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AI agent for head of operations

Technology Rollout Adoption Tracker Agent

Reach full use of the new system and end the old process in every team

DecisionsAnalysisOperationsManagement
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Technology Rollout Adoption Tracker Agent: what goes in, what the agent does and what you get

What it does

A new system goes live and then half the team keeps using the old spreadsheet. This agent tracks usage of the new system by team after go-live. It checks whether the old workaround has stopped, using data such as the old file's activity or manual entries. It then looks for blockers in support tickets and survey comments and proposes specific fixes: training for one team, a missing report, a changed rule. After each fix it measures usage again to see if it moved. If not, it looks for a different cause. The leader approves training and policy changes. Edge case: one team's low usage is caused by a missing import for their data, not a lack of training, so the agent raises a technical fix.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Weekly adoption data is ready 2 USES A TOOL Pull usage by team and compare with the target 3 USES A TOOL Check the old process for ongoing use 4 DOES Find blockers in tickets and survey comments 5 DOES Propose a fix for each team 6 YOU APPROVE Leader approves training or policy changes 7 DOES Track the fix and note the date 8 USES A TOOL Measure usage again after one week 9 CHECKS THE RESULT Did usage rise to the target and the old processstop? If not: look for a different cause in the tickets andpropose another fix. Back to step 4. 10 RESULT Adoption report with next actions
Read the steps as a list
  1. Weekly adoption data is ready
  2. Pull usage by team and compare with the target
  3. Check the old process for ongoing use
  4. Find blockers in tickets and survey comments
  5. Propose a fix for each team
  6. Leader approves training or policy changesThe agent waits here for your OK.
  7. Track the fix and note the date
  8. Measure usage again after one week
  9. Did usage rise to the target and the old process stop?If not: look for a different cause in the tickets and propose another fix. Back to step 4.
  10. Adoption report with next actions

How it decides

A team is counted adopted when usage is above the target and the old workaround shows no activity for two weeks. Blockers are linked to evidence in tickets or surveys.

  • Adopted means 90 percent of expected actions in the new system
  • Old process must show no activity for 2 weeks
  • Link every blocker to a ticket or survey comment
  • Separate training causes from system faults

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Adoption target (default 90 percent)
  • Old process quiet period (default 2 weeks)
  • Teams tracked
  • Report schedule

What keeps you in control

It always asks you first

  • Training and policy changes

Hard limits

  • Never change team policies itself
  • Never publish team rankings without approval

It stops when

  • Done: all teams adopted and the old process ended
  • Stop: leader pauses the rollout

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter go-live the warehouse team entered 54 percent of orders in the new system. Tickets showed the label printer did not connect. The agent proposed a driver fix and a short training. The leader approved. A week later usage was 71 percent, so the check failed. The agent found a second blocker: the returns screen.

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