AI Retrofit Assessment Sample Deliverable

By Solvefy · Dubai, UAE · Updated 2026-05-26

1. Executive summary

The deliverable starts with the recommended AI retrofit path, the workflows to prioritize, and the risks that must be resolved before production.

Recommended first workflow and why it was selected
Primary ROI metric and baseline requirement
Key blockers across permissions, data, integrations, and rollout
Go / no-go recommendation for pilot scope

2. Workflow inventory

Each candidate workflow is scored by volume, rule clarity, integration readiness, risk, operator pain, and expected measurable value.

Workflow owner and operator personas
Current systems and API availability
Manual effort and error baseline
Tenant or client variants

3. Architecture and governance findings

The assessment documents how AI can be added around existing systems without bypassing RBAC, audit trails, tenant boundaries, or human review.

Permission model review
Integration and tool-calling map
Data access and retention constraints
HITL model and escalation paths

4. Phased implementation roadmap

The roadmap separates discovery, shadow mode, limited rollout, and expansion so stakeholders can fund the next step without committing to a risky rewrite.

Phase 1: workflow instrumentation and integration hardening
Phase 2: AI-assisted suggestions in shadow mode
Phase 3: approval-controlled automation for one workflow
Phase 4: tenant or location expansion based on metrics