Discovery
Map the client workflow, owners, exceptions, and automation fit.
AI Automation Consultant
Capstone
learner@local.soatmos.dev
Phases
0/8
Rubric
0%
Needs work
Matrix
15 unmet
Dossier
brief.md
# Capstone Brief Brightside Home Services is a five-person home-service company that loses leads between web forms, voicemail, email, and field technician follow-up. The owner wants faster response, fewer duplicate records, and a clear weekly view of open opportunities. Constraints: - Budget is modest; the owner will approve a fixed setup fee plus maintenance only if payback is plausible within one quarter. - Customer data includes names, phone numbers, addresses, job notes, and occasional photos. - Staff can review ambiguous AI output once per business day, but not after hours. - Existing tools are a basic CRM export, shared inbox, Google Calendar, and spreadsheets. Required capstone artifacts: - Discovery summary and workflow map. - Opportunity ranking with conservative ROI. - Architecture proposal with deterministic, AI-assisted, agentic, and human-owned steps. - Security and data-handling checklist. - Prototype plan and failure-test plan. - Proposal, pricing, maintenance plan, and 90-day runway note.
Capstone Phases
not started
Opportunity Map
Prioritize the opportunity from evidence, risk, and buyer value.
Architecture
Separate deterministic, AI-assisted, agentic, and human-review boundaries.
Security Review
Capture secrets, PII, validation, rollback, and handoff controls.
Prototype
Show the working slice and justify where agentic behavior belongs.
Failure Test
Prove the failure path, logs, fallback, and recovery procedure.
Proposal and Pricing
Price setup, maintenance, assumptions, exclusions, and repricing triggers.
Runway Plan
Turn the simulated engagement into outreach, audit offers, and pilot criteria.