From The Agentic Enterprise Strategy
The Agentic Enterprise Strategy · Excel Workbook
A 6-tab decision workbook with 197 live formulas and 31 guided dropdowns that takes you from "AI agents could probably help somewhere" to a specific, risk-adjusted, ROI-justified decision about what to build first. This isn't a brainstorming template. It's a structured evaluation instrument that scores use cases across 10 feasibility and impact dimensions, assesses 7 risk dimensions (including 3 agent-specific failure modes), and produces a ranked recommendation with a preliminary ROI estimate.
Most agent projects don't fail because the team picked bad technology. They fail because the team picked the wrong problem — one that was too risky for the autonomy level, too dependent on integrations that didn't exist, or too low-impact to justify the investment. This workbook forces that confrontation early, when changing direction is free.
The Discovery tab uses 10 agent-specific opportunity patterns to surface problems that specifically need the Sense → Think → Plan → Act loop. The Scoring tab uses descriptive dropdowns so you know exactly what a "3" means. The Prioritization Matrix applies a risk multiplier so a high-scoring use case with high risk doesn't blindly get a "Pursue" recommendation. And the Selection Brief auto-calculates ROI including error costs, with a health check that flags when the math doesn't support building.
| Tab | What It Does |
|---|---|
| How to Use | Scoring direction guide, 17 dimension definitions with 1–5 scales, recommendation thresholds |
| Discovery ★ | 10 agent-specific opportunity patterns (P1–P10) with tool chains, building blocks, and signals |
| Scoring | 10 weighted dimensions with descriptive dropdowns. Auto-calculates composites and ranks |
| Risk Assessment | 7 dimensions (4 enterprise + 3 agent-specific). Auto-maps to autonomy recommendation |
| Prioritization Matrix | Auto-generated risk-adjusted scores, ranks, and recommendations with quadrant guide |
| Selection Brief | One-page decision doc with auto-pulled scores, ROI calculator, payback period, health check |
| P1 | Judgment-Heavy Triage — decisions that can't be reduced to if/then rules |
| P2 | Multi-Source Research & Synthesis — reasoning across 3+ unstructured sources |
| P3 | Unstructured-to-Structured Transformation — messy inputs, structured outputs |
| P4 | Context-Aware Communication — personalized output requiring history and preferences |
| P5 | Multi-Step Workflow Orchestration — conditional branching across tools |
| P6 | Continuous Monitoring & Proactive Alerting — pattern recognition across data streams |
| P7 | Knowledge-Intensive Q&A — scattered knowledge, repeated expert questions |
| P8 | Repeated Analysis with Varying Inputs — same framework, different data each time |
| P9 | Cross-System Handoff Coordination — context loss at team/system boundaries |
| P10 | Evidence Collection & Compliance Documentation — multi-source retrieval + judgment |
| Composite | Risk | Recommendation |
|---|---|---|
| 4.0+ | Low | ✅ Pursue |
| 4.0+ | Medium | ✅ Pursue (Supervised) |
| 4.0+ | High | ⚠️ Investigate — mitigate risk |
| 3.0–3.9 | Low/Med | 🔍 Investigate |
| 3.0–3.9 | High | ⏸️ Park — risk too high |
| Below 3.0 | Any | ⏸️ Park or ❌ Drop |
| Version | Date | Changes |
|---|---|---|
| v1 | March 2026 | 6-tab workbook with 197 live formulas, 31 guided dropdowns. 10 agent-specific discovery patterns with arsenal tool chains. 17 scoring dimensions (5 Feasibility, 5 Impact, 7 Risk including 3 agent-specific). Risk-adjusted prioritization with composite × risk multiplier. Selection Brief with ROI calculator including error-inclusive baseline and health check. |
How useful did you find this resource?