Make the recommendation specific
Identify the owner, source systems, baseline handling time, and completion criteria. Include cases where the agent must stop or ask for clarification.
Keep professional decisions with people
Agents can prepare information and drafts. Client acceptance, legal advice, tax advice, and other professional judgments remain with authorized people. A broader build has its own scope.
Common questions
Is a separate assessment required before implementation?
No. Design can be a standalone engagement or part of an implementation. Discuss the project directly if you already understand the requirements.