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Agentic Workflows and AI Transformation Strategies

Mohamed A. Haggag

Founder and Chief AI Architect, Agentis Labs

Personal Snapshot

Academic & Research Experience

  • Three academic degrees: B.Sc. Electrical Engineering, MSc. Mechatronics (Professional), MSc. Computer Science
  • Four universities across three countries: Egypt (2), Japan (1), US (1)
  • Multi-disciplinary research & global academic experience

Professional Experience

  • R&D, product, and executive technical leadership roles in AI across Robotics, Autonomous Driving, Blockchain.
  • AI consulting, advising, and strategy across various industries, including Drug Discovery, Real Estate, Customer Acquisition, and more.
  • Advising government on National AI Strategy

What We Will Cover

  • What is Agentic AI?
  • What is the right approach for building agentic systems?
  • Where should we look for the next wave of impactful AI applications?
  • How to approach organization-wide AI transformation?

Agents and Agentic Workflows

AI Agents

  • Agents are not new as a concept
  • Definition: An agent is a system capable of receiving input, planning and/or executing actions that align with desired goals.
  • Agents exist on a spectrum, from simple reflex agents to autonomous rational agents
  • LLMs are not agents
  • However, they are powerful components for building them.

Agentic Workflows

  • Complex agents are essentially workflows
    • Non-linear, dynamic, and/or stateful, with intrinsic capabilities for planning and decision-making
  • An agentic workflow is one that incorporates one or more agents.
    • Essentially, are a workflow of workflows
  • Agentic workflows necessitate shifting focus to architecture rather than components; an Architecture-First approach.

The two approaches to Agentic AI

LLM-First

  • Build around the model
  • Limited by model capabilities
  • Premature framework commitment
  • Abstractions not yet settled
  • Gets stuck with non-optimal abstractions

Architecture-First

  • Build around the problem
  • Combine LLMs, Symbolic AI, and Agentic Systems
  • Discover abstractions organically
  • Intelligence emerges from architecture
  • Enables breakthrough patterns

What is the next AI frontier

Conversational Interfaces

  • Conversational interfaces to knowledge or data sources
  • Relatively well-understood
  • Easy to demo and implement
  • Valuable use case

Agentic Workflows

  • AI-enabled/enhanced/augmented workflows and processes
  • Underserved and complex
  • Where most value is generated
  • 100x value compared to conversational interfaces

Why Agentic Workflows are difficult

  • Requires deep domain expertise to identify real bottlenecks in industry processes, pain points, and workflows.
  • Requires ongoing R&D, since agentic AI at scale lacks standardized abstractions and methodologies.
  • Requires holistic understanding of the entire AI spectrum, not just one technology, to grasp capabilities, limitations, and architectural challenges.
  • Requires strong software engineering to build robust, scalable, production-grade systems.

AI Transformation Framework

AI Transformation: 3-Phase Framework

  • Phase 1: Organization-Level Mapping
    • Map all functions and processes, identify high-impact opportunities, prioritize by ROI.
  • Phase 2: Deep workflow analysis
    • Systematically analyze priority workflows, document each step, identify AI integration points.
  • Phase 3: Deploy, train, & monitor
    • Deploy AI solutions, train staff on new workflows, and continuously monitor performance against defined metrics.
3-Phase Framework Overview

Phase 1: Organization-Level Mapping

Objectives:

  • Map all functions, groups, and their core processes
  • Find redundancies, gaps, and improvement opportunities
  • Prioritize by: AI potential × Business impact × Ease of implementation

Activities:

  • List all functions across all departments
  • Group processes by complexity and AI readiness
  • Optimize: merge, remove, or improve functions
Key Deliverable: Process map with prioritized AI opportunities
Phase 1: Organization-level Mapping

Phase 2: Process/Workflow-Level Analysis

Objectives:

  • Document step-by-step workflows for priority processes
  • Find where AI can help at each step
  • Design new AI-enhanced workflows with clear ROI

Activities:

  • Document current workflows (as-is)
  • Interview stakeholders (roles, problems, data sources)
  • Analyze AI applicability for each step
  • Design future workflows with AI integration
Key Deliverable: Detailed workflow documentation with AI integration specifications and ROI projections
Phase 2: Process/Workflow-level Analysis

Phase 3: Implementation, Evaluation & Training

Objectives:

  • Build/integrate AI systems
  • Train staff and track adoption
  • Measure results and continuously improve

Activities:

  • Digitalize data and create pipelines
  • Select tools or build custom solutions
  • Pilot with target teams
  • Train staff and manage change
  • Monitor performance and optimize
Key Deliverable: Deployed AI systems with performance metrics and scaling playbook
Phase 3: Implementation

Framework in Action - Example

(1) Organization-Level Mapping

  • Map all Legal & Fair Trade Group functions and their processes
  • Assess each process: manpower required, business impact, AI potential
  • Result: "Shareholder Meeting Q&A Preparation" identified as top priority (high manpower, high impact, good AI feasibility)

(2) Workflow-Level Analysis

  • Document current workflow: Review past questions → Research financial data → Draft answers → Legal review → Executive approval
  • Identify AI integration points:
    • Steps 1-2: AI categorizes questions, retrieves relevant data
    • Step 3: AI generates draft answers from data and past responses
    • Step 4: AI flags legal/compliance issues
    • Step 5: Human review and final approval
  • Output: Redesigned workflow with AI handling research/drafting, humans focus on strategic review

(3) Implementation

  • Build: Connect AI to financial database and historical Q&A records
  • Train: Legal team validates AI outputs and refines process
  • Monitor: Track accuracy, time saved, user satisfaction
  • Result: Reduced prep time, staff redeployed to higher-value work
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