Agentic workflow redesign for a small, high-leverage operating team
- Context
- A compact team running an outsized portfolio across multi-jurisdiction mandate, with growing, uncoordinated use of AI tools.
- Problem
- Judgment-heavy work kept being interrupted by coordination tax; parallel AI use was inconsistent and hard to audit.
- Constraint
- No new hires. No tool sprawl. No loss of review standards.
- Intervention
- Designed an agentic operating loop around three explicit decision surfaces, with scoped AI drafting steps and a lightweight eval pass before each hand-off.
- Outcome
- Deep-work blocks recovered, review turnaround cut to a fraction of prior time, and AI use visibly trackable without adding overhead.