A platform decision starts with a shared account of the current process. WTA works with the process owner and representative users to trace a recurring journey from its trigger to its accepted outcome. The map includes informal steps, spreadsheets, emails, and approvals alongside formal systems.
Receive a current-state workflow map, prioritized friction points, a requirements brief, and a record of unresolved questions with owners. We distinguish tasks suited to fixed rules, tasks that may benefit from AI, and decisions that remain with people. The output guides platform selection and identifies prerequisites that should be resolved first.
Bring a process owner, representative examples approved for sharing, and the names of the systems involved. Complete documentation is not required. Where data is incomplete, we record the uncertainty and agree what must be measured before an investment decision.
The proposal specifies the workflows, interviews, evidence, and deliverables included. The assessment can recommend improving the process without purchasing a new tool.
Explore Agentic Platform Onboarding and discuss your assessment with WTA.
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.
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.
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.
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.
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.
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.
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