Do you have a concrete first use case, with an owner and clear value? Choose an option No, still exploring Scattered ideas, no owner One candidate, not quantified A case with an owner and estimated value Prioritised case, with owner and ROI
Do the data that case needs exist, accessible and reliable? Choose an option We don’t know what data is needed They exist, but scattered and messy Accessible with manual effort Accessible and in good shape API-accessible, reliable and governed
Do you have access to the systems where the work lives (CRM, ERP, email…)? Choose an option No, and we don’t know how Manual access only (screens) Some API, unclear permissions APIs available with permissions APIs, permissions and a sandbox
Is there someone to operate and maintain it, not just build it? Choose an option Nobody assigned Someone occasionally, no time Someone builds, nobody operates An owner to build and operate Defined operating role and process
Are there minimum approval and accountability rules before an agent acts? Choose an option We haven’t considered it Informal trust, no rules Some ad-hoc manual review Approval and owner per case Default controls and traceability
Is there budget and sponsorship to reach production, not just a pilot? Choose an option No budget For a small experiment For a pilot, no further Clear budget and sponsor Multi-year budget and sponsorship