Discovery call · 45 minutes· Senior-led
Gartner expects over 40% of these projects to be cancelled by 2027. Yours does not have to be one of them
A working session with the people who would build it. We map how your operation runs today: where work arrives, where it stalls, which systems it has to reach, what agents would own, and which decisions stay with a person. You leave with a scoped plan you can take to your leadership, and you keep it whether or not you buy anything.
Our senior leadership runs these sessions personally, and takes 5 a month.
Why this is urgent
Both findings name causes that are settled before configuration starts
A Gartner prediction and an MIT study looked at why these projects go wrong. They named different causes, and neither named the models. Read them side by side and almost everything on both lists is a decision somebody makes while the work is being scoped: what it will cost, what counts as value, who reviews what, and how deeply it reaches into a real workflow. That inference is ours, not theirs. Both are below in their own words.
Over 40%
of agentic AI projects are predicted to be cancelled by the end of 2027
Gartner names three causes: escalating costs, unclear business value, and inadequate risk controls.
95%
of enterprise generative AI pilots show no measurable P&L impact
The study attributes this not to model quality but to pilots that never integrated deeply into a specific workflow, and to systems that do not learn from feedback.
MIT Project NANDA
What the MIT study found working
In that study the minority that returned something shared three properties: deep integration into a specific process rather than a tool bolted alongside it, a system that keeps learning after go-live, and success judged on a business outcome rather than a technical benchmark. Two of the three are scoping decisions. The third, learning after go-live, is an architecture decision, and it is also made long before anyone measures anything.
What waiting a quarter costs
Nothing about the current process pauses while you evaluate. The same rekeying happens, the same errors reach customers, the same invoices sit unmatched, and the same people spend their week on it. A quarter of deliberation is a quarter of that, paid in full. Evaluate properly, by all means. Just start the clock on the evaluation rather than on the deliberation about whether to evaluate.
What you leave with
What you keep, whether or not you ever buy from us
Not a proposal template and not a recording of a demo. These are the artefacts our solutioning team builds at the start of a paying engagement. The map and the shortlist are drawn live with you on the call; the written plan follows within two working days.
A map of how the operation actually runs
Where work arrives, who touches it, where it stalls, and which systems hold the truth, drawn in one place.
A ranked shortlist of what to automate first
Ordered by value against effort, with the reasoning shown. The first workflow decides whether the second one ever happens.
The line between agent work and human judgment
Which decisions agents should own outright, which come to a person, and what a reviewer needs in front of them to decide in seconds.
An integration reality check
What your ERP, inbox, portals, and EDI actually support today, and where the real work is. This is the answer that most often changes a plan.
A scoped plan you can take to your leadership
Sequence, scope, and what it takes to run in production, written so a CFO can read it. Drafted live and sent to you in writing within two working days.
How the time is spent
You are booking 45 minutes, so here is all of it
Opening
Your operation, in your words
We ask, you talk. Volumes, channels, systems, the exceptions that eat the week, and what a good day looks like.
Middle
What agents would own, mapped live
We put candidate workflows against what the platform does today, and say plainly where it fits and where it does not.
Close
Sequence, effort, and the honest risks
What to do first, what it takes, what could go wrong, and the terms. The plan is drafted with you on the call, not in a follow-up meeting.
Fit
This session is not for everyone, and we would rather say so first
Book it if
- Quotes, orders, invoices, CoAs, or SDSs arrive through shared inboxes, portals, or EDI, and people rekey them
- You run an ERP you intend to keep, and you want a layer over it rather than a migration
- Somebody owns the outcome: a named operations, quality, finance, or IT leader who can decide
- You would rather hear where this does not fit than be sold to
Skip it if
- You want a general AI strategy workshop with no specific operation in scope
- You are collecting vendor decks for a comparison grid rather than scoping a build
- Your documents are already clean, structured, and posting themselves with nobody in the middle
If that is you, take the shorter session instead: it shows you the product running, rather than scoping your operation. Book a 30-minute consultation.
Limited by calendar, not by quota
Our senior leadership runs these sessions personally, and takes 5 a month.
The people on the call are the people who scope the build and stand behind the guarantee, so the number is limited by their calendar rather than by a sales quota. When a month is full, the next open time is the following month.
When a month fills, the next opening is the following month. Book the time that suits you and we will tell you straight away if it does not hold.
If you do go ahead
You get a working solution, not just a tool
The 50/30 guarantee
- 50% down: our solutioning team builds your working solution before the balance is due
- 30 days to evaluate it on your real documents, in your real workflows
- Not satisfied? Walk away owing nothing
None of that is decided on this call. It is here so you know what the road looks like before you spend 45 minutes on it.
Before you book
The questions people ask us first
- Is this a sales call?
- It is a working session, and our senior leadership runs it because scoping is the part that decides whether a project succeeds. You will be told where UpBrains does not fit as readily as where it does, because a build we should not have taken costs us more than a deal we did not win. There is no cost and no obligation, and the plan is yours to keep either way.
- We have not decided on a budget or a timeline yet. Is it too early?
- No. Scoping is what produces a defensible budget and a realistic timeline, so doing it before you commit to either is the right order. What the session does need is one specific operation in scope and somebody who owns the outcome. A general AI strategy conversation with nothing concrete in it is not a good use of the time.
- What do we need to prepare?
- Nothing formal. Bring the operation that hurts most and a rough sense of volumes. If you can send a few real examples ahead of time, a purchase order, a supplier invoice, a certificate of analysis, or a safety data sheet, we will work from your documents instead of ours.
- Who should be on the call from our side?
- The person who owns the operation, and whoever knows how the ERP and the inbox are really wired. Two or three people is ideal. IT does not have to attend, though the integration questions go faster when somebody from IT is in the room.
- What happens if we decide to move ahead?
- Our solutioning team builds your working solution with 50% down. Run it on your real documents for 30 days, and walk away owing nothing if you are not satisfied. The terms are stated plainly before any work begins, and nothing on the discovery call commits you to them.
Pick a time for your discovery call
Scheduler not loading? Open it in a new tab (opens in a new tab) or email us at info@upbrains.ai and we'll set up a time.
Want a shorter look at the product first? Book a 30-minute consultation. Or read how we work before you commit a calendar slot.