A practical checklist for PS firms and SIs who are scaling fast and want to get governance right before it becomes a problem.
If your firm spent Q1 spinning up agents and automations, now's a good time to step back and audit what you've actually got.
We're seeing customers do exactly that — revisiting governance structures, tightening agent permissions, standing up formal Centers of Excellence. In our view, this is what a maturing AI practice looks like. Not just adding agents, but managing them with the same rigor you'd apply to any other business function.
This checklist covers the five governance pillars that matter most as you scale:
- Purpose-Driven Agent Creation
- Agent Ownership & Accountability
- Guided Intelligence & Human Oversight
- Data Security & Access
- Continuous Learning & Optimization
Use it to assess where you're leading, where you're evolving, and where you're lagging—then build from there.
