AI & Automation Gameplan 2026

Building on Foundation,
Scaling with Agents

From Crawl-Walk-Run to Frontier: Our journey to agent-operated excellence

68%
Active User Adoption
5
Production Agents
~800
Hours Saved Monthly
$1.5M+
Target Cost Avoidance
Where We Are

Crawl → Walk → Run → Frontier

We've successfully completed Phases 1-2 and made substantial progress in Phase 3. 2026 will complete Phase 3 and advance into Phase 4.

✓ Complete

CRAWL
Foundation

Establish secure infrastructure and organizational AI literacy

  • ChatGPT Enterprise deployed
  • 165 active users (68%)
  • 75 GPTs created
  • Section AI training launched
✓ Complete

WALK
Agents & Data

Deploy role-specific agents with intelligent data access

  • 5 production agents via Stack AI
  • Snowflake agent-ready
  • HubSpot-ChatGPT integration
  • GitHub-CODEX integration
● In Progress

RUN
Automation

Embed agents in workflows and achieve efficiency gains

  • 58% invoice automation
  • Power Platform SOW tool
  • Developer acceleration
  • Marketing enablement
→ 2026 Focus

FRONTIER
Autonomous Ops

Agent-to-agent orchestration and process transformation

  • 25+ agents deployed
  • Service Ops reimagined
  • Multi-agent workflows
  • Agent boss culture
Mission 2025: Accomplished

2025 Results by the Numbers

Deployed enterprise AI infrastructure, launched production agents, and automated critical workflows with zero security incidents

2,395
Invoices Automated
58% of total volume • ~800 hours saved monthly
98%
Time Reduction
Partner Contract Analyzer: 60 min → 1 min
165
Active AI Users
68% adoption • 537 GPT messages • 361 agent runs
$120K+
Annual Labor Savings
Conservative estimate from invoice automation alone
Zero
Security Incidents
SOC 2 compliance maintained throughout deployment
5
Production Agents
Plus 75 custom GPTs across the organization
Agent Arsenal

What We Built in 2025

Five production agents delivering immediate ROI and laying the foundation for 2026 expansion

📄

RFP Summary Agent

High Priority Expansion

Automates RFP analysis and response preparation, dramatically reducing manual review time and ensuring comprehensive coverage of client requirements.

💡 Massive time-saver • Prevents headcount additions
📋

Partner Contract Analyzer

Proven Success

Extracts key terms, obligations, and risks from partner contracts with 98% time reduction compared to manual review processes.

⚡ 60 minutes → 1 minute task completion
🔧

SOW Generator

Production

Power Platform-based tool for automated Statement of Work creation. Foundation built for expansion or standalone CoreWeave-specific version.

🚀 CoreWeave enhancement: $1M+ headcount avoidance potential
❄️

Snowflake Data Query Agent

Agent-Ready

Natural language interface to Snowflake data warehouse (aka Internal Data Agent), enabling stakeholders to answer data questions without SQL expertise and democratizing analytics across the organization.

🔗 Foundation for Client Portal GPT (2026)
🤖

Claude Agent (Marketing)

In Production

Provides Marketing team access to Anthropic's Claude models via Stack AI without requiring separate Anthropic contract, enabling advanced content creation and analysis.

📝 Marketing-focused without contract overhead
The Journey

Q1 2026 Roadmap

Critical milestones for the first 90 days of our frontier transformation

January 2026

Governance & Foundation

Launch AI Governance Board with finalized charter • Begin ELT/coach requirements elicitation sessions • Complete Zapier vs Stack AI evaluation • Onboard AI & Automation Engineer • Validate public website chatbot launch

February 2026

Prioritization & Strategy

Complete Eisenhower Matrix prioritization of agent backlog • Kickoff Service Ops hello-to-reconciliation audit • Design and recruit AI Champions program (25-30 champions) • Finalize platform vendor decision (primary + secondary) • Deploy MAM to company endpoints for shadow AI mitigation

March 2026

Execution & Expansion

Launch first cohort AI Champions training • Begin development of 3-5 new prioritized agents • Execute Agentforce PoC for quote processing • Complete Legal/Compliance framework review (NYC/CA/GDPR) • Conduct Q1 metrics review and strategy adjustment

End of Q1 Deliverables

Success Criteria

✓ Governance structure operational • ✓ Platform strategy locked • ✓ Agent pipeline established (20+ use cases) • ✓ Champions network activated • ✓ 5+ new agents in production

Mission 2026

Strategic Priorities for 2026

Five focus areas to complete Phase 3 and advance into Phase 4 Frontier operations

Priority 1

Scale Agent Deployment

Experiment widely to discover high-value use cases through "breadth-first" approach. Target 20+ new agents across Sales, Finance, Service Ops, and Marketing.

  • Eisenhower Matrix prioritization from stakeholder requirements
  • Scale proven winners: RFP Agent, SOW Tool ($1M+ potential)
  • Experiment with 20+ new agents to discover what sticks
  • Build vs buy reality: Most agents require custom development
Priority 2

Reimagine Service Ops

End-to-end process audit of hello-to-reconciliation workflow with AI-first lens. Identify 3-5 transformative automation opportunities.

  • Service Ops team-led process audit with AI lens
  • Map current state vs. AI-first future state
  • Identify manual bottlenecks and agent opportunities
  • Foundation for agent-to-agent orchestration (H2 2026)
Priority 3

Build "Agent Boss" Culture

Address 32% adoption gap through AI Champions network, refreshed training strategy, and targeted enablement for 78 inactive users.

  • AI Champions network: 25-30 champions recruited
  • Champions become Gameplan team members
  • Rethink enablement beyond Section AI
  • Upskill/reskill staff for agentic world
Priority 4

Platform & Vendor Strategy

Finalize multi-platform approach to overcome Stack AI integration challenges while maintaining flexibility and avoiding vendor lock-in.

  • Decision: Stack AI vs Zapier vs Microsoft Foundry vs Agentforce vs Boomi
  • Criteria: Integration coverage, ease of use, support, cost per agent/run
  • Q1 decision on primary + secondary platforms
  • Evaluate Celigo vs Mulesoft vs Boomi for iPaaS + agents
Priority 5

Governance & Compliance

Form AI Governance Board with clear charter, prepare for NYC/CA/GDPR compliance, and mitigate shadow AI usage across organization.

  • Form AI Governance Board (charter, scope, cadence)
  • NYC, CA, GDPR compliance framework with Legal/Compliance
  • Deploy MAM to curtail shadow AI (personal ChatGPT accounts)
  • Integrate client opt-out registry into corporate culture
Resources Required

2026 Investment Plan

$300K budget allocation plus strategic headcount additions to enable frontier transformation

$300K
2026 Budget
  • Platform Licensing & Usage $120K
    40% • Stack AI, Zapier, Agentforce, Foundry, API costs
  • Consultants & Delivery Partners $60K
    20% • Implementation support, Zapier ecosystem, Boomi partners
  • Training & Enablement $30K
    10% • AI Champions program, refreshed training approach
  • Tooling & Infrastructure $30K
    10% • Observability, monitoring, security tools
  • Reserve for Emerging Needs $60K
    20% • Buffer for unexpected opportunities and challenges

Headcount Additions (Approved)

AI & Automation Engineer (New Hire): Agent development, platform management, technical architecture

Temp-to-Perm IT Resource (New Hire): Infrastructure support, frees CIO for hands-on project work

What Success Looks Like

Expected Outcomes for 2026

Quantitative targets and qualitative benefits that position Myriad360 for frontier operations

Quantitative Targets

Metric
2025 Actual
2026 Target
ChatGPT Active Users
165 (68%)
220 (90%)
Production Agents
5
25+
Monthly Agent Runs
361
5,000+
Invoice Automation
58%
75%
Annual Hours Saved
~9,600 hrs
~20,000 hrs
Cost Avoidance
~$150K
$1.5M+

Qualitative Benefits

Competitive Differentiation

Maintain 12-18 month lead over competitors still limited to basic ChatGPT usage through sophisticated agent orchestration and autonomous workflows.

Client Experience Excellence

"Invisible AI" delivers better, faster service without AI being "in your face" - clients benefit from improved experiences powered by behind-the-scenes automation.

Future-Proofing

Navigate agent proliferation landscape, remain relevant to clients/partners as purchasing and consumption models shift with AI adoption.

Talent Attraction & Retention

Position as innovative employer in conservative industry, attract top talent interested in working at frontier of AI-driven operations.

Operational Resilience

Scale operations without proportional headcount growth - agent-operated workflows enable sustainable expansion and market leadership.

The Frontier Awaits

We've built the foundation. We've proven the concept. Now it's time to scale and lead.

2025: Foundation Built • Agents Proven • Zero Security Incidents
2026: 25+ Agents • $1.5M+ Cost Avoidance • Frontier Operations

The opportunity: Maintain our competitive lead while competitors catch up
The risk: Slowing down means losing our advantage

Let's move forward together.