How to evaluate an AI agent for business data
Build a task-specific test set and production acceptance scorecard for correctness, grounding, permissions, usefulness, and failure recovery.
Buyer journey
Choose a narrow business job, select an approach, evaluate real tasks, and decide whether an agent is ready to operate.
Build a task-specific test set and production acceptance scorecard for correctness, grounding, permissions, usefulness, and failure recovery.
A practical six-step guide to choosing one business job, defining approved context, testing the agent, and making it part of an existing workflow.
Decide which parts of an enterprise AI-agent system to build, buy, or combine using business, data, governance, and lifecycle criteria.
Use an executive AI-agent RFP to compare real workflow fit, data access, human controls, and operating accountability—not just a polished demo.
Use AI to prepare capital-allocation choices from approved business evidence while executives retain investment authority, assumptions, and accountability.
Use AI to prepare a confidential, evidence-backed succession review while the board and executive team retain talent judgment, decision rights, and accountability.
Use AI to prepare workforce-capacity scenarios from approved business evidence while executives retain staffing judgment, employment decisions, and accountability.
Use AI to prepare an evidence-backed M&A diligence review that surfaces open questions, preserves decision rights, and keeps deal judgment with accountable leaders.
Use AI to prepare strategic planning choices from approved business evidence while executives retain judgment, decision rights, and accountability.
A practical framework for executive teams designing an AI Chief of Staff that improves context and follow-through without blurring authority, privacy, or accountability.
Choose between deterministic workflows, single agents, and multi-agent orchestration by matching coordination complexity to a real business job.
A practical 30-day plan for testing one AI agent on a real business workflow with clear scope, shadow mode, human review, and a go-or-stop decision.
Build a defensible AI-agent business case using a real baseline, quality-adjusted outcomes, full operating cost, and clear scale-or-stop gates.
A practical guide to agentic BI, how it differs from dashboards and copilots, and what teams need before adopting it.
Define where AI belongs in recurring work, who owns it, which data it can use, and how teams review its answers before scaling adoption.