INSIGHTS AI, AGENTS & AUTOMATION

Building an Agentic AI Operating Model: Where to Start, What to Build, and Why Most Organisations Get It Wrong

By Mark Hartnady 15 July 2026 13 min read

The organisations winning with AI aren't the ones running the most pilots — they're the ones that built the infrastructure to scale them.

Building an Agentic AI Operating Model — Trigg Digital

"We've run the pilot. It worked. Now what?" I hear a version of that question every week — from CIOs, CX directors and transformation leads who have proven the technology and then hit a wall on the other side of it. What they've run into isn't a technology gap — it's the absence of an agentic AI operating model: the capability and governance layer that lets agents run in production.

That gap — between a successful proof of concept and an organisation that can actually run, govern and scale AI agents — is where most programmes stall. Not because the technology isn't ready, but because the operating model isn't.

Building an agentic AI operating model isn't a technology problem. It's a capability and governance problem — and the organisations that solve it first will hold a structural advantage that's hard to replicate.

Key Insight

Scaling agentic AI is a governance and operating-model challenge, not a technology one. The organisations that pull ahead treat the operating model with the same seriousness they gave the technology.

The Shift That Changes Everything

For two years, most organisations have been in experiment mode — a pilot here, a use case there. That was the right call: you prove value before you invest in infrastructure.

But agentic AI is a different animal. An agent doesn't just generate content or surface an insight — it takes action. It updates records, sends communications, routes cases, triggers workflows, and in some configurations spins up other agents to complete sub-tasks. The blast radius of a poorly governed agent is orders of magnitude larger than a hallucinated summary.

That changes the stakes. It means the jump from pilot to production needs something most organisations haven't built yet: a formal way to own, operate and evolve AI agents as a business capability — not as a string of one-off IT projects.

And increasingly, it isn't one platform. Most organisations are already running — or about to run — agents across several stacks at once: Agentforce inside Salesforce, OpenAI and Anthropic models in bespoke workflows, Copilot across Microsoft 365. An operating model welded to a single vendor solves the easy half of the problem and leaves the hard half — the sprawl — untouched.

The question was never how to govern your agents on one platform. It's how to govern agentic AI as a capability — wherever it runs, whoever built the model.

What An Agentic AI Operating Model Actually Requires

A Centre of Excellence for agentic AI isn't a committee that rubber-stamps use cases and writes policy. It's an operational function with real accountability — and it owns four things.

Agent registry & governanceA living record of every agent in production — who owns it, which model and vendor power it, what data it touches, which guardrails it runs within.
Use case pipelineIdentify, prioritise and sequence deployments against business value — scored on data readiness, process clarity and change impact.
Cross-functional deliveryReusable prompt frameworks, integration patterns and testing protocols that take a use case from brief to live agent.
Adoption & performanceThe ongoing work of making sure agents are used, trusted and improving — measured, not assumed.

The registry and governance framework is your source of truth for everything running in production — across every model and vendor. Skip it and you'll lose track of what's live inside six months, with no way to answer the question that eventually arrives from risk, legal or the board: what exactly is running, and who signed it off?

The use case pipeline sequences new deployments against value rather than technical novelty. Score each candidate on data readiness, process clarity and change impact: strong on all three and it moves fast; a gap in any one gets fixed before build begins.

Cross-functional delivery capability is the people and process to ship an agent without reinventing the wheel each time — reusable prompt frameworks, integration patterns and testing protocols, packaged the way our focused accelerators are — and to feed every build back into the registry. Getting from use case to live agent is a delivery discipline in its own right, one we've written about in agentic delivery.

Adoption and performance measurement is what separates an agent that works from an agent that's used. One that's technically sound but gets bypassed by the team it was built for delivers nothing. Adoption is a design problem, not a comms afterthought.

Where To Start — Practically

You don't need to build all of this at once. A phased approach beats trying to architect the whole thing upfront.

The first move is almost always the same: pick one domain — sales, service or operations — where you already have a live or near-live agent, and formalise the governance and ownership around it. That becomes your template.

The second phase builds the pipeline and the team. You don't need dedicated CoE headcount on day one, but you do need named owners — one accountable for the business outcome, one for the technical build, one for adoption. Those three roles are the nucleus.

THE NUCLEUS Named accountability from day one Business Owner Accountable for the outcome Tech Lead Accountable for the build Adoption Lead Accountable for usage & trust
The minimum viable ownership model — three named roles, accountable from day one.

The third phase — usually six to twelve months in — is when the CoE becomes a genuine function: a repeatable delivery model, a scorecard, and the standing to say no to use cases that aren't ready.

01 Months 0–3

Formalise one domain

Pick a domain with a live or near-live agent, then put named owners and a reusable governance template around it.

02 Months 3–6

Build the nucleus

Stand up the use-case pipeline, a cross-functional core and reusable delivery patterns. The three-role nucleus lives here.

03 Months 6–12+

Scale as a function

A repeatable delivery model, a scorecard and portfolio-level governance across every agent you run.

The Risk

Skip Phase 1 and you build governance debt — agents with inconsistent guardrails, overlapping logic and no clear owner. It compounds with every agent you add, and it's expensive to unwind.

One hard truth worth naming: the organisations that rush to Phase 3 without bedding in Phase 1 don't move faster. They just accumulate that debt sooner.

Agents As Teammates — And The People Who Manage Them

The reframing that unlocks all of this is deceptively simple: stop treating an agent as a feature, and start treating it as a member of the team. A feature ships once. A teammate has a remit, an owner, a performance review — and a manager who notices when it starts to drift.

That shift widens the cast. The last wave of automation involved IT and a systems integrator. Agentic AI pulls in domain experts, team leads and an entirely new operational function — and it's already reshaping who does what.

Today
  • Business buildersDomain experts assembling their own agents in low-code.
  • Agent managersTeam leads owning the output of a mixed human-and-digital team.
  • AgentOpsKeeps agents monitored, versioned and safe in production.
  • Governance ownersThe CoE nucleus holding the four pillars together.
Next · 12–24 months
  • Agents in every org chartDigital teammates inside each function, not an "AI" silo.
  • Manager-of-agentsA standard competency in ordinary role descriptions, not a job title.
  • Agent product ownersEach agent run as a product, with a roadmap and a backlog.
  • Workforce designersSplitting tasks deliberately between people and agents.

Look eighteen months out and the picture sharpens. Managing agents becomes a routine part of most knowledge roles — closer to running a shared inbox than to running a project. And here's the payoff that ties back to everything above: the organisations that invested early in the operating model — the registry, the ownership, the adoption discipline — are the ones whose people trust the agents enough to actually delegate to them.

Trust is the real adoption currency — and it's earned through governance, not enthusiasm.

The Competitive Case For Moving Now

There's a window here, and it won't stay open. Organisations that build a robust agentic operating model in the next twelve to eighteen months will compound their lead — more mature agents, cleaner data, richer feedback loops, and teams that actually know how to work alongside AI. That's not a gap latecomers close quickly.

The leaders furthest ahead don't have the biggest AI budgets. They treated the operating-model question with the same seriousness as the technology question — and started building before the pilot portfolio outgrew their ability to manage it.

If your pilots have worked and you're trying to figure out what comes next, that's exactly the right moment to start.

Leadership Takeaway

The advantage won't go to the biggest AI budget or the longest pilot list. It goes to the organisation that builds the operating model — registry, ownership, adoption — early enough that its people trust agents enough to delegate to them. Build it vendor-neutral from day one: your agents will span Agentforce, OpenAI and Anthropic, but your governance shouldn't.

Salesforce Summit Partner  ·  Anthropic Partner  ·  Agentic AI delivery

Build an agentic AI operating model that scales

Whether your agents run on Agentforce, OpenAI or Anthropic, we help you put the registry, ownership and governance around them — and prove value in one domain before you scale across the portfolio.

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About the author Mark Hartnady

A seasoned Chief Technology Officer and Salesforce Technical Architect with over 20 years of experience specialising in Enterprise Data Modelling, Salesforce Platform, Large Data Architectures, AI, and Integration.

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