Retail Engagement Model

Phase 1: Discovery (1–2 weeks)

Deliverable: Retail AI Transformation Briefing (customized from our standard briefing with retail examples)

Key discovery questions:

1. How many locations do you operate? (Determines scale of agent deployment)
2. What’s your customer service volume? (Sizes the customer-facing agent opportunity)
3. What’s your annual employee turnover? (Sizes the onboarding/policy agent opportunity)
4. How do you handle inventory replenishment today? (Identifies automation opportunity)
5. What e-commerce platform do you use? (Determines integration complexity for Tier 3 agents)
6. What’s your current M365 licensing? (Determines Copilot upgrade path)
7. Have you addressed oversharing in SharePoint/OneDrive? (Critical before Copilot deployment)

Exit criteria: Client agrees to proceed with assessment and a Tier 1 agent proof of value.

Phase 2: Assess + Quick Win (3–4 weeks)

Activities:

• Security and governance assessment (standard from our Data Worker track)
• Oversharing audit (critical for retail — product data, pricing, HR info)
• Build one Tier 1 agent as proof of value (recommend the Policy & Procedure Agent — highest internal visibility, lowest risk)

Deliverables:

• Copilot Readiness Report
• Working Tier 1 agent in production
• Agent roadmap with 3–5 recommended agents prioritized by ROI

Phase 3: Enable + Expand (4–8 weeks)

Activities:

• Deploy Copilot Chat across the organization (free — no budget approval needed)
• Roll out M365 Copilot to high-value users (store managers, buyers, marketing)
• Build Tier 2 agents (Customer Service Agent, Inventory Agent)
• Train client champions on agent management

Deliverables:

• Copilot adoption dashboard with retail-specific KPIs
• 2–3 Tier 2 agents in production
• Change management plan for frontline adoption

Phase 4: Transform (6–12 weeks)

Activities:

• Build Tier 3 agents (Order Management, Brand Shopping Agent)
• Integrate with external systems (e-commerce, WMS, ServiceNow)
• Set up agent governance framework (Agent 365, cost controls, DLP)
• Ongoing optimization and new agent development

Deliverables:

• Full agent ecosystem in production
• Governance framework
• ROI report with measured business impact
• Ongoing managed services agreement