# Five phases, each ending in a decision you make.

Five phases from discovery to production — the activities, the deliverables and the decision point at the end of each.

## Phase 1 — Discover

Understand the workflow before designing anything. Most AI initiatives fail on selection, not execution, so this phase exists to make sure the right problem was chosen.

### Activities

- Sessions with the people who actually run the process, not only the people who own it
- Map the current workflow end to end, including the exceptions nobody documented
- Assess data availability, quality and access, and what integration would require
- Score candidate workflows on volume, repetition, definability and measurability

### Deliverables

- Prioritised opportunity shortlist with complexity honestly assessed
- Current-state workflow map
- Recommended starting point, with the reasoning
- Written note of anything we found that is a process or data problem rather than an AI one

### Duration

Typically 1–3 weeks

### Decision point

You have a recommendation you could hand to any competent team, including one that is not us. Proceeding is a separate decision.

## Phase 2 — Architect

Design the system, the data flow and the safety model together. Deciding what an agent may do unsupervised is an architectural question, not a configuration one.

### Activities

- Target architecture: models, retrieval, tools, memory and orchestration
- Integration design against your real systems, including authentication and failure paths
- Classify every action by reversibility and set where approval is required
- Security and data-flow review, with your security team where you have one
- Define the evaluation set that will decide whether this is working

### Deliverables

- Architecture document with the decisions and their trade-offs recorded
- Integration and data-flow specification
- Action classification and approval policy
- Evaluation plan with the questions and expected answers agreed up front

### Duration

Typically 1–2 weeks

### Decision point

The architecture is specific enough to quote implementation against. Quoting before this point is guesswork.

## Phase 3 — Prototype

Build the risky part first, against real data. A prototype that avoids the hard assumption has proved nothing.

### Activities

- Implement the core loop against your actual data, not a sample
- Connect to at least one real system, read-only where write access is not yet approved
- Run the evaluation set and record where it fails
- Review sessions with the people who will use it

### Deliverables

- Working prototype you can operate yourself
- Evaluation results, including the failures
- Revised scope where the prototype changed our mind

### Duration

Typically 2–6 weeks, depending on integration depth

### Decision point

Feasibility is now known rather than assumed. This is the cheapest place to stop, and stopping here is a legitimate outcome.

## Phase 4 — Production

The difference between the prototype and production is the failure paths, the observability and the approval workflow — which is most of the remaining work.

### Activities

- Harden integrations: idempotency, retry with backoff, dead-letter handling, reconciliation
- Implement approval gates, guardrails and input validation
- Instrument tracing so every run is attributable to a step afterwards
- Regression suite wired to run on every change
- Deployment, environment separation, secrets handling and access control
- Handover: runbook, documentation and a working session with the team who owns it

### Deliverables

- Production system with monitoring and alerting
- Runbook and operational documentation
- Regression and evaluation suites in CI
- Named owner on your side who can operate it without us

### Duration

Typically 4–12 weeks, depending on how many systems it touches

### Decision point

The system runs, is observable, and someone on your team can run it. Support scope is agreed separately.

## Phase 5 — Optimize

Widen the scope from what the logs show, not from what was hoped for. This is where approval gates get relaxed — if the observed error rate justifies it.

### Activities

- Review throughput, exception rate and where cases are actually routing
- Close documentation gaps the system logged when it could not answer
- Re-tune retrieval and prompts against evaluation results, not intuition
- Recommend which approval gates can safely be relaxed, and which cannot

### Deliverables

- Operating review against the evaluation set
- Prioritised list of next workflows, with evidence from this one
- Updated approval policy

### Duration

Ongoing, reviewed on a cadence you set

### Decision point

Each expansion is its own decision, made from measured behaviour rather than momentum.

## Your Next Intelligent System Starts Here.

Tell us what you’re trying to improve, automate or build. We’ll help you identify the right AI strategy and engineering path.

- [Book an AI Strategy Call](https://www.bralakai.com/contact)
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