Agentic Profit
Discovery
We spend 2 weeks inside your business to find where AI agents can do the work your team is doing by hand.
Before we recommend a single AI tool, we map your workflows from the ground up. We look at every process, every handoff, and every system your team touches. Then we show you exactly which tasks AI agents can take over, which ones need a simpler fix, and which ones should stay with your people.
Companies we've worked with
This is for business owners who keep hearing about AI agents but are not sure where they actually fit. Maybe you tried ChatGPT Enterprise or Microsoft Copilot, and it was fine for quick questions, but it did not change how your operation runs. Or maybe a vendor pitched you on agentic AI and you could not tell if it was real or just another round of hype. We built this assessment to cut through that noise.
When you work with us, Michael personally embeds in your operation for two weeks. He maps every workflow, interviews the people who do the work, and audits the systems they use. He is not running a checklist or sending a junior analyst. You get someone who has been automating business operations since 2003, has worked with clients like Doyle Dane Bernbach, Lexington Law & Teck Cominco, and has hands-on experience with platforms like LangChain, CrewAI, n8n, and Power Automate.
The goal is simple. We find the workflows where AI agents will save you real money and real time. We also tell you where they will not. Not every process needs an agent. Some just need a basic integration or a better tool. We give you the honest answer for each one, with numbers attached.
Michael works inside your operation. He interviews your stakeholders, shadows your team, and maps your systems firsthand to find where AI agents belong.
We talk to the people who actually do the work. For smaller teams, that is 3 to 5 conversations. For larger organizations, up to 15. Each runs 30 to 45 minutes.
If a workflow does not need an AI agent, we say so. You get a roadmap built on what actually works for your business, not what sells the most software licenses.
The Workflows AI Agents Can Take Over
Most of the best opportunities for agentic AI are not exotic. They are sitting in plain sight. A team member re-keying data between Salesforce and your ERP because nobody built the integration. Customer onboarding steps that follow the same pattern every time but still require someone to copy, paste, and verify across three systems. Weekly reports that take hours to pull together when an agent could do it in minutes.
These stay invisible because most AI consultants start with the technology and work backward. They show you what their platform can do, then try to find a place to put it. We do the opposite. We start by mapping your actual workflows using a Value Stream Mapping approach. We trace every process end to end, measure cycle time at each step, and calculate the true cost of how things run today. Only then do we figure out which parts an AI agent should handle.
The result is a document that shows you exactly where agentic AI fits, where simpler automation like Zapier or Power Automate is the better call, and where your people should stay in control.
Multi-Step Tasks Running on Manual Labor
Your team is handling document intake, data entry, or customer requests by clicking through the same five screens every time. An AI agent built on a framework like LangChain or CrewAI can follow those steps on its own, with human review only when something falls outside the rules.
Repetitive Decisions That Follow a Pattern
Routing support tickets, approving standard requests, or classifying incoming documents. These are judgment calls your team makes hundreds of times a week, but the logic is consistent enough for an agent to handle using models from OpenAI, Anthropic, or Azure OpenAI Service.
Disconnected Systems Creating Busywork
When your CRM does not talk to your project management tool, or your finance system is not linked to your operations platform, your people become the integration layer. We map every gap and show you where an agent or a simple connector like Workato or MuleSoft can close it.
How It Works
Three steps over two weeks. You get a prioritized roadmap with real numbers attached to every opportunity we find.
Week 1
Discovery and Process Analysis
Discovery Interviews
We interview your leadership team and the people on the ground to find the gap between how the business is supposed to run and how it actually runs. That gap is where the money is. We are not asking about goals or visions. We are looking for broken processes, friction, and inefficiencies.
Map the Process and Find Opportunities
We map your entire operation across Acquisition, Delivery, and Support on a single canvas. Then we score every opportunity we found against effort and impact. Quick Wins go to the top. Before we finalize anything, we validate the plan with you so you have ownership of the priorities.
Value Stream Map
Full process map
Value vs. Effort Matrix
Effort vs. impact scoring
Validation
Co-created with you
Week 2
Presentation and Next Steps
The ROI Summary
Every recommendation comes with the math to back it up. The ROI Summary shows the savings per process, the estimated implementation cost, and the projected Year 1 ROI. We include a revenue uplift section showing what happens when you redirect freed-up employee hours to higher-value work. The presentation ends with clear next steps.
23 Years. Real Clients. Real Stakes.
The Deliverables
Everything you need to act on the findings right away. No filler, no fluff.
Agent Opportunity Map
A ranked list of every workflow we evaluated, scored by agentic AI fit. For each one, we tell you whether it is a strong candidate for an AI agent, better served by simpler automation like Power Automate or Zapier, or best left with your team. No guesswork.
Workflow Architecture Diagrams
Visual maps showing how each recommended agent would connect to your existing systems. These cover data flow, decision points, human checkpoints, and integration touchpoints with platforms like Salesforce, ServiceNow, or your ERP.
Risk and Complexity Assessment
For every agent candidate, we outline the edge cases, the systems involved, where the agent is most likely to fail, and what kind of human oversight it needs. We also flag compliance considerations aligned with frameworks like NIST AI RMF and SOC 2.
Build vs. Buy Analysis
An honest comparison of building custom agents using frameworks like LangChain or AutoGen versus using platforms like Microsoft Power Automate or n8n. Sometimes the simpler tool is the right answer, and we will tell you when that is the case.
ROI Summary
The math behind every recommendation. FTE hours saved per workflow, estimated implementation cost, projected Year 1 return, and a cost breakdown covering API usage, infrastructure, and ongoing monitoring. If a workflow does not have a clear return, we say so.
Prioritized Implementation Roadmap
The co-created, validated list of projects in the order we recommend building them. Quick wins first, bigger initiatives planned for later. You helped build this during the validation step, so there are no surprises.
After the Assessment
The roadmap belongs to you. What happens next is your call.
Implement It Yourself
Take the roadmap to your internal team or another vendor. The documentation includes architecture diagrams and technical specs detailed enough to hand off without a follow-up call.
We Build It For You
We continue as your implementation partner, building and deploying the AI agents using Agile sprints. Full accountability for outcomes, measured by the ROI we projected.
Fractional CTO Model
For ongoing AI leadership and governance, transition to the Fractional CTO engagement model for continuous optimization.
Start With a 30-Minute Call
Every engagement starts with a conversation to make sure this is the right fit. Michael reviews every inquiry personally. No sales team, no intake form that goes into a queue.
Request the Assessment