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AI agent for change managers

Technology Rollout Readiness Agent

Go live only at sites that are ready and know exactly what is missing at the others.

DecisionsOperationsManagement
See how it worksGet access
Technology Rollout Readiness Agent: what goes in, what the agent does and what you get

What it does

A new system goes live at a site where staff are not trained, data is not migrated or the scanners are missing. Adoption stalls and the project blames the site. This agent keeps a readiness list for each site: training done, data migrated, hardware installed, owners named. It pulls status from project trackers and training records, flags gaps, and rechecks after owners respond. It computes a readiness score and a recommendation. The VP approves the go or delay call for each site. Edge case: a site that is ready except for a minor item is given a conditional go with a dated 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
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Site go-live is 6 weeks away 2 USES A TOOL Read project trackers and training records for thesite 3 DOES Score each readiness item 4 CHECKS THE RESULT Are all critical items complete? If not: List the gaps and send them to the owners with adue date. Back to step 3. 5 USES A TOOL Reread status after owner replies 6 DOES Recompute the readiness score 7 DOES Draft a go, conditional go or delay recommendation 8 YOU APPROVE VP approves the go or delay call 9 CHECKS THE RESULT Is any condition overdue after go-live? If not: Escalate to the site owner and reset the check.Back to step 4. 10 RESULT Site readiness record
Read the steps as a list
  1. Site go-live is 6 weeks away
  2. Read project trackers and training records for the site
  3. Score each readiness item
  4. Are all critical items complete?If not: List the gaps and send them to the owners with a due date. Back to step 3.
  5. Reread status after owner replies
  6. Recompute the readiness score
  7. Draft a go, conditional go or delay recommendation
  8. VP approves the go or delay callThe agent waits here for your OK.
  9. Is any condition overdue after go-live?If not: Escalate to the site owner and reset the check. Back to step 4.
  10. Site readiness record

How it decides

Scores each readiness item against its requirement and recommends go only if all critical items are complete.

  • Critical items: training above 90%, data migration complete, hardware installed
  • Conditional go needs a dated fix for minor items
  • Two weeks to go with a critical gap triggers a delay proposal
  • Readiness is rechecked weekly

Make it yours

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

  • Critical items and thresholds
  • Readiness score weights
  • Lead time (default 6 weeks)
  • Recheck frequency
  • Who approves

What keeps you in control

It always asks you first

  • Go or delay decision
  • Any conditional go
  • Any message to site staff about the date

Hard limits

  • Never set the go-live date
  • Never mark an item done without evidence

It stops when

  • Done: site live and conditions closed
  • Stop: project paused
  • Stop: site closed

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 happensSix weeks before a site go-live the agent shows training at 62%, data migration complete and scanners ordered but not delivered. The critical check fails. It sends a gap list to the site owner. After two weeks training is 91% and scanners arrive. The VP approves a conditional go with the label printer to be fixed within 10 days.

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