1Define Strategic Context
◎Business Objective
- Revenue leakage
- Missed follow-ups
- Contract risk
- Process drift
- Decision latency
▣Operating Environment
- CRM
- Email
- Documents
- Calendar
- Tasks and notes
- ERP / ticketing / collaboration tools
●Agent Use-Case Portfolio
- Watch seams between systems
- Detect silent failures
- Prepare actions
- Compare evidence
- Draft decisions
- Escalate to humans
▰Value and Impact
- Prevented loss
- Time to catch
- Evidence quality
- Decision speed
- Cost per accepted outcome
▥Constraints
- Regulation
- Data residency
- Security
- Budget
- Skills and change readiness
2Evaluate Accountability Factors
⌕Evidence Sensitivity
What sources may agents read? What data must stay local or tenant-bound?
△Action Consequence
Is this read-only, internal write, external write, or durable memory?
✓Human Gate
Does this require approval before action or memory?
≡Auditability
Can every claim, source, decision, and action be reconstructed?
$Cost and Model Policy
Which model tier is allowed? What is the budget and stop condition?
◇Verification Quality
Can bad output be rejected automatically? Is there a maker/checker split?
3Deployment / Sourcing Options Spectrum
A. Build In-House
Internal teams build agent workflows, connectors, policies, and verification.
Best for- Differentiating IP
- Highly sensitive workflows
- Deep strategic control
Considerations- High investment
- Hard to govern consistently
- Talent dependency
B. Partner / Co-Create
Work with a strategic partner or system integrator to design governed agent workflows.
Best for- Complex integration
- Enterprise transformation
- Shared delivery risk
Considerations- Governance clarity
- Scope discipline
- Vendor dependency
C. Adopt Governed Agent Fabric
Deploy AEGIS as the vigilance layer above existing tools.
Best for- Fast proof on real seams
- Human-gated actions
- Auditable catches
- Source-aware agents
Considerations- Connector readiness
- Tenant onboarding
- Source permission design
D. Managed / Sovereign Deployment
Run AEGIS in client-controlled infrastructure with governed operations.
Best for- Regulated tenants
- Data residency
- Enterprise control
- BYO provider strategy
Considerations- Infrastructure responsibility
- Support model
- Upgrade governance
E. Ecosystem / Marketplace
Compose best-of-breed models, tools, agents, and workflows through governed contracts.
Best for- Rapid experimentation
- Departmental use cases
- Expanding connector coverage
Considerations- Vendor sprawl
- Integration overhead
- Accountability fragmentation
More control / higher investmentFaster time to value / less control
4Decision Flow
Is the use case strategic, high-risk, or differentiating?
Does the workflow touch sensitive data, regulated evidence, or external action?
Can output be verified by tests, evidence resolution, or an independent reviewer?
Does the action write externally or create durable memory?
Is repeatability proven by one reliable manual run?
Buy / adopt
Use a standard tool or marketplace workflow.
Lighter automation
Acceptable for low-risk read-only work.
Keep human-led
Until a verifier exists.
Read-only analysis
Or proposal only, no silent write.
Manual first
Prove one reliable run.
Skill -> loop -> schedule
Only after proof and gate.
5Governance and Enablers
Source Registry
Source permissions, connectors, system-of-record labels.
Entity Graph
People, companies, deals, projects, documents.
Memoria
Accepted memory only, never raw evidence.
Catch Ledger
Human-approved catches, dismissals, outcomes.
Omni
Operator command room and action surface.
Action Ledger
Pending, approved, rejected, executed actions.
Model Policy
Tier-aware routing, premium quota, budget gates.
Loop Contract
Trigger, discover, propose, verify, persist, decide, stop.
Proof Fabric / ADE
Synthetic enterprise, expected catches, benchmark reports.
AEGIS = governed agents whose product is vigilance.They watch continuously, propose with evidence, and act only through accountable human gates.