.01
Readiness is set by your weakest dimension
A strong strategy cannot carry a process nobody has written down. A great data platform cannot carry an agent that no one is allowed to approve. Programs move at the pace of their lowest score, which is why the next move almost always sits there.
Rule of thumbSpend the next quarter lifting your lowest dimension, not polishing your highest.
.02
Pick a workflow, not a technology
Good first agents start from a painful, high-volume workflow with clear rules and a measurable baseline: invoice matching, vendor onboarding, case triage. The model choice comes later. A pilot without a baseline cannot prove anything.
Rule of thumbMeasure hours per case and error rate for two weeks before the pilot starts.
.03
Design the human checkpoints first
Decide up front where a person approves, reviews a sample or handles the exception. That design is what earns trust from finance, risk and the team doing the work. It also makes the agent easier to audit and improve.
Rule of thumbAutomate up to about 80% of a task. Keep people on decisions that carry financial, legal or customer risk.