1.

Transformation Strategy
a. Vision & Approach:
XYZ is changing how it helps its customers—moving from a traditional Software-as-a-Service
(SaaS) model to a smarter, AI-driven approach.
Today’s SaaS Model: Right now, XYZ offers cloud-based software that people use through
websites or APIs. The users have to do most of the work—clicking through screens, starting
tasks, and understanding the results themselves.
Tomorrow’s AI Agentic Model: In the new model, XYZ will provide smart AI agents that can work
on their own. These agents will take care of tasks, solve problems, and reach goals for the user.
Instead of doing everything step-by-step, users will just tell the system what they want to
achieve—and the AI will figure out how to get it done.
This is a big shift from users doing all the work, to smart agents doing the work for them. The
user becomes more like a coach or guide, while the AI does the heavy lifting.
b.Defining “AI Agentic” for XYZ
Becoming an AI Agentic company means XYZ will use smart AI agents across its products and
services to do more for users—with less manual work from them. These agents will help users
by:
Anticipate and Fulfill User Needs: Agents will learn from user behavior, historical data, and
contextual information to predict future needs and proactively offer solutions or automate tasks.
1. Understanding and Meeting User Needs
Agents will learn from past behavior, data, and context to guess what users might need
next—and act before being asked.
2. Automating Complex Tasks
Agents will handle long, multi-step tasks that users usually do themselves. This will make things
faster, simpler, and more accurate.
3. Making Experiences Personal
Agents will adjust what they show or do based on each user’s preferences, job role, or past
behavior. Example: An agent could customize a dashboard to show only the most important info
for that user’s role.
4. Helping with Smarter Decisions
Agents will analyze data, spot trends, and suggest next steps to help users make better
decisions. Example: An agent could study sales data, predict future results, and suggest pricing
strategies.
5. Learning Over Time
Agents will keep learning from experience to get smarter and better over time.

2 & 3 System Architecture & Integration & Technology Stack

1. User Interface Layer : Allows users to define goals, interact with agents, and view insights.
Components:

●​ Chatbot/ Dashboard : I would build it with streamlit as I have previous experience on

using streamlit.
2.Autonomous Agent Orchestration Layer: Converts user goals into orchestrated tasks across
agents. Components:

●​ Agents: We can have multiple agents responsible for various task, for example one
agent responsible for retrieving predictions from ML model, other responsible for
retrieving real time data while other responsible for helping in decision making.​

●​ Agent Manager: Agent orchestration frameworks for multi-agent workflows. This will be
manger agent allocating task to various agents. CrewAI will be a good agent manager.

3. AI Model Layer : Provides intelligent reasoning, prediction, summarization, and decision

support. Components:

●​ LLM Inference: These agents will call LLM (in this case OpenAI’s GPT 4o, or some
hugging face inference model) to understand the task and act accordingly.​

●​ Custom ML Models: These can be forecasting or predicting model which will show
expected financial situation in contrast to realtime.
●​ Model Server: These modals can be initially deployed at hugging face Inference
Endpoints as if offers quick model deployment later once pipeline is tested then can be
deployed at some cloud servers like Amazon Sagemaker.

4. Data Lake & Feature Store Layer: This layer stores and serves all the important data that
agents and models need to make decisions, provide insights, and personalize user experiences.
Components:

●​ Structured data : If data is structured then we can use SQL Database (e.g., PostgreSQL
/ MySQL) or graph databases like Neo4j.
●​ Unstructured data: If data is unstructured can we to query over such data then storing as
vector database would be preferred.

5. Data Ingestion Layer: Captures data in real-time or scheduled intervals. Components:

●​ APIs: Data from internal/external systems (e.g., Salesforce, Zendesk).

●​ Agent-Oriented / Intelligent Ingestion: We can have fallback mechanism where data is
ingested primarily through agent while if there is any issue then it can go to api calls to
ingest data.​

6. DevOps / MLOps Layer: Automates deployment and management of both software and ML
components. Components:
 ●​ CI/CD Tools: GitHub Actions for automated build, test, deploy.

​
​ ​ ​ Figure1. Schematic of workflow for agentic AI solution

4. Code Demonstration

For example, The user asks, “Forecast my sales for next month based on recent trends”.​
Agents collaborate to retrieve real-time data, run a forecasting model, and provide a decision
with rationale. Pseudo code for this can be:
from crewai import Agent
from tools.realtime_data_tool import RealTimeDataTool
from tools.forecasting_tool import ForecastingTool
from tools.decision_tool import DecisionTool
from crewai import Tool

# Agent: Data Retriever

data_agent = Agent(
role="Real-Time Data Agent",
tools=[RealTimeDataTool()])

# Agent: Forecast Model Runner

forecast_agent = Agent(
 role="ML Forecasting Agent",
tools=[ForecastingTool()])

# Agent: Strategic Advisor

decision_agent = Agent(
role="Business Advisor Agent",
tools=[DecisionTool()] )

class RealTimeDataTool(Tool):
name = "Real Time Sales Data Tool"
description = "Fetches the latest sales data from internal APIs or logs."

def _run(self, query: str) -> str:

# Simulated real-time data retrieval
return "Sales data for the last 3 months: Jan: $50k, Feb: $54k, Mar: $61k"
class DecisionTool(Tool):
name = "Business Strategy Tool"
description = "Interprets forecasts and recommends a decision."
def _run(self, forecast: str) -> str:
return ("Recommendation: Increase marketing spend by 10% in April to
capitalize "
"on expected sales growth.")

from crewai import Crew

from agents import data_agent, forecast_agent, decision_agent

# Define the full crew and their tasks

crew = Crew( agents=[data_agent, forecast_agent, decision_agent],
tasks=[
"Real-Time Data Agent: get recent sales metrics.",
"ML Forecasting Agent: predict next month's sales based on data.",
"Business Advisor Agent: analyze forecast and suggest a next step."
])

if __name__ == "__main__":
result = crew.run("Forecast my sales for next month and recommend what to
do.")
print(" Final Agentic Insight:", result)