1. Define the boundary
Agree where the process starts, where it ends and what outcome counts as complete.
AgenticAI Process Audit
Process audit methodology
Our methodology separates observation from assumptions. We define the process boundary first, then measure how work really happens before proposing automation.
In short
Our methodology separates observation from assumptions. We define the process boundary first, then measure how work really happens before proposing automation.
Key points
2. Observe and measure
Record frequency, active human time, waiting, rework and system hand-offs.
3. Identify rules and exceptions
Separate the normal path from cases that need judgement or approval.
4. Verify integration options
Check APIs, imports, databases, browser or desktop access and security constraints.
5. Design a limited pilot
Automate a clearly defined path and keep high-risk decisions with people.
Audit output
What the methodology should produce
The audit is useful only if it turns observation into a concrete decision about scope, controls and measurement.
A process map
A clear start and end point, systems involved, standard path, hand-offs and the places where work waits for information or approval.
A list of exceptions
Cases that do not fit the normal path, why they happen and which of them should remain with a person during the pilot.
An integration assessment
Which systems can be accessed through supported APIs, imports, databases, browser workflows or other controlled methods, including the security constraints.
A measurable pilot definition
Exactly which cases are in scope, what the agent may do, what must be approved and which before/after metrics will determine whether the pilot worked.
Next step
Show us one repetitive process.
We will review how it works today, which systems are involved and what can realistically be automated.