AI AGENT PLATFORM: PROJECT AND EVALUATION BRIEF
Arsum | September 6, 2026
Guide: https://arsum.com/blog/posts/ai-agent-platform/

Complete this brief once, then use it for each shortlisted platform or implementation partner.

1. THE WORKFLOW
Workflow name:
Business owner / decision maker:
Intended users:
One example input:
One acceptable output:
Systems and records the workflow must access:
Permitted actions:
Actions explicitly outside this phase:
Human reviewer and approval authority:
Expected monthly task volume and peak load:
Target first-phase budget and delivery constraints:

2. BASELINE
Sample period and number of tasks observed:
Current staff handling minutes per completed task:
Current elapsed time, including waits:
Current acceptance criteria and common failures:
Where the measurement came from:

3. CANDIDATE AND OWNERSHIP
Platform / framework and relevant version or documentation date:
Components included in the proposed solution:
Hosting and deployment region:
Account, credential, and source-data owners:
Repository / workflow export and handover:
Provider-specific dependencies and migration path:
Support owner, disable procedure, and manual fallback:

4. EVALUATION CASES
Create one record per case. Include normal tasks, conflicting information,
restricted records, an interrupted approval, and an unavailable connector.
Reserve additional examples that are not used to tune the implementation.

Case ID and scenario:
Input and test user / permissions:
Expected output and permitted system changes:
Actual output and system changes:
Source references and trace / run identifier:
Retries, approval events, and recovery behavior:
Usage cost and staff review / correction minutes:
Evidence status: demonstrated / documented only / unresolved
Reviewer, date, and acceptance reason:
Open issue, owner, and next check:

Do not combine permission failures with softer quality measures into one average.
An unauthorized read or action, duplicate write, or lost approval state blocks
the tested release. Define task-specific quality thresholds before the pilot.

5. COST THE SAME WORKLOAD
One-time implementation and handover:
Monthly platform, runtime, storage, and infrastructure:
Monthly models, retrieval, connectors, and other tools:
Evaluation and regression runs:
Review and exception-handling hours x loaded hourly cost:
Maintenance and support:
Total monthly operating cost:
Completed tasks meeting acceptance criteria:
Operating cost per accepted task = total monthly cost / accepted tasks
Separate staff handling time from elapsed time. Record assumptions and unknowns.
Do not treat a hypothetical time reduction as an observed saving.

6. RELEASE AND CHANGE REVIEW
Accepted workflow and excluded actions:
Unresolved requirements and owners:
Acceptance criteria met, with evidence:
Spending alerts and limits:
Fallback tested by / date:
Final release decision and responsible person:
Re-evaluation triggers: model, prompt, retrieval, connector, or workflow changes.

This is an editable planning worksheet, not a benchmark or certification.
For a scoped build: https://arsum.com/services/ai-products-applications/