Discovery & Consulting for Agentic Solutions

Identifying the Right Workflows for the Highest ROI

The first step in building an agentic hybrid workforce is knowing where to start. IBS Fulcro’s Discovery & Consulting process helps enterprises map workflows, identify high-impact use cases, and build a clear roadmap for agentic transformation.

Why Discovery Matters

The Importance of a Strong Foundation

  • Not every process is equally suited for agentic systems
  • Early mapping avoids wasted investments and complexity
  • Consulting ensures clear ROI expectations before implementation

How IBS Fulcro Does Discovery

Our Discovery Process Explained

01

Workflow Audit

Analyze HR, sales, marketing, finance, and support workflows

02

Inefficiency Mapping

Identify bottlenecks, redundancies, and repetitive tasks

03

Data Readiness Assessment

Check integration readiness across CRMs, ERPs, HRMS, etc.

04

Compliance Review

Ensure ISO 27001 and industry standards are met from day one

05

Prioritization Framework

Rank opportunities by ROI, complexity, and business impact

Consulting Deliverables

What You Get from Consulting

  • A workflow opportunity report customized for your enterprise
  • Prioritized use cases (HR automation, lead scoring, ORM, social automation, etc.)
  • A business case presentation quantifying ROI potential
  • Risk assessment with mitigation strategies
  • Implementation roadmap with phased timelines

Industry-Specific Consulting

Tailored Discovery for Every Industry

BFSI

Fraud detection, compliance workflows, KYC checks

Pharma & Healthcare

ORM, patient engagement, clinical trial monitoring

Retail & E-Commerce

Lead nurturing, personalization, supply chain ops

Manufacturing

Vendor management, predictive maintenance workflows

Security-First Approach

Secure Consulting with ISO 27001 Standards

  • IBS Fulcro is ISO 27001 certified
  • Every recommendation is aligned with data security, compliance, and governance standards
  • Builds confidence that enterprise-critical data will remain safe during and after deployment

Frequently Asked Questions

What happens during the discovery phase?

IBS Fulcro audits your workflows, maps inefficiencies, and identifies high-ROI opportunities.

How long does the discovery process take?

Typically 2–4 weeks, depending on the complexity of your enterprise.

Do you provide a roadmap after consulting?

Yes. We deliver a prioritized roadmap with ROI projections and timelines.

Is consulting industry-specific?

Yes. Our frameworks adapt to BFSI, pharma, retail, manufacturing, and more.

Why is ISO 27001 certification important here?

It ensures secure handling of enterprise data during workflow analysis and planning.

Start with Discovery. Scale with Confidence.

IBS Fulcro’s Discovery & Consulting process is the foundation of enterprise-ready agentic systems. Identify opportunities, measure ROI, and plan with confidence.

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