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By Solvefy · Dubai, UAE · Updated 2026-05-25

Rate each item: ✅ Ready · ⚠️ Partial · ❌ Gap. Any ❌ in Governance or Permissions should block production rollout until addressed. Share results with your team, then book an assessment for a validated retrofit plan.

1. Workflow fit

  • We identified one high-volume workflow with clear rules (intake, approvals, reminders, status updates)
  • Success metrics are defined (time saved, error rate, handle time: not model benchmarks)
  • Operators were consulted on pain points and exception paths
  • Client or tenant variants for this workflow are documented
  • A pilot scope fits in one quarter with measurable outcomes

2. Architecture & integration

  • APIs exist (or can be exposed) for the actions AI needs to read or write
  • Multi-tenancy boundaries are enforced on data access paths
  • Background processing can handle async AI workloads
  • Feature flags or tenant-level toggles exist for phased rollout
  • Observability covers API errors, latency, and workflow outcomes

3. Permissions & data access

  • AI actions will reuse production RBAC: no privileged “chatbot admin” API
  • Read vs write actions are classified with different permission tiers
  • PII and sensitive fields have a data classification policy for model context
  • Cross-tenant data isolation is verified before any prompt assembly
  • Prohibited-action list exists for high-risk operations

4. Governance & HITL

  • Shadow-mode rollout plan defined (AI suggests, humans confirm)
  • Confidence thresholds defined per action type
  • Human override and escalation paths designed with context preservation
  • Immutable audit log spec covers prompts, tool calls, outcomes, overrides
  • Kill switches exist at workflow and tenant level

5. Retrofit vs rebuild decision

  • Stakeholders agree AI is the primary new capability: not a proxy for rewrite
  • Live tenants and revenue make migration risk unacceptable for a big-bang rebuild
  • Framework debt is mapped: parallel modernization track identified if needed
  • Domain logic in current codebase is sound and worth preserving
  • Written recommendation: retrofit, phased modernization, or rebuild: with rationale

6. Rollout & ownership

  • Executive sponsor and engineering owner assigned
  • QA plan includes operator sampling of AI-assisted actions
  • Support runbook covers AI disablement and exception queues
  • Post-pilot expansion criteria documented
  • Assessment or discovery engagement scheduled if gaps remain

How to interpret your score

  • 26–30 ✅, Strong retrofit candidate: proceed to scoped pilot with governance
  • 18–25 ⚠️, Address permission, integration, or HITL gaps before production writes
  • Below 18 ❌, Run workflow discovery and architecture review before AI pilot
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