# Agentic AI Client Engagement Process

This repository contains a repeatable client engagement process for turning agentic AI ideas into governed, secure, measurable Microsoft-based business solutions. It moves from business outcomes through use-case selection, data readiness, architecture, governance, build, validation, rollout, and continuous operation.

The process is designed for Microsoft 365 Copilot, Copilot Studio, Microsoft Foundry, Power Platform, Dynamics 365, Azure, Microsoft Purview, Microsoft Defender, Microsoft Sentinel, and related Microsoft governance and observability services.

## How To Use This Kit

1. Start with [docs/repeatable-client-engagement-process.md](docs/repeatable-client-engagement-process.md) to understand the end-to-end method, gates, deliverables, and exit criteria.
2. Use [docs/agent-lifecycle-roadmap.md](docs/agent-lifecycle-roadmap.md) as the definitive "when to use what" roadmap from conception through operation and scale.
3. Use [docs/workshop-runbook.md](docs/workshop-runbook.md) to plan and facilitate the four client workshops plus implementation follow-up.
4. Use [docs/decision-framework.md](docs/decision-framework.md) to classify ideas, prioritize the portfolio, select the Microsoft solution pattern, and decide whether an agent is actually required.
5. Use the templates in [templates](templates) during workshops and delivery.

## Engagement Flow

| Stage | Client Workshops | Primary Outputs |
|---|---|---|
| Strategy | Workshop 1: Strategy and use-case selection | Opportunity brief, outcome map, KPI baseline, use-case inventory, decision log, pilot shortlist |
| Data and architecture | Workshop 2: Data and architecture | Data readiness assessment, grounding strategy, retrieval/API/MCP decisions, platform selection, target architecture |
| Governance and risk | Workshop 3: Governance and risk | Operating model, RACI, agent registry model, governance policy set, responsible AI assessment, threat model, control mapping |
| Pilot design | Workshop 4: Pilot design | Agent charter, validation criteria, test set, red-team plan, ALM/environment strategy, rollout/change plan, observability specification |
| Delivery follow-up | Prototype, validate, operate, scale | Working prototype, validated controls, telemetry, feedback backlog, lifecycle review cadence |

## Artifact Index

| Artifact | Purpose |
|---|---|
| [repeatable-client-engagement-process.md](docs/repeatable-client-engagement-process.md) | End-to-end phase-gate process and deliverables |
| [agent-lifecycle-roadmap.md](docs/agent-lifecycle-roadmap.md) | Definitive roadmap for when to use Microsoft agent, automation, data, governance, build, validation, and operations capabilities |
| [workshop-runbook.md](docs/workshop-runbook.md) | Agendas, participants, facilitation guidance, and outputs |
| [decision-framework.md](docs/decision-framework.md) | Agent fit, prioritization, platform selection, and go/no-go logic |
| [use-case-inventory.csv](templates/use-case-inventory.csv) | Capture, classify, score, and shortlist candidate ideas |
| [data-readiness-assessment.csv](templates/data-readiness-assessment.csv) | Assess authoritative data, quality, permissions, compliance, and access |
| [retrieval-decision-register.csv](templates/retrieval-decision-register.csv) | Decide between RAG/search, API/tool access, MCP, or mixed grounding |
| [agent-charter.md](templates/agent-charter.md) | Define agent purpose, scope, prohibited actions, tools, knowledge, approvals, fallback, and ownership |
| [governance-risk-control-register.csv](templates/governance-risk-control-register.csv) | Track risks, controls, evidence, owners, and residual risk |
| [operating-model-raci.csv](templates/operating-model-raci.csv) | Assign accountabilities across business, platform, AI CoE, security, compliance, and operations |
| [agent-registry.csv](templates/agent-registry.csv) | Maintain inventory, ownership, identity, access, telemetry, lifecycle, and cost metadata |
| [pilot-validation-plan.md](templates/pilot-validation-plan.md) | Define build, test, red-team, acceptance, ALM, and promotion criteria |
| [rollout-operations-plan.md](templates/rollout-operations-plan.md) | Plan deployment, adoption, observability, cost control, support, and lifecycle review |

## Source Alignment

The process is aligned to current Microsoft guidance for agentic AI business solution architecture and Cloud Adoption Framework AI agent adoption:

- [Study guide for Exam AB-100: Agentic AI Business Solutions Architect](https://learn.microsoft.com/en-us/credentials/certifications/resources/study-guides/ab-100)
- [Microsoft Certified: Agentic AI Business Solutions Architect](https://learn.microsoft.com/en-us/credentials/certifications/agentic-ai-business-solutions-architect/)
- [Architect AI solutions for business productivity](https://learn.microsoft.com/en-us/training/paths/architect-agentic-ai-business-solutions/)
- [AI agent adoption guidance for organizations](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ai-agents/)
- [Business plan for AI agents](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ai-agents/business-strategy-plan)
- [Technology plan for AI agents](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ai-agents/technology-solutions-plan-strategy)
- [Governance and security for AI agents](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ai-agents/governance-security-across-organization)
- [Process to build agents across your organization](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ai-agents/build-secure-process)
- [Manage AI agents across your organization](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ai-agents/integrate-manage-operate)
- [Microsoft Agent 365 overview](https://learn.microsoft.com/en-us/microsoft-agent-365/overview)
- [Agent Registry in the Microsoft 365 admin center](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/agent-registry?view=o365-worldwide)
- [Microsoft Entra Agent ID](https://learn.microsoft.com/en-us/entra/agent-id/)