Identify the work the agent should own
Map the manual decisions, systems, approvals, and exception paths behind one high-value process.
Soberan Morning Bootcamp
From friction to agent before 1 PM.
A five-hour working session for one real workflow: map the operating facts, define the agent actions, set the control points, and leave with a credible pilot plan.
0800Build window1300
Time8:00 AM - 1:00 PM
FormatHands-on workshop
OutputOne pilot-ready agent path
Built around real operations
For teams with inventory, demand, orders, customer conversations, finance exceptions, or warehouse work that cannot stay trapped in slide decks.
01 / Outcomes
Run one morning to:
The goal is not a demo. The goal is a bounded operating path your team can evaluate, govern, and deploy.Draft the agent workflow
Translate the process into agent actions, policy controls, data inputs, and human review points.
Leave with an implementation plan
Define the first users, success metrics, data needs, risks, and next implementation sprint.
02 / 8:00 - 1:00
The morning plan
A compressed build sprint for operators, functional leaders, and technical owners. Each block produces a concrete artifact.Operational brief
Align on the business process, current pain, systems involved, and the decision owner.
Data and workflow map
Trace records, events, approvals, exceptions, and the context an agent needs to act responsibly.
Use case build
Design the agent workflow, UI touchpoints, guardrails, and escalation paths with the Soberan team.
Demo and critique
Pressure-test the workflow against real operating scenarios and define what must be true for rollout.
Implementation plan
Confirm owners, integrations, data readiness, pilot users, and the next 30-day action plan.
03 / Method
Why this format works
Short, intense, and concrete. The bootcamp makes agent decisions visible by forcing the work into operating facts.Real workflow first
We start from a process your team runs today, not a generic chatbot demo.
Architecture by evidence
Data gaps, integration needs, and policy boundaries show up while the use case is being built.
Automation over chat
The session focuses on actions, approvals, records, and outcomes instead of prompt experiments.
Operators in the room
The people who own exceptions, service levels, and throughput shape the workflow from the start.
04 / Use cases
Bring one process. Build one path.
The best bootcamp candidates are specific, painful, and measurable. We can work across ERP, CRM, supply chain, and contact center operations.- Backorder triage and customer substitution workflows
- Demand exceptions and replenishment recommendations
- Invoice, purchase order, and supplier follow-up exceptions
- WhatsApp, email, or voice conversations connected to order context
- Sales follow-up, lead qualification, and quote-to-cash handoffs
05 / Team
Who should attend
A small team is better than a large audience. Bring the people who know the process and can unblock implementation.Business owner
Sets the target outcome and success metric
Operator
Explains edge cases, approvals, and day-to-day reality
Systems owner
Maps ERP, CRM, data, and integration constraints
Executive sponsor
Confirms priority, adoption path, and rollout scope
06 / FAQ
Bootcamp questions
What do we need to bring?
Bring one real workflow, the people who run it, and access to the business context behind it: systems, data, exceptions, approvals, and current pain points.
Is this a training session or an implementation session?
It is an implementation workshop. The session is designed to leave with one pilot-ready agent workflow, not a generic AI presentation.
Which processes fit best?
The best candidates are frequent, measurable processes across orders, inventory, purchasing, finance exceptions, customer service, CRM follow-up, or warehouse work.
8:00 AM - 1:00 PM
Reserve a morning with the Soberan team.
Tell us the workflow you want to attack. We will shape the session around the fastest credible path from process map to pilot.