Engagement Details

A structured 5-week engagement designed to minimize disruption while maximizing insights. Here's exactly what to expect when you partner with SDI for your Agentic Workforce Opportunity Assessment.

The Assessment Journey

Our proven methodology takes you from initial discovery to actionable roadmap in just 5 weeks, with clear milestones and deliverables at each phase.

Phase 1
Week 1

Discovery & Kickoff

Initial stakeholder meetings, scope definition, and team alignment.

Executive sponsor briefing
Core team identification
Scope and objectives alignment
Communication plan setup
Phase 2
Weeks 2-3

Process Mapping

Deep-dive into your workflows through interviews and documentation.

Stakeholder interviews (8-12 sessions)
Workflow observation and shadowing
Process documentation creation
Time allocation analysis
Phase 3
Week 4

Analysis & Segmentation

AI readiness assessment and task categorization.

Task segmentation analysis
AI opportunity identification
ROI potential estimation
Risk assessment
Phase 4
Week 5

Recommendations & Roadmap

Final deliverables and strategic recommendations presentation.

Executive presentation
Detailed recommendations report
Implementation roadmap
Next steps planning

What You'll Receive

Your investment delivers a comprehensive package of insights, documentation, and strategic recommendations.

Comprehensive Process Map Documentation
Task Segmentation Matrix with AI Readiness Scores
Prioritized Automation Opportunities Report
ROI Projections and Business Case
Implementation Roadmap with Phasing
Executive Summary and Presentation
Change Management Recommendations
Technology Stack Recommendations

Duration

5 weeks

Your Commitment

2-4 hours per week from key stakeholders

Your SDI Team

Dedicated SDI consultant + support team

Ready to Transform Your Workforce?

Schedule an exploratory call to discuss your organization's needs and learn how the Agentic Workforce Opportunity Assessment can help you unlock AI-powered efficiency.

Find out what 20% efficiency means for your bottom line