Use-Case Inventory

Use this register to capture candidate ideas during discovery or planning before committing to an implementation approach. Each row should receive a routing decision, even when the decision is automation, search, analytics, SaaS, stop, or defer.

Download the raw source: use-case-inventory.csv.

Fields

Field group	Fields
Identity	Use Case ID, Use Case Name, Business Or Operating Context
Ownership	Executive Sponsor, Business Owner, Decision Owner
Users and workflow	Target Users, Current Workflow Pain, Desired Outcome
Measurement	KPI Baseline, KPI Target
Classification	Classification, Agent Fit Rationale, Not-An-Agent Alternative
Scoring	Business Impact Score, Technical Feasibility Score, Data Readiness Score, User Desirability Score, Risk Control Feasibility Score, Weighted Score
Decision	Pilot Candidate, Go/No-Go Gate, Decision, Decision Date, Notes

Starter CSV

The starter rows show three useful outcomes: a knowledge/RAG candidate, an action-oriented agent candidate, and a non-agent analytics route.

Use Case ID	Use Case Name	Context	Classification	Pilot Candidate	Decision
UC-001	Policy Knowledge Assistant	HR policy support	Knowledge/RAG	Yes	Shortlist
UC-002	Invoice Exception Triage	Finance operations	Copilot Studio agent	Yes	Assess controls
UC-003	Sales Forecast Variance Explainer	Revenue operations	Analytics/model	No	Route to analytics

Use Case ID,Use Case Name,Business Or Operating Context,Executive Sponsor,Business Owner,Target Users,Current Workflow Pain,Desired Outcome,KPI Baseline,KPI Target,Classification,Agent Fit Rationale,Not-An-Agent Alternative,Business Impact Score,Technical Feasibility Score,Data Readiness Score,User Desirability Score,Risk Control Feasibility Score,Weighted Score,Pilot Candidate,Go/No-Go Gate,Decision,Decision Owner,Decision Date,Notes
UC-001,Policy Knowledge Assistant,HR policy support,Chief People Officer,HR Operations Lead,HR business partners and employees,Employees wait for HR replies and policies are scattered across SharePoint and Teams,Reduce routine HR policy response time and improve answer consistency,Average first response time 2 business days,80 percent of policy questions answered same day,Knowledge/RAG,Users need grounded answers from approved HR policies but no autonomous action,Microsoft 365 Copilot with SharePoint grounding,4,4,3,5,4,3.95,Yes,Gate 2 data readiness,Shortlist,HR Operations Lead,2026-06-15,Confirm source ownership and permission trimming
UC-002,Invoice Exception Triage,Finance operations,Chief Financial Officer,Accounts Payable Manager,AP analysts,Analysts manually review supplier emails and ERP exceptions before routing cases,Reduce invoice exception cycle time and standardize routing,Average exception cycle time 5 days,Reduce cycle time to 2 days,Copilot Studio agent,Requires bounded reasoning over supplier messages and tool-assisted case routing with approvals,Power Automate rules for simple matching,5,3,3,4,3,3.65,Yes,Gate 3 governance,Assess controls,Accounts Payable Manager,2026-06-15,Needs writeback approval design
UC-003,Sales Forecast Variance Explainer,Revenue operations,Chief Revenue Officer,Revenue Operations Lead,Sales managers,Managers spend weekly meetings reconciling CRM changes and pipeline forecast movement,Explain forecast changes and surface account follow-up priorities,Forecast review prep 3 hours per manager per week,Reduce prep time to 1 hour and improve forecast notes completeness,Analytics/model,Need is primarily analysis and narrative summary rather than autonomous agent behavior,Power BI report with Copilot summary or Fabric model,4,4,4,4,4,4.00,No,Gate 1 selection,Route to analytics,Revenue Operations Lead,2026-06-15,Keep in non-agent backlog unless action workflow is added