for faster, structured delivery. We quote development separately once scope is agreed.
Q) Can we skip the review and jump straight into implementation if we already know what we want?
Yes—if you arrive with a clear specification or a well-defined idea, we can move directly into development. Using our Scorchsoft AI Agent Engine and proven sprint framework, we’ll translate your concept into working prototypes and production-ready Agents without the full audit phase.
Just let us know your objectives and we’ll align our delivery to fit your timeline and scope.
Q) How long does it take?
Most audits take 2–4 weeks from kick-off. If you’re facing a deadline or board presentation, let us know—we’ll do our best to accommodate.
Q) What if we only have a rough idea?
That’s normal—and expected. Whether you have a vague goal or a half-baked idea, our process shapes it into a clear, scoped plan backed by workflows and success metrics.
Q) What happens after the audit?
You’ll receive a full audit report and delivery proposal. You can proceed with us, or use the artefacts to brief another supplier. Either way, you leave with clarity, direction and the materials needed to move forward confidently.
Q) What exactly is an AI Agent?
An AI Agent is a task-focused automation tool that combines machine learning, business rules and system integrations to carry out work on your behalf. Unlike a chatbot, which responds to prompts, an Agent can monitor systems, make decisions and take actions—often without needing constant human input. Think of it as a tireless digital colleague that operates within defined boundaries.
Q) How is an AI Agent different from ChatGPT or an LLM?
LLMs like ChatGPT excel at generating content and answering questions, but they don’t monitor systems, enforce business rules or connect to workflows. AI Agents are still LLMs under the hood, but, by contrast, are connected, persistent and goal-driven. They can observe, decide and act across tools such as CRMs, ERPs, inboxes and APIs.
Q) Can you build the AI Agent for us after the review?
Yes—most clients do exactly that. Once we’ve completed the audit and scoped your Agent’s role, we can move directly into implementation. We use our Scorchsoft AI Agent Engine to accelerate development, delivering a robust, custom-fit solution without starting from scratch.
Q) Can AI Agents really be trusted to do important tasks?
Yes—but only when designed properly. That’s why our process defines clear boundaries (what the Agent can and can’t do), fallback rules and performance KPIs. We also support human-in-the-loop options, where your team reviews or approves key decisions. Our approach balances autonomy with accountability.
Q) How do I get started?
If you want to hear more, simply contact us or contact our team to book a free initial strategy call.
