Milestones

Here’s a structured 3-year milestone plan, team structure, and architecture deep dive for your Agentic AI platform:


3-Year Milestones

Theme: From MVP to Autonomous Orchestration

YearPhaseKey MilestonesSuccess Metrics
Year 1Core Platform MVP- Agent framework + Knowledge Graph live
- Data ingestion/exception workflows automated
- Basic telemetry & audit trails
50% manual effort reduction in pilot workflows
Year 2Scale & Self-Service- Self-service UI for workflow creation
- 5+ ops use cases onboarded (e.g., macros, browser agents)
- Anomaly detection integrated
30% workflows built by ops teams
Year 3Enterprise Autonomy- Multi-agent collaboration ecosystem
- Predictive anomaly resolution
- Client onboarding toolkit
40% MTTR reduction; 10+ cross-functional workflows

Critical Dependencies:

  • Year 1: Secure buy-in from 1-2 ops teams for pilot use cases.
  • Year 2: IT integration for legacy systems (e.g., macros, A2A protocols).
  • Year 3: Data governance team alignment for knowledge graph scaling.

Team Structure (Platform + Pods Model)

1. Platform Team (Central, Horizontal)

  • Agent Framework: Engineers building core agent architecture (LLM integration, rules engine).
  • Knowledge Graph: Data engineers/scientists managing entity relationships, anomaly detection.
  • Workflow Orchestration: Backend devs for workflow engine, APIs, and registry.
  • Observability: DevOps for telemetry, logging, and guardrails (e.g., SLA monitoring).

2. Pods (Vertical, Use-Case Aligned)

  • Pilot Pod (Data Ingestion/Exceptions): Ops SMEs + AI engineers automating high-volume workflows.
  • Scaling Pod (Browser/Macro Agents): RPA specialists + integration engineers.
  • Anomaly Pod: Data scientists + ops analysts refining detection/resolution logic.

Governance Layer (Cross-Cutting)

  • Product/Program Mgmt: Roadmap alignment, stakeholder updates.
  • AI Governance: Ethics, compliance, and risk oversight.

Key Collaboration Model:

  • Platform team provides APIs/tools; pods build use cases.
  • Bi-weekly syncs to share reusable agents/patterns.

Architecture Deep Dive

1. Core Layers

  • Agent Framework:
  • Modular Agents: Rules-based (price checks), LLM-based (root cause analysis), hybrid (anomaly detection).
  • Human-in-the-Loop: Approval hooks, validation UI for exceptions.
  • Knowledge Graph:
  • Entity Resolution: Unifies data from emails, PDFs, etc., into structured relationships.
  • Anomaly Detection: Graph embeddings + ML models flag outliers (e.g., unusual trades).
  • Workflow Engine:
  • Low-Code Designer: Drag-and-drop steps (e.g., "ingest → validate → escalate").
  • Registry: Versioned agents/workflows for reuse.

2. Key Components

  • Orchestrator: Routes tasks to agents, manages retries/fallbacks.
  • Prompt Studio: Templates for natural-language-to-workflow (e.g., "Create exception workflow for top movers").
  • Observability Hub:
  • Real-time dashboard (e.g., "Agents stuck in loop").
  • Drill-down into agent reasoning (e.g., "Why was this trade flagged?").

3. Integration

  • Legacy Systems: Browser agents (Playwright/Selenium), macro wrappers.
  • Protocols: MCP/A2A adapters for SWIFT, FIX, etc.
  • Data Lakes: Pre-processors for unstructured → structured data.

4. Guardrails

  • Governance: Role-based access to workflows (e.g., only traders can approve exceptions).
  • Explainability: Audit trails show agent decisions + human overrides.
  • Rate Limits: Prevent agent cascades (e.g., anomaly detection spamming).

Example Workflow: Exception Resolution

  1. Trigger: Trade exceeds price tolerance (business rule).
  2. Agents Activated:
  • Data Gatherer: Pulls trade details from emails/PDFs.
  • Root Cause Analyzer (LLM): Suggests "liquidity gap in emerging markets."
  • Anomaly Detector: Flags related trades in knowledge graph.
  1. Human Step: Trader validates evidence.
  2. Close: Audit trail updated; workflow registry logs resolution pattern.

Key Risks & Mitigations

  • Risk: Ops teams resist self-service.
    Mitigation: Co-develop workflows with pods in Year 1.
  • Risk: Knowledge graph becomes stale.
    Mitigation: Auto-refresh hooks from data sources.

Let me know if you'd like to dive deeper into any area (e.g., agent-KG interaction patterns, specific tech stack choices).

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