System

90-Day Pilot

Why this is a credible first initiative: prove business results before the longer AgentOS vision.

Honest framing: No improvements are fabricated. The demo shows the measurement framework; any sample result is labeled illustrative.

Day 30 — Establish commercial truth

  1. 1Confirmed CRM workflow and ownership
  2. 1Canonical account, contact, supplier, and opportunity model
  3. 1Source-system inventory
  4. 1Duplicate and data-quality baseline
  5. 1Pilot cohort and users
  6. 1Security and access model
  7. 1Success measures and baseline plan
  8. 1Prioritized implementation backlog

Day 60 — Put the first workflow into controlled use

  1. 2Supplier interaction captured
  2. 2Supplier and contact identity resolved
  3. 2Qualification completed
  4. 2Commercial memory created
  5. 2Follow-up and next action prioritized
  6. 2Human confirmation recorded
  7. 2Activity and opportunity updated
  8. 2Start-of-day voice briefing available to the pilot cohort
  9. 2Spoken interaction captured into a reviewable proposal
  10. 2Human-confirmed record and follow-up write-back
  11. 2End-of-day voice debrief creates commercial memory and tomorrow’s priorities

Day 90 — Prove a measurable outcome

  1. 3One real workflow operating end to end
  2. 3Adoption and usage evidence
  3. 3Data-quality improvement
  4. 3Follow-up SLA performance
  5. 3Response-time or cycle-time improvement
  6. 3Opportunity aging and next-step coverage
  7. 3Leadership feedback
  8. 3Security and governance review
  9. 3Scale roadmap for additional workflows and AgentOS integration

Recommended measures

12 measures
Accounts with accountable owner
Open opportunities with dated next action
Contact and stakeholder-role completeness
Duplicate and stale-record rate
Inquiry-to-first-response time
Follow-up SLA adherence
Opportunity age by stage
Quote turnaround time
Forecast and volume coverage
User adoption and activity capture
Relationship coverage
Tasks completed from recommended next actions
3 volume agreements in the demo portfolio; load tracking is modeled and illustrative.
Simulated demonstration · illustrative commercial data · no live integrations · no external actions