Choosing a platform is one decision; making it useful to a team requires an operating plan. WTA defines how the selected workflow will be configured, tested, introduced to users, and supported. Assessment outputs form the basis of a separately scoped onboarding engagement when implementation is required.
Receive a sequenced onboarding roadmap with dependencies, accountable owners, acceptance criteria, and a handover checklist. Where hands-on onboarding is commissioned, the agreed scope can cover setup, configuration, a bounded pilot, team training, and operating documentation. Each included deliverable is stated in the proposal.
Agree who will use the first workflow and how their results will be reviewed. Test common exceptions and unavailable integrations before broader reliance. Measure completed work, review effort, adoption, and operating cost. Expand, revise, or stop based on the evidence.
Platform subscriptions, custom integrations, migration, and ongoing support are not automatically included in an assessment. Your team approves the delivery scope before implementation begins and retains a usable plan if it chooses another implementation route.
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.
.svg){kind=small}
.png)
