WorkDynamics ยท Functional Agentic Roadmap

Take command of AI in your function.

You can see AI is going to reshape your function โ€” and you've likely bought Copilot licences to get moving. But what it actually means, function by function, comes apart when you try to pin it down. A Functional Agentic Roadmap turns it into a defensible, function-by-function plan your CFO, CIO and board can read from the same page, and sign.

Humans on judgment. Agents on the rest.

Send me the sample report โ†’
One real function, worked end to end ยท CFO-ready
Not ready for a sample? Start with the free 10-minute Functional AI Exposure check โ†’

The gap every leader is holding

Most leaders I talk to are in the same spot.

What's the real exposure here? What stays human, and what moves up? What would it cost โ€” and what would it return? And the question your CFO keeps asking: what return are the Copilot seats we're already paying for actually producing? Is any of it defensible enough to put in front of the board โ€” and get a signature?

That's the gap. You know AI matters to your function. You just can't yet say what your exposure translates to โ€” in work, in dollars, in a plan someone will actually sign. Copilot got you moving. Moving isn't a plan.

Functional Agentic Roadmaps

FAR ยท The methodology

Nine analytical components. Three audiences. One defensible plan.

A single document โ€” a function-altitude blueprint. Not a strategy deck. Not a maturity model. Not a pilot. Nine components do the work, from the atoms-and-electrons reading of the function through to the Microsoft platform shape your CIO can architect against.

A

Atoms & Electrons Profile

What depends on being human, and what doesn't.

B

Current-State Spectrum Reading

Where the function sits today, across its core vectors.

C

Agentic-Enabled Future-State

The same function once agents carry the electrons work.

D

The Value at Stake

Seven ROI dimensions, weighted and sized for this function.

E

Prioritised Workflow List

Which workflows to redesign first, and why.

F

The Protected Atoms Layer

The human core, named and defended against hollowing-out.

G ยท Investment case

Hard Return Investment Case

Payback, ROI, NPV.

For the CFO

H ยท Investment case

Strategic Capability Case

The value the financial model never shows.

For the board

I ยท Investment case

Microsoft Platform Shape

The E7 / Copilot Studio / Power Platform commitment.

For the CIO
See all nine worked in a sample report โ†’

The one move everything rests on

What depends on being human โ€” and what doesn't.

At the core of the methodology is a single analytical move. Every function's work is divided in two โ€” and the split shapes every agentic option that follows.

Atoms

Work whose value depends on being human. High-stakes conversations. Judgment that can't be delegated. Physical presence. Trust and relationships. The work that defines the function and the team.

Electrons

Work where the value is in the output, not the doer. Information assembly. Triage and routing. Automated reporting. Routine handoffs between systems. The work that has to happen, but doesn't need a person to make it valuable.

Where it's electrons, digital labour takes them. Where it's atoms, the humans stay โ€” and are elevated.

Two functions, worked end to end

Not a template. A discipline โ€” proven on real functions.

Same nine components. Same atoms-and-electrons move. Two completely different functions โ€” and a blueprint that holds up in front of a CFO for each.

Customer Contact Centre ยท external

Agents at the edge, humans where it counts

60-person contact centre, financial services. Atoms just 12% โ€” but that 12% holds the entire commercial value: vulnerable interactions, complex complaints, retention. Agents take the edge at scale; people move to where the revenue lives. AFCA standing moves to evidence-led.

~13 moPayback
~+392%3-yr return
$5.0MNet / $1.28M

Injury Management ยท internal

Atoms protected, electrons re-architected

30-person injury team, large employer. Atoms 26% โ€” the case conversations and relationships, not the paperwork. The core is protected and everything around it re-architected. Regulator standing moves from defensive to evidence-led; 6โ€“9 experienced case managers retained.

~14 moPayback
~+352%3-yr return
$3.1MNet / $880K

The methodology is not a template โ€” it's a discipline. It produces a function-specific blueprint whether the function is internal operations or customer-facing.

Send me the sample report โ†’
Functional Agentic Roadmaps

Sponsorship. Capital. Platform.

One artefact. Four rooms. The same defensible plan, read from the same page.

CFO

Hard return, defended

The investment envelope signed off โ€” and an answer to what the Microsoft seats you already pay for are actually producing.

CIO

Platform shape, scoped

The Microsoft platform shape sized against function-level value, not generalised assumptions.

Microsoft

Commitment, named

The E7 commitment shape and the Copilot Studio capacity already named for the account team.

Board

Capability, alongside return

The strategic capability case beside the hard return โ€” the function-by-function plan the board has asked for.

The Copilot question, finally answered: what the next dollar should buy, function by function.

After the Roadmap

The plan. Then the build-ready Blueprint. Then the build.

Step 1 ยท FAR

The Roadmap

Whether, and where, to act. The function-altitude plan and investment case.

Step 2 ยท FAB

The Blueprint

Exactly how. The build-ready functional and technical design your team builds from.

Step 3

The build

Delivery of the designed function โ€” a separate downstream engagement.

Each step earns the next. And the Roadmap pays forward: 25% of your FAR fee comes off the Blueprint. The diagnostic is never a sunk cost โ€” it's the first instalment of the design.

See how the Blueprint (FAB) works โ†’

One function. One fixed price.

Benchmark-calibrated, so it's priced firm.

No discovery phase to fund. No scope creep to absorb. No estimate that moves once the work starts. The number is the number.

FAR · Standard function

$7,500 ex GST

A single internal function. Nine components, the complete Roadmap, and one advisor walkthrough.

FAR · Complex function

$10,000 ex GST

High-volume, customer-facing or multi-workflow functions — more surfaces to hold.

Legacy-upgrade module

+$2,500 ex GST

Current-system baseline and TCO, for a clean upgrade-vs-new comparison.

Volume pricing. Assessing more than one function? Per-Roadmap pricing steps down with commitment — $6,500 each at 2–4, $5,500 at 5–9, and $4,500 at 10+ (Complex steps down in parallel, to $7,000 at 10+). Scoped together or built over time.

Forward credit. If your FAR proceeds to a Blueprint for that function, 25% of the FAR fee comes off the Blueprint.

Cohort availability Each Roadmap is advisor-led, so we take on a limited number of engagements each month. The current intake is filling — ask us for the next available start for your function.
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Take command of AI in your function.

A defensible plan, function by function โ€” before someone else defines your response for you. Start with a 30-minute scoping conversation: the methodology, the ROI shape, and a sample report applied to a function close to yours.

Book a 30-minute scoping conversation โ†’
No obligation ยท a function-specific view of what a FAR looks like for you

Humans on judgment. Agents on the rest.