Name the job + decision
Mutual NDA, workflow-owner and systems-owner kickoff, then a map of the current trigger, decisions, actions, exceptions, handoffs, and the build decision this audit must support.

A five-day audit of one business workflow, its systems, and the evidence needed to make one agent build decision.
Bring the work as it runs today, the people and systems that own it, representative cases, and the decision you are prepared to make. Across five working days, we trace the job, authority, handoff, acceptance boundary, and operating evidence.
Each day resolves a different uncertainty. We do not begin with a preferred vendor, automation rate, or implementation promise.
Mutual NDA, workflow-owner and systems-owner kickoff, then a map of the current trigger, decisions, actions, exceptions, handoffs, and the build decision this audit must support.
Representative cases, source systems, data boundaries, integrations, allowed and prohibited actions, human work, exception paths, and outcome evidence. Code and repositories are reviewed when they are part of the workflow.
Accepted intents, required context, tool and credential scope, human handoff, acceptance cases, stop conditions, observability, operating assumptions, and phased implementation options.
A 60-minute readout and one explicit recommendation: proceed, narrow the first release, repair prerequisites, or do not build.
A current-workflow map with the owner, handoffs, exceptions, and decision boundary made explicit.
A source-system, data, and integration inventory that separates available access from assumed access.
An authority boundary that states what the agent may do, what it must never do, and when a person takes over.
An acceptance and stop-case set written before implementation, with missing evidence left visible.
Operating assumptions and a release path without invented performance or ROI claims.
A decision memo and build brief the buyer can fund, narrow, defer, or reject.
You leave with six retained artifacts and a direct recommendation: proceed, narrow the first release, repair prerequisites, or do not build. The fee credits 100% into any build within 30 days.
The audit fee credits 100% into any follow-on engagement signed within 30 days.
A build/no-build decision grounded in the real work, systems, exceptions, and ownership.
A clear boundary for what the agent owns, where a person takes over, and how accepted work is judged.
An implementable scope with explicit authority, failure controls, observability, and handoff.
We sign a mutual NDA before any source-system, customer, revenue, or code data is shared.