Map core processes across departments and shifts. Document steps, handoffs, systems touched, and typical wait times. Identify bottlenecks and rework. Produce a baseline that highlights where agentic assistants can remove steps, shorten queues, and standardize outcomes.

Inventory scheduling, inventory, CRM, ticketing, and reporting tools. Trace data movement, freshness, and access. Flag missing identifiers, permissions, and integrations. Prioritize fixes that enable real-time eligibility, routing, and autonomous actions across operational workflows.

List repetitive tasks by role, frequency, duration, and dependencies. Include lookups, entries, approvals, and status updates. Score for automation fit and risk. Recommend agentic copilots where rules are clear, context is available, and outcomes are measurable.

Trace how work moves between teams and locations. Capture triggers, SLAs, queues, and common failure points. Surface delays caused by handoffs, channel switching, or unclear ownership. Propose coordination patterns that agentic systems can execute and monitor.

Review policies for access, data retention, privacy, and approvals. Define allowed actions, escalation thresholds, and audit requirements. Specify tone and disclosure standards. Establish the guardrails needed for safe, compliant, on-brand autonomous assistance.

Document current KPIs, calculation methods, and data sources for productivity, resolution time, quality, and cost. Identify gaps and conflicting definitions. Assign owners and review cadences so agentic improvements are tracked, verified, and attributable.