Intake quality and routing

Pass = ready as-is. Conditional = usable but must be closed before delivery kick-off. Fail = blocker that prevents delivery from starting.

Dimension	Quality	Decision	Evidence	Follow-up needed
Problem statement	3 / 3	Pass	All four agents have crisp problem statements: manual invoice handling, slow expert-bottlenecked investigation, manual work-instruction creation during NPI, and fragmented successor lookup.	None.
Business outcome and metrics	2 / 3	Conditional	Invoice agent has a directional 60-80% processing-time reduction. Quality Investigation, Work Instruction, and Product Successor benefits are qualitative (faster, more consistent, better customer experience).	Quantify baseline KPIs per agent (current cycle time, error rate, expert-hours, support deflection) and target uplifts.
Audience and reach	2 / 3	Pass	Personas are explicit per agent: finance analysts and AP teams; quality assurance engineers and factory experts; process and industrial engineers; external external business customers plus internal KAMs and field quality.	Confirm pilot user count, target plants/markets, and rollout cadence per agent.
Integration footprint	1 / 3	Conditional	Heavy and varied: the ERP system, the manufacturing execution system (MES), the industrial test platform, the customer-service system, the central product catalog product e-catalog, plus the corporate document store and the corporate email system. Product Successor is still on Excel today.	Confirm read/write boundaries, data-access approvals, and migration plan from Excel to governed database for Product Successor before delivery kick-off.
Data, PII and compliance	2 / 3	Conditional	Manufacturing and quality data, vendor master data, support request/customer complaint history, and an-customer-facing chatbot. No personal PII for the manufacturing agents but commercial sensitivity is real.	Confirm data classification, DLP policies, customer-vs-internal segmentation for the chatbot, and SSO model on the customer self-service portal.
Risk profile and HITL	3 / 3	Pass	Invoice agent flags discrepancies for human approval; the Quality Investigation agent proposes hypotheses with mandatory expert validation; Work Instruction generates editable templates; Product Successor is read-only / advisory.	None.
Agentic fit signal	3 / 3	Pass	Clean spread: Invoice and Quality Investigation reason across multi-source data with HITL; Work Instruction is event-triggered content generation; Product Successor is declarative knowledge search and already has a working Copilot Studio prototype.	Validate against latest Copilot Studio / Foundry capabilities, especially for Product Successor orchestration into the sales orchestration agent.
Sponsorship and readiness	3 / 3	Pass	Sponsors named across the portfolio: CFO / Head of Finance, Head of Quality / Manufacturing Quality Leadership, Manufacturing & Process Engineering Leadership, Tools & Services Leadership. Working contacts include Quality Engineering Lead (quality investigation), Process Engineering Lead (Work Instruction), Customer Experience Leads.	Confirm delivery timeline sign-off and Business / Technical / Governance contacts per agent.