The Agentic Roadmap AssessmentMap where you stand on the path to your agentic evolution
This assessment maps where one part of your business stands today and what it would take to run it agentically. Pick your industry, tell us what systems you run, choose the function costing you the most time, and answer five questions about how it works. We'll identify your maturity level, the stages between you and agentic, and the agents worth building first.
5 minutes to get your first agent use cases
You pick the function that's costing you the most time. We map how it works today against five dimensions of maturity, and what agents have the highest value in your operations.
The roadmap to get there
We provide the sequence of moves that takes you from where you are today to where you want to be.
Built for your industry segment
The read reflects how firms like yours really operate.
You don't assess everything at once. You focus on one dimension.
Think of your business as a connected map: systems are the towns, integrations are the roads between them. Rather than auditing the whole map at once, you pick the one area costing you the most sleep and get a clear maturity read and path forward for that single dimension.
Demand & Qualification
How consistently opportunities are qualified, tracked, and turned into reliable pipeline.
Scoping & Proposal
How accurately you estimate, scope, and commit, and whether people follow the process.
Resource & Staffing
How staffing is decided, how far ahead you see gaps, and whether utilization changes behavior.
Project Delivery
How consistent your delivery methodology is, and how you find out a project is at risk.
Scheduling & Dispatch
How work gets scheduled and crews get dispatched to the right job at the right time.
Service & Work Orders
How service requests and work orders are captured, tracked, and closed out.
Billing & Revenue
How defined your billing and revenue recognition is, and how much billable time gets billed.
Lifecycle & Expansion
What happens after go-live, and how you turn delivery into ongoing growth.
Built for how your industry runs
Idle capacity that only shows up at month-end. A crew sent to the wrong job. Renewals that lapse because nobody was watching the date. The walls are different in every industry, and so is what it takes to get past them. Pick your segment and the assessment adapts to how your business operates.
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Software & SaaS Product Vendors
🖥️
IT Professional Services & Systems Integrators
⚙️
IT Solution Providers & Resellers
⚡
Regulated Gas & Electric Distribution Utilities
🎓
Higher Education Institutions
🔒
Cybersecurity Providers
💼
Business Advisory & Consulting Firms
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Government & Public Sector Agencies
📡
Broadband & Telecom Carriers
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Energy-Efficiency & Demand-Response Providers
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Skilled Trades & Field Service Contractors
📈
Wealth, Brokerage & Investment Platforms
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Ambulatory, Home & Value-Based Care Providers
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Networking Equipment Manufacturers
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Hospitals & Health Systems
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Pharmaceutical & Biotech Companies
Four short moves to get to your agentic roadmap
- 1
Set the scene
Tell us your segment and the systems that make up your current operating environment, the towns on your map.
- 2
Locate AI today
Indicate how far AI is already present in how your team works, so the read starts from where you actually are.
- 3
Score one priority business function
Pick a single area to focus on, such as staffing, delivery, billing, or growth. One clear read, not a scattered audit.
- 4
Get your roadmap
Answer five diagnostic questions and receive a maturity level, a tailored roadmap, and suggested agents for that dimension.
Modernize the infrastructure you already have. That's your road to agentic.
Organizations tend to be further along than they think. The CRM, the finance system, the project records: the foundations are usually in place already, and the gap sits in how well they connect and how much of the data holds up. This assessment reads where one part of your business stands today and lays out the stages ahead, each one building on what you're already paying for.
5-minute self-diagnostic