Session

Autonomy with Accountability: A Playbook for Agentic Processes

Most teams try to bolt “agents” onto brittle workflows and hope for magic. This session shows a safer way to redesign processes so agents add value without losing control. Using an end-to-end Sales→Cash storyline (lead triage → CPQ → ATP/CTP promise dates → buy/make orchestration → fulfillment → invoicing/collections), we map where stochastic reasoning helps and where deterministic steps should stay. You’ll learn the autonomy ladder (L0–L3), an Agentic Redesign Canvas, and the safety envelope: policy cards, decision thresholds, human-in-the-loop, signed-intent commits, and rollback. We’ll finish with a Microsoft build path (Copilot Studio + Power Automate + Dataverse + Fabric) and a metrics plan to graduate autonomy by evidence, not hype.

Nancie Calder

Turning AI, data, and CRM strategy into practical business outcomes using Microsoft ecosystem

Toronto, Canada

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