ImpactEra Workflow Diagnostic — Understand Your AI Journey

Understand Your
AI Journey.

See where Copilot ends. See where agents begin.

The ImpactEra Workflow Diagnostic helps organizations identify where humans, Microsoft 365 Copilot, and AI agents work together to drive business outcomes.

ImpactEra Workflow Diagnostic

Department

What workflow would you like to improve?

How does this workflow run today?

Where does it slow down or go wrong?

Optional

What information or systems are involved?

Optional — e.g. Outlook, CRM, SharePoint

Which steps require a person to make a decision?

Optional — these become the checkpoints we keep human

What would a successful outcome look like?

Optional

How often does this happen?

Optional

How many people are involved?

Optional — name the roles

Quick examples

Not sure where to start?

Load a realistic starter template for your industry and department, then edit it to match how your team actually works.

Industry

Department

Understand YourAI Journey.

Understand Your
AI Journey.