Agentic Platform Onboarding Assessment

Find the right platform for the way your business works. WTA maps your internal process, compares suitable tools, and defines how your team can adopt them. Start with one workflow and leave with an evidence-based recommendation, a scoped onboarding plan, and clear next steps.

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Tell us your goal. We’ll discuss fit, scope, and the next step.

Agentic Platform Onboarding
AI
Map. Select. Onboard.

Agentic Platform Onboarding

From an Unclear Process to a Practical Platform Decision

You do not need a finished process map or a chosen tool. We work with the people doing the work to understand handoffs, exceptions, approvals, and existing systems. Then we shortlist platforms against those requirements and plan a controlled first rollout.

Microsoft tools. Clear business ownership.

Start with the work your team needs to complete. We assess the current journey and its costs, choose a useful pilot, and agree on quality, access, and operating checks before expanding automation.

Build useful workflows

Microsoft Azure, Foundry, and Copilot Studio support different delivery needs. We choose the approach around your data, integrations, and team responsibilities.

Keep people in control

Microsoft Entra and agreed approval steps set access boundaries. Engineers and business owners review important changes and retain responsibility for results.

Measure daily operations

Azure Monitor and the agreed Agent Swarm operating view help track workflow quality, failures, support effort, and cost per completed task.

Evidence first. Clear architecture decisions.

We review the agreed Azure workload against the business it supports. Findings connect technical evidence to operating risk, improvement priorities, and a practical remediation plan.

Review five Azure pillars

Assess reliability, security, cost optimization, operational excellence, and performance efficiency. Sustainability adds a separate lens on efficient resource use.

Make tradeoffs visible

Explain how cost, capacity, access, and recovery choices affect the business. Recommendations include assumptions, dependencies, and indicative effort.

Agree the next step

The scope specifies whether remediation and reassessment are included. A review identifies improvements; it does not itself fix the workload or certify security.

A useful use case. A measurable pilot.

We assess business priorities, data, technology, people, governance, and delivery readiness around specific use cases. Evidence determines where to start and which prerequisites must come first.

Understand the real workflow

Record volumes, effort, delays, exceptions, and current costs with the business owner. Identify where AI, conventional automation, or process changes may help.

Check data and controls

Review information quality, integration options, access boundaries, team skills, and human approvals. Readiness depends on the actions the proposed system will take.

Define the business case

Compare model, hosting, integration, human review, maintenance, and support costs. Agree acceptance measures, ownership, and stopping criteria before the pilot.

Decision Models. Controlled Agent Workflows.

Combine decision models with agents that perform defined tasks. We select the model and integration approach for the workflow and agree on deployment and data boundaries before connecting production systems.

Models guide decisions

The selected decision model evaluates inputs and returns structured outputs for agreed choices and routing rules. We evaluate routing and validation decisions against representative workflow examples.

Agents execute

Microsoft Agent Framework coordinates specialist agents and deterministic steps. Application code enforces allowed routes, tool permissions, and bounded retries.

People approve

Consequential actions pause for an authorized reviewer. Clear evidence, configured recovery, and monitoring keep ownership visible throughout the workflow.

A process map. A platform decision. An onboarding plan.

For business and technology teams that need help translating internal work into platform requirements. The assessment defines what to adopt, why it fits, and what must happen before people rely on it.

Understand the process

Receive a current-state workflow map, baseline assumptions, and a requirements brief. Capture the exceptions, permissions, and human decisions that a demonstration may miss.

Choose with evidence

Receive a comparison scorecard and recommendation covering task fit, integrations, data handling, operating cost, support, and portability. Document what remains untested.

Prepare for adoption

Receive a rollout roadmap with access, setup, testing, training, support, and handover responsibilities. Hands-on onboarding follows the agreed implementation scope.

The proposal specifies the workflows and platforms reviewed, delivery milestones, acceptance criteria, and exclusions. Platform subscriptions and ongoing support are identified separately.

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How to Get Started in 3 Steps

Your Platform Onboarding Journey in Three Steps

Illustrative assessment team working through delivery decisions.
Map & Prioritize
Step
1

Map & Prioritize

Walk through a representative process with its owner. Record tasks, systems, exceptions, permissions, and a measurable baseline.

Compare & Validate
Step
2

Compare & Validate

Score shortlisted platforms against your requirements, cost assumptions, and representative test cases. Record tradeoffs and unresolved questions.

Plan & Onboard
Step
3

Plan & Onboard

Agree the rollout scope, access, integrations, training, acceptance checks, and handover. Execute setup and onboarding where included in the proposal.

Accelerated use cases real-world aI impact

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Frequently asked questions

Who is this service for?

This service is for business and technology teams with a defined operating problem or investment decision. Use the deliverables on this page to assess fit. We will review your goal and dependencies before recommending an engagement.

What will our team receive?

The deliverables on this page describe the intended outputs. Your proposal confirms the included work, acceptance criteria, responsibilities, and handover. An initial enquiry does not commit you to an assessment or implementation.

What information or access do you need?

Start with a brief description of your goal, current process, and main systems. Please do not send confidential data in the enquiry form. We agree on any documents, system access, and authorized reviewers needed before delivery.

How are price and delivery time determined?

We confirm the fee and delivery schedule after reviewing your goals, systems, dependencies, and agreed deliverables. Any assumptions, third-party costs, and exclusions are identified in the proposal.

Does the engagement include implementation?

Implementation is included only when it is part of the agreed scope. Assessments, design, engineering, and ongoing support can have separate deliverables and acceptance criteria. The proposal makes those boundaries clear.

What happens after we enquire?

WTA reviews your enquiry and typically replies within one business day to discuss fit, scope, and the next step. Work starts only after the relevant scope, responsibilities, and commercial terms are agreed.

How do we choose the first workflow?

We review the current process, task volume, delays, exceptions, and costs with its business owner. The first pilot should have a clear purpose, accessible data, and measurable acceptance criteria. We prioritize a manageable workflow that can demonstrate useful results without disrupting core operations.

How do you compare current costs with agent costs?

We compare the current cost of completing the work with the full proposed operating cost. This includes model calls, integration, hosting, human review, support, and maintenance. Pilot results test the assumptions. Savings are evaluated from evidence rather than inferred from token prices alone.

Will agents replace every screen or approval?

No. We choose chat, forms, and dashboards according to the task. Flexible requests can suit conversation, while precise inputs and comparisons often need structured screens. Important actions retain agreed approval steps. Users should be able to correct mistakes, understand status, and reach human support.

How do you manage agents after launch?

We agree on monitoring, support ownership, recovery procedures, and review cycles before release. The operating view tracks task quality, failures, response time, and cost. Agent Swarm capabilities and integrations are scoped and verified for each engagement, with human escalation where the workflow needs it.

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Frequently asked questions

Who is this service for?

This service is for business and technology teams with a defined operating problem or investment decision. Use the deliverables on this page to assess fit. We will review your goal and dependencies before recommending an engagement.

What will our team receive?

The deliverables on this page describe the intended outputs. Your proposal confirms the included work, acceptance criteria, responsibilities, and handover. An initial enquiry does not commit you to an assessment or implementation.

What information or access do you need?

Start with a brief description of your goal, current process, and main systems. Please do not send confidential data in the enquiry form. We agree on any documents, system access, and authorized reviewers needed before delivery.

How are price and delivery time determined?

We confirm the fee and delivery schedule after reviewing your goals, systems, dependencies, and agreed deliverables. Any assumptions, third-party costs, and exclusions are identified in the proposal.

Does the engagement include implementation?

Implementation is included only when it is part of the agreed scope. Assessments, design, engineering, and ongoing support can have separate deliverables and acceptance criteria. The proposal makes those boundaries clear.

What happens after we enquire?

WTA reviews your enquiry and typically replies within one business day to discuss fit, scope, and the next step. Work starts only after the relevant scope, responsibilities, and commercial terms are agreed.

What is a Well-Architected Framework Review?

It is an evidence-based inspection of an agreed cloud workload. WTA reviews architecture and operating practices against business requirements, then prioritizes improvements across reliability, security, cost, operations, and performance. The output is a practical decision and remediation plan.

Can you review a running Azure application?

Yes. We agree on appropriate access and evidence collection with your team. Architecture documents, configuration exports, monitoring, spending records, and stakeholder discussions can support the review. Production changes and disruptive tests require a separately agreed plan.

How is this different from AI readiness?

A cloud architecture review examines how an existing workload is designed and operated. AI readiness examines whether a particular AI initiative has the business case, data, systems, people, and controls needed to proceed. The assessments can inform one another.

Discuss This Service

Frequently asked questions

Who is this service for?

This service is for business and technology teams with a defined operating problem or investment decision. Use the deliverables on this page to assess fit. We will review your goal and dependencies before recommending an engagement.

What will our team receive?

The deliverables on this page describe the intended outputs. Your proposal confirms the included work, acceptance criteria, responsibilities, and handover. An initial enquiry does not commit you to an assessment or implementation.

What information or access do you need?

Start with a brief description of your goal, current process, and main systems. Please do not send confidential data in the enquiry form. We agree on any documents, system access, and authorized reviewers needed before delivery.

How are price and delivery time determined?

We confirm the fee and delivery schedule after reviewing your goals, systems, dependencies, and agreed deliverables. Any assumptions, third-party costs, and exclusions are identified in the proposal.

Does the engagement include implementation?

Implementation is included only when it is part of the agreed scope. Assessments, design, engineering, and ongoing support can have separate deliverables and acceptance criteria. The proposal makes those boundaries clear.

What happens after we enquire?

WTA reviews your enquiry and typically replies within one business day to discuss fit, scope, and the next step. Work starts only after the relevant scope, responsibilities, and commercial terms are agreed.

What is an AI Readiness Assessment?

It evaluates whether a particular AI initiative has a useful business case and the data, systems, people, and controls needed to work. WTA identifies prerequisites, prioritizes opportunities, and defines a pilot with accountable ownership and measurable acceptance criteria.

Do we need a chosen AI use case before starting?

No. We can begin with business priorities and current workflows, then compare possible use cases. The assessment helps identify where AI may add value, where conventional automation is sufficient, and where process or data improvements should come first.

Does the assessment guarantee compliance or savings?

No. It identifies relevant governance gaps and tests the business assumptions behind a proposed pilot. Compliance responsibilities remain with the organization and its advisers. Costs and benefits must be validated against actual workflow performance before wider deployment.

What happens after the assessment?

Your team receives a prioritized plan and decides whether to proceed. The next step may be resolving data or process gaps, running a scoped pilot, or deferring the initiative. Implementation and ongoing support are agreed separately with clear responsibilities and acceptance criteria.

Discuss This Service

Frequently asked questions

Who is this service for?

This service is for business and technology teams with a defined operating problem or investment decision. Use the deliverables on this page to assess fit. We will review your goal and dependencies before recommending an engagement.

What will our team receive?

The deliverables on this page describe the intended outputs. Your proposal confirms the included work, acceptance criteria, responsibilities, and handover. An initial enquiry does not commit you to an assessment or implementation.

What information or access do you need?

Start with a brief description of your goal, current process, and main systems. Please do not send confidential data in the enquiry form. We agree on any documents, system access, and authorized reviewers needed before delivery.

How are price and delivery time determined?

We confirm the fee and delivery schedule after reviewing your goals, systems, dependencies, and agreed deliverables. Any assumptions, third-party costs, and exclusions are identified in the proposal.

Does the engagement include implementation?

Implementation is included only when it is part of the agreed scope. Assessments, design, engineering, and ongoing support can have separate deliverables and acceptance criteria. The proposal makes those boundaries clear.

What happens after we enquire?

WTA reviews your enquiry and typically replies within one business day to discuss fit, scope, and the next step. Work starts only after the relevant scope, responsibilities, and commercial terms are agreed.

What is Agent Builder using Decision Models?

It is WTA’s service for building coordinated agent workflows around an agreed business process. Decision models supply structured outputs; Microsoft Agent Framework coordinates agents and code that perform the work. The engagement defines integrations, controls, evaluation, and operational ownership.

What role does a decision model play?

A decision model evaluates defined inputs to support choices, scoring, or routing. The output depends on the selected model and the agreed decision contract. Other models or specialist agents can generate text and execute permitted tools. A confidence signal does not guarantee correctness, so decisions are evaluated and checked before consequential actions.

How do decision models connect to agent workflows?

We build the agreed integration and validate model outputs before workflow code routes work to a permitted executor or human reviewer. The selected model determines the interface and deployment options. Data handling, access requirements, and operational ownership are reviewed for your engagement.

Can humans approve actions and handle exceptions?

Yes. We define approval gates, reviewers, evidence, and escalation routes. Important writes are checked before execution. Where recovery is required, we configure checkpoint storage, bounded retries, and idempotent writes, then test interruption and failure scenarios.

What will we receive, and how is success measured?

The agreed scope covers a workflow design, agent and decision contracts, working integrations, evaluation results, and an operating runbook. Pilot measures can include completion quality, exception rates, review effort, latency, and cost per completed task. Wider rollout follows the evidence rather than a promised savings percentage.

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Frequently asked questions

What is Agentic Platform Onboarding?

It is an assessment-led service that connects your business process to a suitable agentic platform and a practical adoption plan. WTA maps the workflow, shortlists tools, records the selection evidence, and defines onboarding requirements. Configuration and rollout can follow under an agreed delivery scope.

Do we need a documented process or a chosen tool?

No. We can begin with a process owner and a walkthrough of representative work. We document tasks, handoffs, exceptions, systems, and approvals before comparing platforms. Existing tools and licenses are considered alongside new options.

What will our team receive?

The assessment produces a current-state process map, requirements brief, platform comparison scorecard, recommendation with cost assumptions, and a prioritized onboarding roadmap. The proposal defines the number of workflows and platforms reviewed, the evidence gathered, and the handover format.

Are you tied to a particular platform or model family?

We assess platform and model choices against the workflow, existing systems, access controls, deployment needs, and operating responsibilities. WTA has Microsoft ecosystem expertise, but recommendations can span providers where justified. Any commercial relationship relevant to the recommendation should be made explicit in the proposal.

How do you shortlist and compare platforms?

We agree on must-have requirements and weighted criteria before comparing options. These can include task quality, integrations, permissions, human approvals, data handling, operating cost, support, and portability. Where trials are included and access is available, we test representative cases and record limitations.

Does the assessment include hands-on onboarding?

The assessment defines what onboarding will require. Platform setup, integrations, access configuration, user training, pilot rollout, and handover are included only when listed in the agreed scope. You can commission the assessment first and decide on delivery after reviewing the recommendation.

What access or information do you need?

Start with the process owner, a description of the current work, the systems involved, approximate volumes, and known constraints. We agree on approved examples, documents, and any system access before delivery. Please do not send passwords or confidential records through the enquiry form.

How are price and delivery time determined?

We scope the engagement around the number of workflows, stakeholders, candidate platforms, integrations, and evaluation requirements. The proposal confirms fees, milestones, dependencies, and exclusions. Vendor subscriptions, usage charges, and ongoing support are identified separately.

How is this different from AI Readiness Assessment?

AI Readiness Assessment examines whether an initiative has the business case, data, systems, people, and controls to proceed. Agentic Platform Onboarding focuses on mapping a process to platform requirements, selecting an appropriate tool, and planning its adoption. A readiness review may be recommended when foundational gaps remain.

What if the assessment shows that an agent is unnecessary?

The recommendation may be to simplify the process, improve source data, use conventional automation, or retain an existing tool. The assessment supports an investment decision; it does not require you to buy a new platform or promise savings.

What happens after we enquire?

WTA reviews your goal and discusses the workflow, stakeholders, and decision you need to make. The next step is an agreed assessment scope. Implementation and support are confirmed separately when required.

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