Appendix B: Agent Portfolio Strategy — What to Build First

Agentic AI should be managed as a portfolio, not a collection of experiments.

The Agent Prioritization Matrix

  • Axes: Business Impact vs. Operational Risk

Quadrants

  1. Low Risk / High Impact — Build Immediately

  • Examples: Internal knowledge agents, Tier 1 support, document summarization.

  • These should be your first deployments.

  1. Low Risk / Low Impact — Opportunistic

  • Examples: Meeting summaries, internal reporting agents.

  • Build when convenient, not as strategic priorities.

  1. High Risk / High Impact — Stage Carefully

  • Examples: Financial analysis, legal review, compliance recommendations.

  • Requires: Human-in-the-loop, phased rollout, and clear escalation paths.

  1. High Risk / Low Impact — Avoid

  • Examples: Autonomous decision-making with minimal upside.

  • These agents rarely justify their risk profile.

Key Principle: Discipline beats ambition. A few well-governed agents outperform dozens of unmanaged ones.

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