SCM AI Blueprint Offering

SCM AI Agents Blueprint (4–6 Weeks)

Purpose: In 4–6 weeks, define a strategic roadmap for scaling AI agents across Supply Chain Management, identifying high-value opportunities, establishing governance and architecture requirements, and creating a prioritized plan for enterprise-wide adoption.

Why this matters

Many organizations successfully launch AI pilots but struggle to scale them across Procurement, Inventory & Planning, and Manufacturing. Without a clear strategy, governance model, and technical architecture, AI initiatives often remain isolated and fail to deliver enterprise-wide value. The SCM AI Agents Blueprint provides the structure, prioritization, and roadmap needed to scale AI agents safely and effectively across the supply chain.

Who this service is for

• Organizations running Dynamics 365 Supply Chain Management or complex hybrid ERP environments
• Supply Chain leaders seeking a strategic approach to AI adoption before investing in agent development
• Multi-site organizations looking to standardize AI initiatives across Procurement, Inventory & Planning, and Manufacturing
• Teams that need governance, security, and architectural guidance for scaling AI agents responsibly

What you receive (Deliverables)

• Ranked portfolio of AI agent opportunities with 15–30 use cases evaluated by business value, feasibility, risk, and data readiness
• AI agent prioritization framework to support investment and implementation decisions
• Reference architecture defining how AI agents integrate with Dynamics 365, ERP systems, data sources, and business processes
• Governance and controls framework covering security, approvals, auditability, segregation of duties, and access management
• KPI measurement framework with leading and lagging indicators tied to business outcomes
• Pilot charter defining the first 2–3 recommended AI agent use cases, success criteria, timelines, and ownership
• Multi-site rollout roadmap outlining phased adoption and future expansion opportunities
• Executive blueprint presentation with recommendations and next steps

How the 4–6 week blueprint works

1. Week 1 – Alignment & Landscape Review: Conduct executive kickoff sessions, stakeholder interviews, system reviews, data inventory assessments, and KPI baseline analysis.
2. Weeks 2–3 – Use Case Discovery & Scoring: Facilitate workshops across supply chain functions, identify AI agent opportunities, and score them by value, feasibility, risk, and data readiness.
3. Weeks 4–5 – Architecture & Governance: Define reference architecture, integration patterns, governance requirements, security controls, and KPI measurement approaches.
4. Week 6 – Pilot Charter & Roadmap: Select priority use cases, define success criteria, establish implementation sequencing, and present the enterprise roadmap.

Example use cases

Procurement

• Supplier communication automation
• Exception management and triage
• Policy-driven decision support

Inventory & Planning

• Available-to-promise (ATP) explanations
• Replenishment recommendations
• Master data quality workflows

Manufacturing

• Shift handover intelligence
• Quality and NCR/CAPA automation
• Maintenance coordination

Scope boundaries (Out of scope)

• No AI agent development, deployment, or production implementation during this engagement
• No custom integrations or software development
• No ERP replacement or major business process redesign initiatives
• Reference architecture and roadmap only, sufficient for planning and execution readiness

Customer prerequisites

People availability

• 1 executive sponsor for kickoff and executive review sessions
• Business stakeholders and SMEs from Procurement, Inventory & Planning, and Manufacturing
• IT, ERP, and data representatives for architecture and integration discussions
• Optional security, compliance, and governance stakeholders

Information access

• Current supply chain process documentation and KPI reporting
• Overview of ERP, data, and surrounding business systems
• Relevant policies, procedures, and governance requirements
• Access to architecture and system landscape information

Tenant / licensing

• No Microsoft Copilot Studio licensing is required for this blueprint engagement
• Licensing and platform requ