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01Service · Culture

AI Culture and OperationsAI as part of the work, beyond the tool.

We map how teams work, where AI can create value and which decisions must remain with people. From there, we develop teams' capabilities, document processes and, where the work allows, implement agents with defined scope, limits, owners and metrics.

02Who it is for

Does any of this sound familiar?

  1. The company made AI tools available and ran training, but use remains concentrated in a few people.
  2. Each team uses AI differently, without knowing which data is allowed, which tools to use or who is responsible for the result.
  3. People spend time finding information, checking documents, preparing analyses and repeating tasks with known rules.
  4. Agents work in demonstrations but fail in operations without clear processes, criteria, exceptions and responsibilities.

When leadership asks what changed in the work and what value AI created, the answer needs evidence.

03Deliverables

From isolated use to AI as part of operations.

Both tracks start with the company's actual work. One develops teams' ability to use AI with a method and continuity. The other turns sufficiently understood parts of operations into work that can be delegated to agents.

You can engage either track or combine both, depending on the assessment.

  • To understand where AI can create value

    The assessment shows how teams work, where they use AI, which problems recur and which opportunities merit further work.

    • Assessment of use and maturity by team
    • Activities, bottlenecks and relevant decisions
    • Existing use cases and identified opportunities
    • Initial assessment of impact, frequency, effort, risk and feasibility
    • Available starting measurements to track progress
    • Priorities for development, experimentation or implementation
  • To develop capability within teams

    Learning tracks start with each role's problems and responsibilities, rather than generic tool training.

    • Learning tracks by role, maturity and problem
    • Workshops, mentoring and hackathons on real challenges
    • Experiments: problem, hypothesis, owner, metric and next step
    • Internal materials and reusable practices
    • Use case library
    • Team contacts to sustain ongoing use
  • To make unwritten knowledge part of documented operations

    Before delegating work to an agent, we document with the team how that work actually happens.

    • Responsibilities and limits of each role
    • Inputs, tasks, decisions and outputs
    • Relevant processes and rules
    • Concepts and criteria used by the team
    • Exceptions and escalation paths
    • Required approvals
    • Knowledge needed to carry out the work
  • To put agents to work with clear responsibility

    With sufficient repetition, clear rules and manageable risk, we design the agent to take on only the work that can be delegated.

    • Agent purpose and scope
    • Inputs, context and permitted knowledge
    • Instructions, expected outputs and quality criteria
    • Autonomy, permitted and prohibited actions
    • Exception handling and escalation
    • Human owner
    • Review, decision and approval points
  1. Agent executes
  2. Agent recommends
  3. Human reviews
  4. Human decides

Supervision and approvals depend on risk and impact. This sequence illustrates the principle; each workflow has its own review points.

04How the work happens

First we understand the work. Then we decide where AI fits.

The assessment identifies which problems merit further work and which approach fits each one. Not every opportunity needs an agent, and not every agent needs to operate autonomously. You approve the design before implementation.

Discuss the scope

05Work tracks

Culture to build capability. Agents to change operations.

You can engage either track or combine both, depending on the assessment.

AI Culture in the Company

Ongoing support

For companies using AI but facing uneven adoption, scattered practices or difficulty turning experiments into organizational capability.

  1. Research and assessment

    We map current AI use in the company, team problems, maturity, risks and opportunities.

  2. Development plan

    We define learning tracks and priorities by role, team and actual problem, considering each team's responsibilities and difficulties.

  3. Workshops, mentoring and experiments

    Teams work on real challenges, and each experiment ends with an owner, metric and next step.

  4. Continuity

    Cases, materials, practices and lessons form a reusable resource for the organization, with owners to maintain records and share new cases.

  5. Measurement and next cycle

    We compare starting measurements with results and use the evidence to define the next cycle, with priorities based on what changed in teams' work.

Agent Implementation by Role

Project

For processes and roles with repetitive work that is sufficiently understood to be safely delegated.

  1. Role assessment

    We map responsibilities, inputs, tasks, decisions, knowledge, systems, outputs, exceptions and approvals.

  2. Work breakdown

    We separate execution, search, transformation, analysis, recommendation, decision, approval and exception handling.

  3. Documented operations

    We document the processes, rules, concepts, criteria, limits and escalation paths needed to carry out the work.

  4. Agent design and validation

    We define the lowest level of autonomy that can create value and test normal cases, incomplete information, conflicts, exceptions and requests outside scope.

  5. Implementation and handover

    We measure before and after when data is available, document operations and hand over each agent to a named owner in the team.

06Working together

AI becomes part of operations with the people who know the work.

Who takes part on your side

The people responsible for the process take part in assessment, design and validation. Technology does not replace the responsibility of those accountable for operations.

  • A leader to approve priorities, limits and investment
  • Owners of the teams and processes involved
  • People who do the work and know its exceptions
  • Data, technology, security, legal, compliance, when needed

After implementation

Operations do not depend on whoever built the agent.

Processes, responsibilities, limits, escalation criteria and metrics are documented. Each agent must have an operational owner and criteria for review, maintenance or suspension.

07Results

What needs to change in the work.

The result is not the number of licenses, prompts or agents. It is observable change in how work happens, within the approved scope.

  • More repetitive work is delegated while the people making decisions remain accountable.

  • Processes, criteria and knowledge no longer exist only in the heads of the people doing the work.

  • Use cases have an owner, objective, risk assessment, metric and next step.

  • Experiments without sufficient evidence can be reviewed or ended before becoming a permanent cost.

How we track progress

Whenever data is available, the assessment records starting measurements. We then compare the same indicators within the approved scope.

Possible indicators, selected for each case

  • Time spent per activity
  • Volume of work processed
  • Errors and rework
  • Response time
  • Recurring use in the roles involved
  • Use cases that advance after validation
  • Agent escalations and exceptions
  • Output quality
  • Time returned to the team
  • Operational or economic results, when measurable

08Governance

An agent does not gain authority just because it becomes more capable.

When needed, we define purpose, owner, permitted data, autonomy, human approvals, quality, monitoring and review.

Data

We define which information the case actually needs and which must not be used, considering purpose, necessity, access and sensitivity. Applicable requirements are considered in the design.

Autonomy

We use the lowest level of autonomy that can create value, based on the activity's risk. The model's technical capability alone does not justify increasing its authority.

Human decisions

Sensitive, financial, legal, strategic, employment, regulatory or high-impact decisions remain subject to human review and approval appropriate to the case.

Operations

Each agent needs a purpose, owner, limits, escalation paths, metrics and criteria for review or suspension, with monitoring by the people responsible for operations.

09Scope and questions

What we agree before starting.

  • What is included

    The assessment defines which teams, roles, processes or use cases are included. Implementation follows the approved scope and priorities.

  • What we need from you

    We need participation from people who know the processes and, when needed, authorized access to the information, documents and systems within scope.

  • What we do not automate

    We do not delegate activities just because technology can perform them. Ambiguous processes, decisions without clear ownership or unacceptable risk must be addressed before granting autonomy.

  • What happens afterwards

    Delivery includes operational documentation and handover to the named owners. Ongoing support, expansion to new teams or additional agents can be addressed under a separate scope.

Questions that help you decide

Do we need to train the whole company before starting?

No. Development follows the roles and problems that actually need AI. The assessment helps define who needs which capability and in what order.

Should all repetitive work become an agent?

No. First we assess frequency, impact, standardization, available knowledge, risk and dependencies. In some cases, improving the process or using simpler automation is enough.

Does the agent make decisions on its own?

Only within the limits explicitly defined for the case. Sensitive or higher-impact decisions remain with the people responsible, with review or approval appropriate to the risk.

Do we need to replace our existing tools?

The assessment identifies the existing environment and dependencies before defining a solution. We prioritize the process and how tools work together, checking required integrations before including them in the plan.

How do we know whether the initiative created value?

We define what will be measured and record starting measurements whenever data is available. We then compare time, volume, quality, errors, rework, adoption and operational results relevant to the case.

How long does it take and what is the investment?

The assessment defines the size of the work, teams involved and implementation complexity. Scope, sequence, timeline and investment are presented for approval before implementation.

10Contact

Talk to us about where AI stalled.

Tell us where your company already uses AI, which work remains manual and where the first experiments stopped progressing. Giulliano Soares is who answers.

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Giulliano Soares

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