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drag to pan · scroll to move · ⌘ + scroll to zoomillustrative example · sample company dataHuman Exec Team
Keys and Legends
Chief AI Agent
✳High Level Functionality
Phase 1:
✳
AI Co-Pilots, First Automations & Agents:
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Employees from all departments can use an intelligent AI Co-Pilot, integrated with business software via Chat GPT connectors, to work faster and more effectively.
✳
Initial automations and agents are built for core departments, with human-in-the-loop workflows automated to support cultural adoption and training.
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During monthly team meetings, AI champions from each department are identified based on their use of Co-Pilots, understanding of AI technology, and enthusiasm for adoption in this first phase.
Phase 2:
✳
AI Brains, Additional Automations & Agents:
✳
AI Brains, accessible to employees in all departments, tap into company knowledge bases, analyze data beyond human capability, and are voice-enabled to participate in meetings.
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Additional automations and agents are developed for advanced workflows requiring minimal human-in-the-loop oversight, implemented after the workforce has culturally adopted AI.
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In this phase, data structuring, transformation, and cultural training on data handling are critical, laying the foundation for phase 3's autonomous AI agents, which can leverage all automations and functionalities from phases 1 and 2 simultaneously.
Phase 3:
✳
Autonomous AI Agents & Complex Automations:
✳
Drawing on all automations developed in phases 1 and 2, autonomous AI agents function as company-aligned operators, working much like human employees.
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More complex agent automations are created for advanced, dynamic workflows that require minimal human oversight, implemented once all other automations are in place.
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In this phase, data, training, and cultural adoption are fully matured, enabling a smoother transition to integrating autonomous AI agents into the organization.
✳Example Co.
Eleanor West
Chief Executive Officer
Example Co.
Marcus Cole
Chief Operating Officer
Example Co.
- Directs other agents as per requested task
- Human point of contact via email, whatsapp, slack
- Automation & Agent Tools
Tools, Integrations & Software Assets:
Example Co. Navigation:
Team
Head of Team
AI Team Brains
Phases
Individual Agents
Agent Tools
Leadership
Sales
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- Prospect Research
- CRM Enrichment
- Intelligent Lead Scoring
- Lead Routing
Roadmapped:
- Automated Follow-up
- Meeting Preparation
- Proposal Generation
- Competitive Intelligence
Roadmapped:
- Conversational AI
- CRM Data Synchronization
- Sales Pipeline System
- Abandonment Recovery
Tools & Integrations
Sales AI Lead: Priya Sharma
AI Developer: Leo Martins
Data Lead: Aisha Bello
AI Manager: Tom Reyes
Customer & Admin
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- Ticket Triage
- Ticket Routing
- Response Drafting
- Dynamic FAQ
Roadmapped:
- Sentiment Analysis
- Multi-language Support
- Automated Follow-up
- Customer Context Enrichment
Roadmapped:
- QA Automation
- Issue Detection
- Automated Reporting
- Churn Prediction
Tools & Integrations
CS AI Lead: Dana Whitfield
AI Developer: Omar Haddad
Data Lead: Mia Chen
AI Manager: Jonas Berg
Marketing & Growth
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- Content Ideation
- Content Repurposing
- Lead Generation
- Personalisation
Roadmapped:
- Sentiment Analysis
- Competitor Ad Analysis
- Social Media Management
- Automated Reporting
Roadmapped:
- Conversational AI
- Visual AI Content Creation
- Product Mock-Ups
- Autonomous Campaign Agent
Tools & Integrations
Marketing AI Lead: Sofia Marchetti
AI Developer: Ethan Cole
Data Lead: Ruth Adeyemi
AI Manager: Felix Braun
Operations
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- Automatic Email Labelling
- Automatic Email Drafting
- Deep Research Assistants
- SOP Digitisation
Roadmapped:
- Inventory & Stock Insights
- Replenishment Recommendations
- Returns Insights
- Supplier Scorecards
Roadmapped:
- Autonomous Order Orchestration
- Exception Handling Agent
- Logistics Optimisation
- End-to-End Fulfilment Agent
Tools & Integrations
Ops. AI Lead: Marcus Vale
AI Developer: Ingrid Sol
Data Lead: Kenji Mori
AI Manager: Clara Voss
Tech, AI & Automations
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- AI Strategy
- AI Chatbots
- AI Agents
- AI Management
Roadmapped:
- Agent Observability
- Integration Hub
- Prompt Library Management
- Evaluation Pipelines
Roadmapped:
- Multi-Agent Orchestration
- Self-Healing Automations
- Agent Governance
- Continuous Optimisation
Tools & Integrations
Tech AI Lead: Ada Okonkwo
AI Developer: Nikolai Rehn
Data Lead: June Park
AI Manager: Oscar Lindqvist
Finance
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- Invoice & Receipt Capture
- Auto-Forward Invoices
- Expense Categorisation
- AI Analyst
Roadmapped:
- Cashflow Forecasting
- Reconciliation Agent
- Spend Anomaly Detection
- Budget Variance Alerts
Roadmapped:
- Autonomous AP/AR Agent
- Predictive Revenue Modelling
- Audit Preparation Agent
- Continuous Close
Tools & Integrations
Finance AI Lead: Helena Cruz
AI Developer: Rafael Nunes
Data Lead: Tara Singh
AI Manager: Gustav Meyer
Human Resources
Individual Agents
Individual Agents
Individual Agents
Roadmapped:
- Job Description Drafting
- Resume Screening
- Candidate Matching
- Internal Knowledge Database
Roadmapped:
- Interview Scheduling
- HR Helpdesk
- Workforce Planning
- Workforce Analytics
Roadmapped:
- Initial Interview Screening
- Onboarding Automation
- Performance Insights
- Policy Compliance Agent
Tools & Integrations
HR Lead: Nora Fontaine
AI Developer: Sam Idowu
Data Lead: Katya Blom
AI Manager: Diego Ruiz
BUSINESS REFERENCE MODEL
✳Business Reference Model
1. Strategy & Leadership
Department Lead: Eleanor West
AI Developer: Ada Okonkwo
1.1 Vision, Mission & Values
1.1.1 Vision & Mission
1.1.2 Guiding Principles
1.1.3 Leadership Alignment
1.1.4 Cultural Development
1.1.5 Business Purpose
1.1.6 Vision Execution
1.2 Planning & Goals
1.2.1 Goal Setting
1.2.2 Plan Actions
1.2.3 Plan Resources
1.2.4 Plan Scenarios
1.2.5 Plan Initiatives
1.2.6 Align Strategy
1.3 Tracking & Review
1.3.1 Track Progress
1.3.2 Review Results
1.3.3 Check KPIs
1.3.4 Spot Trends
1.3.5 Review Risks
1.3.6 Adjust Plans
2. Product Management
Department Lead: Marcus Cole
AI Developer: Nikolai Rehn
2.1 Planning & Strategy
2.1.1 Roadmap Planning
2.1.2 Review Pricing
2.1.3 Plan Offers
2.1.4 Review Packages
2.1.5 Pricing Strategy
2.1.6 Plan New Offerings
2.2 Delivery & Updates
2.2.1 Add Features
2.2.2 Improve Processes
2.2.3 Usability Testing
2.2.4 Launch Changes
2.2.5 Competitor Research
2.2.6 Personalize Service
2.3 Monitoring & Support
2.3.1 Track Usage
2.3.2 Check Quality
2.3.3 Feedback Cycles
2.3.4 Fix Issues
2.3.5 Track Reviews
2.3.6 Adjust Plans
3. Operations & Supply Chain
Department Lead: Marcus Vale
AI Developer: Ingrid Sol
3.1 Resource & Planning
3.1.1 Plan Capacity
3.1.2 Demand Forecast
3.1.3 Resource Scheduling
3.1.4 Supplier Coordination
3.1.5 Asset Tracking
3.1.6 Procurement Planning
3.2 Execution & Delivery
3.2.1 Service Delivery
3.2.2 Order Fulfilment
3.2.3 Workflow Management
3.2.4 Client Onboarding
3.2.5 Project Delivery
3.2.6 Vendor Management
3.3 Efficiency & Risk
3.3.1 Process Optimization
3.3.2 Cost Reduction
3.3.3 Quality Assurance
3.3.4 Risk Management
3.3.5 Compliance Monitoring
3.3.6 Sustainability Planning
4. Marketing & Growth
Department Lead: Sofia Marchetti
AI Developer: Ethan Cole
4.1 Planning & Strategy
4.1.1 Brand Positioning
4.1.2 Audience Research
4.1.3 Offer Planning
4.1.4 Channel Selection
4.1.5 Campaign Planning
4.1.6 Message Testing
4.2 Content & Campaigns
4.2.1 Content Creation
4.2.2 Ad Management
4.2.3 Email Marketing
4.2.4 Social Posting
4.2.5 Event Promotion
4.2.6 Partnership Marketing
4.3 Tracking & Improvement
4.3.1 Track Campaigns
4.3.2 Monitor Trends
4.3.3 Review Performance
4.3.4 Measure ROI
4.3.5 Optimize Budget
4.3.6 Adjust Strategy
5. Sales
Department Lead: Priya Sharma
AI Developer: Leo Martins
5.1 Planning & Outreach
5.1.1 Lead Sourcing
5.1.2 Prospect Research
5.1.3 Target List
5.1.4 Outreach Planning
5.1.5 CRM Updating
5.1.6 Follow-Up
5.2 Conversion & Closing
5.2.1 Client Meetings
5.2.2 Present Offers
5.2.3 Handle Objections
5.2.4 Negotiate Terms
5.2.5 Send Proposals
5.2.6 Close Deals
5.3 Tracking & Growth
5.3.1 Track Pipeline
5.3.2 Monitor Deals
5.3.3 Review Wins/Loss
5.3.4 Forecast Sales
5.3.5 Measure Targets
5.3.6 Adjust Approach
6. Customer & Admin
Department Lead: Dana Whitfield
AI Developer: Omar Haddad
6.1 Customer Support
6.1.1 Answer Queries
6.1.2 Resolve Issues
6.1.3 Ticket Routing
6.1.4 Service Requests
6.1.5 Provide Training
6.1.6 Follow-Up
6.2 Account Management
6.2.1 Update Accounts
6.2.2 Manage Contracts
6.2.3 Process Renewals
6.2.4 Track Payments
6.2.5 Manage Subscriptions / Refunds
6.2.6 Review Accounts
6.3 Admin & Records
6.3.1 File Documents
6.3.2 Maintain Records
6.3.3 Update Policies
6.3.4 Organize Files
6.3.5 Process Forms
6.3.6 Update Systems
7. Data & Analytics
Department Lead: June Park
AI Developer: Kenji Mori
7.1 Data Collection
7.1.1 Gather Sales
7.1.2 Track Traffic
7.1.3 Record Feedback
7.1.4 Log Operations
7.1.5 Capture Costs
7.1.6 Store Records
7.2 Analysis & Insights
7.2.1 Trend Analysis
7.2.2 KPI Monitoring
7.2.3 Pattern Detection
7.2.4 Forecast Demand
7.2.5 Risk Analysis
7.2.6 Opportunity Scoring
7.3 Reporting & Action
7.3.1 Share Reports
7.3.2 Present Findings
7.3.3 Recommend Actions
7.3.4 Update Dashboards
7.3.5 Set Targets
7.3.6 Adjust Plans
8. Tech, AI & Automations
Department Lead: Ada Okonkwo
AI Developer: Nikolai Rehn
8.1 AI Strategy
8.1.1 AI Strategy Adoption
8.1.2 AI Roadmap
8.1.3 AI Co-Pilots
8.1.4 AI Brains
8.1.5 AI Automations & Agents
8.1.6 AI Governance & Compliance
8.2 Automation Build
8.2.1 Map Workflows / SOPs
8.2.2 Build / Select Automations
8.2.3 Connect Software / Integrations
8.2.4 Test Processes
8.2.5 Deploy Solutions
8.2.6 Training Sessions
8.3 Monitoring & Support
8.3.1 Monitor Systems
8.3.2 Check Integrations
8.3.3 Track Performance (ROI)
8.3.4 Fix Issues
8.3.5 Update Automations
8.3.6 Improve Efficiency
9. Finance
Department Lead: Helena Cruz
AI Developer: Rafael Nunes
9.1 Planning & Budget
9.1.1 Budget Planning
9.1.2 Forecast Revenue
9.1.3 Allocate Funds
9.1.4 Plan Investments
9.1.5 Cost Analysis
9.1.6 Cashflow Planning
9.2 Transactions & Control
9.2.1 Process Payments
9.2.2 Manage Invoices
9.2.3 Track Expenses
9.2.4 Reconcile Accounts
9.2.5 Approve Purchases
9.2.6 Manage Payroll
9.3 Reporting & Compliance
9.3.1 Prepare Reports
9.3.2 File Taxes
9.3.3 Meet Deadlines
9.3.4 Audit Records
9.3.5 Ensure Compliance
9.3.6 Submit Filings
10. Human Resources
Department Lead: Nora Fontaine
AI Developer: Sam Idowu
10.1 Planning & Hiring
10.1.1 Role Planning
10.1.2 Job Posting
10.1.3 Candidate Sourcing
10.1.4 Screen Applicants
10.1.5 Interview Scheduling
10.1.6 Offer Management
10.2 Training & Development
10.2.1 Staff Training
10.2.2 Career Development
10.2.3 Engagement Surveys
10.2.4 Team Building
10.2.5 Feedback Reviews
10.2.6 Recognition Programs
10.3 Tracking & Compliance
10.3.1 Track Attendance
10.3.2 Monitor Performance
10.3.3 Update Records
10.3.4 Manage Policies
10.3.5 Ensure Compliance
10.3.6 Track Certifications
11. Legal, Risk & Compliance
Department Lead: Victor Lang
AI Developer: Katya Blom
11.1 Legal Management
11.1.1 Draft Contracts
11.1.2 Review Terms
11.1.3 Manage Claims
11.1.4 Protect IP
11.1.5 Negotiate Agreements
11.1.6 Store Documents
11.2 Risk Management
11.2.1 Identify Risks
11.2.2 Assess Impact
11.2.3 Mitigate Issues
11.2.4 Monitor Trends
11.2.5 Plan Responses
11.2.6 Risk Register
11.3 Compliance Control
11.3.1 Track Regulations
11.3.2 Update Policies
11.3.3 File Reports
11.3.4 Audit Processes
11.3.5 Ensure Standards
11.3.6 Meet Deadlines
DEVELOPMENT ROADMAP
✳AI Development Roadmap
Phase 1
Phase 2
Phase 3
Sprint 1
Sprint 2
Sprint 3
Sprint 4
Sprint 1
Sprint 2
Sprint 3
Sprint 4
Sprint 1
Sprint 2
Sprint 3
Sprint 4
Sales
Sales AI Co-Pilot
Data Organisation
Sales AI Brain
Company Adoption
Autonomous Sales Agents
Multi-Agent System Architecture
Prospect Research & CRM Enrichment
Intelligent Lead Scoring & Routing
Meeting Preparation and Briefing
Automated Follow Up Sequencing
Proposal and Document Generation
Competitive Intelligence Gathering
Data Integration and CRM Synchronization
Sales Pipeline Health Monitoring and Alert System
Conversational AI Sales Assistants
Account Management and Expansion Monitoring
Predictive Analytics and Revenue Forecasting
Training, testing & evaluations
Support
Customer Support AI Co-Pilot
Data Organisation
Customer Support AI Brain
Company Adoption
Autonomous Customer Support Agents
Multi-Agent System Architecture
Response Drafting Assistant
Ticket Triage and Routing
Dynamic FAQ & Knowledge Base
Training, testing & evaluations
Sentiment Analysis and Escalation
Multi-language Support
Automated Follow-up Management
Customer Context Enrichment
Quality Assurance Automation
Proactive Issue Detection
Performance Analytics and Insights
Training, testing & evaluations
Marketing
Marketing AI Co-Pilot
Data Organisation
Marketing AI Brain
Company Adoption
Autonomous Marketing Agents
Multi-Agent System Architecture
Lead Generation
Content Ideation
Content Repurposing
Campaign Personalisation
Social Media Sentiment Analysis
Competitor Ad Intelligence
Automated Social Media Management
Automated Reporting and Analytics
Conversational AI Assistants
Visual AI Content Creation
Product Mock-Ups
Training, testing & evaluations
Operations
Operations & Supply Chain AI Co-Pilot
Data Organisation
Operations & Supply Chain AI Brain
Company Adoption
Autonomous Operations & Supply Chain Agents
Multi-Agent System Architecture
Automatic Email Labelling
Automatic Email Drafting
Deep Research, Perplexity, Custom GPTs
Training, testing & evaluations
Inventory & Stock Insights
Replenishment Recommendations
Returns Insights
Supplier Scorecards
Autonomous Order Orchestration
Exception Handling Agent
Logistics Optimisation
Training, testing & evaluations
Data
Data & Analytics AI Co-Pilot
Data Organisation
Data & Analytics AI Brain
Company Adoption
Autonomous Data & Analytics Agents
Multi-Agent System Architecture
Auto-Capture from Workflows & Tools
Smart Metadata & Schema Mapping
Vector Embedding & AI-Ready Storage
Training, testing & evaluations
Access Controls & Usage Logging
Source Integration Agent
Data Cleanup & Validation Agent
Training, testing & evaluations
Refresh, Archival & Compliance Agent
Autonomous Data Quality Agent
Insight Generation Agent
Training, testing & evaluations
Human Resources
Human Resources AI Co-Pilot
Data Organisation
Human Resources AI Brain
Company Adoption
Autonomous Human Resources Agents
Multi-Agent System Architecture
Job Description Creator
Initial Resume Screening
Candidate Matching
Training, testing & evaluations
Interview Scheduling & Coordination
HR Helpdesk and Policy Q&A
Workforce Planning and Analytics
Training, testing & evaluations
Initial Interview Screening
Onboarding Automation Agent
Workforce Planning Agent
Training, testing & evaluations
Finance
Finance AI Co-Pilot
Data Organisation
Finance AI Brain
Company Adoption
Autonomous Finance Agents
Multi-Agent System Architecture
Auto-Forward Invoice to Finance Department
Invoice & Receipt Capture Assistant
AI Analyst
Training, testing & evaluations
Cashflow Forecasting
Reconciliation Agent
Spend Anomaly Detection
Training, testing & evaluations
Autonomous AP/AR Agent
Predictive Revenue Modelling
Audit Preparation Agent
Training, testing & evaluations
BUSINESS VALUE CHAIN
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Strategic Planning & Leadership
Core Business Functions:
Market Positioning
Leadership Oversight
Progress Tracking
Risk Planning
Strategic Planning & Alignment
Vision & Values
Enabling Business Functions:
AI Strategy & Governance
Automation Build
Workflow Integration
Monitoring & Optimisation
AI Development
AI Management
Tech, AI & Automations
Product & Operations
Core Business Functions:
Roadmap Planning
Quality Assurance
Supplier Coordination
Process Optimization
Product/Service Management
Delivery & Fulfilment
Enabling Business Functions:
Data Management
Data Analysis Procedures
Business Intelligence & Reporting
Dashboards
Data Collection
Analysis & Insights
Data & Analytics
Marketing & Sales
Core Business Functions:
Brand Positioning
Audience Engagement
Lead Nurturing
Account Management
Campaign Management
Conversion & Closing
Enabling Business Functions:
Accounts Receivable
Accounts Payable
Payroll & Benefits Administration
Budgeting & Forecasting
Planning & Budgeting
Accounting
Finance
Delivery & Customer Support
Core Business Functions:
Feedback Collection
Issue Resolution
Service Improvements
Follow-Up
Customer Onboarding
Customer Support
Enabling Business Functions:
Performance Tracking
Learning & Development
Employee Compensation
Performance Management
Hiring & Onboarding
Development & Engagement
Human Resources