Softobiz
Thousands of event traces resolving into the process people actually follow, with the dominant paths lit and bottlenecks marked

AGENTIC AI DISCOVERY AND PROCESS MINING

Process discovery and automation assessment

We use process evidence to identify where agents can help, producing a ranked opportunity backlog and a clear case for what to build first.

  • Real process flow reconstructed from your own system event data
  • An agent-fit test that filters poor candidates before any build
  • A ranked, evidence-backed shortlist and a recommended first build
THE SCENARIO WE KEEP SEEING

The pilot gets chosen in a workshop, not from data.

A department head is convinced their reconciliation workflow is the perfect agent pilot. Procurement wants invoice matching. Support wants ticket triage. Everyone is partly right and mostly guessing.

Nobody has the event data to say which process actually carries the volume, the rework, and the clear success criteria an agent needs. So the pilot sounds strategic, demos well, and then meets reality: the process turns out to be low-volume, the rules are actually a hundred edge cases, ground-truth outcomes are ambiguous, and six weeks in nobody can tell whether the agent is working. The failure was upstream, in choosing a process no amount of engineering could have made a good fit. This is where the Agentic AI practice starts.

Replace guessing with evidence, and a shortlist you can defend.

WHAT IS INCLUDED

A mined view of every candidate, and a first build you can trust.

  • A mined view of each candidate process: real flow, variants, and volumes from your own event data.
  • A scored, ranked shortlist of agent-fit opportunities with the evidence behind each ranking.
  • A deterministic-automation-versus-agent split, so fixed-rule work is routed to the simpler tool and agents are reserved for judgment.
  • A recommended first build: the process most likely to deliver value with the fewest surprises.
  • A value case per candidate: volume, cycle time, and effort baselines to measure the pilot against.
OUR PROCESS-MINING METHOD

Five steps, from raw system events to a defensible shortlist.

STEP 01

Extract event data

From the source systems that touch the process: ERP, CRM, ticketing, and workflow.

STEP 02

Reconstruct the flow

The real variants, loops, and hand-offs, including the ones no process map admits to.

STEP 03

Quantify the economics

Volume, cycle time, rework rate, and where cases wait or bounce between people.

STEP 04

Locate the judgment

The steps where a human reads context and decides, which is where an agent earns its place.

STEP 05

Score and shortlist

Candidates ranked against the agent-fit test, with the evidence attached to each.

THE AGENT-FIT TEST

Not every painful process suits an agent.

We score each candidate on the dimensions that predict success or failure. Some processes that pass would still be better served by cheaper, deterministic automation.

VolumeHigh and repeating, the automation pays back.One-off or rare, not worth the build.
StepsMulti-step with tool use and hand-offs.Single lookup, a function or query suffices.
AmbiguityNeeds judgment over unstructured context.Fixed rules on structured screens, use deterministic automation.
Success criteriaClear, checkable definition of done right.Fuzzy or contested, evaluation is impossible.
Data accessReachable via governed APIs and connectors.Locked in systems with no safe access path.
RiskReversible, or gateable behind human approval.High-stakes and irreversible, start elsewhere.

The distinction that saves the most wasted spend: deterministic automation for fixed rules on structured screens; agents for ambiguity and judgment. A genuinely rules-based process does not need reasoning, and dressing it up as an agent adds cost and failure surface for nothing.

FREQUENTLY ASKED QUESTIONS

What leaders ask us before discovery.

No. We reconstruct the process from system event data, so the shortlist reflects how work actually flows, not how people remember it flowing. That difference is usually where the surprises hide.

We first test what can be reconstructed from ERP, CRM and ticketing timestamps. Where a source is genuinely dark, we say so and scope a lighter, interview-led assessment rather than pretend the data exists.

No. Discovery is deliberately build-agnostic. A common, and healthy, outcome is that several candidates are better served by deterministic automation or a simple integration, and only one or two justify an agent.

FIND THE PROCESS WORTH AUTOMATING

Let's mine your highest-volume workflows and hand you a ranked, evidence-backed shortlist.

Evidence over opinion, an agent-fit test over a workshop, and a first build likely to land.