Via (transformation planning)

Agentic workforce planning: decide which work moves to AI agents, and plan the change

Agentic workforce planning is deciding which work moves from people to AI agents, and planning that change. Via (transformation planning) plans the move as a governed program of initiatives and change requests, laid out on a Kanban board and a Gantt timeline.

What is agentic workforce planning?

Agentic workforce planning is the planning of which tasks move from people to AI agents, on what evidence and in what order.

An agentic workforce is one in which AI agents carry out defined tasks alongside people, while people set goals and oversee the work. Planning that workforce starts from evidence of how each task is done today, and ends in a program your team can govern.

Plan the move as a governed program in Via

Via turns your team's decisions into a program: initiatives that group change requests, delivered on Kanban boards and a Gantt timeline.

See the full product on the Via agentic workforce transformation page.

  • One program at a time

    Every view in Via is scoped to the active transformation program, so each plan stays separate.

  • Change requests with a workflow

    Each change request moves through a status workflow, from backlog to closed, with its own implementation and rollback plans.

  • Initiatives on Kanban and Gantt

    Change requests group into initiatives, which your team moves across Kanban boards, a Gantt timeline and a change calendar.

  • Where the cost sits today

    Via lists your costliest tasks and processes, and the pain points that have no change request yet. Your team decides what moves.

  • Cost and savings per change

    Your team adds cost and savings lines to each change request, one-time or recurring.

Your team carries the evidence across Your team brings the findings from Opus and Favus into Via. Nothing flows into Via automatically.

Model human and AI-agent roles for every task

In Via, each task has a current and a future way of working: who performs it, a human role or an AI-agent role, with its time, workload coverage and FTE.

  • Human and AI roles

    Each role is typed Human or AI and carries an hourly cost, so human and AI-agent work is priced on the same basis.

  • Hours, cost and savings

    Via calculates annual hours, cost and savings for each task and process, both today and in the plan.

  • AI Hour Adoption

    AI Hour Adoption is the share of planned future hours assigned to AI-agent roles, shown beside human and AI-agent hours now and in the plan.

  • Test options before you commit

    Try moving work from one role to another, automating part of a task's time or removing a task, and compare the cost. Scenarios are not saved.

  • A quarterly business case

    Via sets investment against savings for each quarter of the program, with cumulative cash flow, ROI and the payback point.

  • Forecast against realized savings

    Each month your team enters actual savings, and Via compares them with the forecast.

Planned and measured, side by side Via tracks savings from the actuals your team enters. Separately, Measured Objectives, measured from your process data (Favus), track average case duration, recorded cost and automation rate.

The product behind agentic workforce planning

Via (transformation planning) holds the plan; Opus and Favus supply the evidence your team brings to it.

The Optimus Hive platform

Agentic workforce planning FAQ

Short answers on how agentic workforce planning differs from HR planning, what a change request holds and how evidence reaches Via.

Is agentic workforce planning the same as HR workforce planning?

Not quite: HR workforce planning forecasts the people and skills an organization will need, while agentic workforce planning decides which tasks move from people to AI agents. Via plans that second kind of change as a program of initiatives and change requests.

What does a change request hold in Via?

A change request in Via links to a pain point, task, process and initiative, and records its type, status, automation type, implementation and rollback plans, and the systems it affects. Your team can add cost and savings lines to it.

Which steps of the method are connected by software?

Only one: the unified case timeline, which links Opus desktop activity to Favus business cases. It works once an administrator sets a correlation policy and employees enter the same case ID the business system uses. Favus reads event logs from your business systems, not from Opus. Every other hand-off is made by your team, which enters the tasks, roles, times and monthly actual savings in Via; nothing flows into Via automatically.

Plan the move with evidence behind it

Request a demo to see how Via lays out a program for moving work to AI agents, and how your team brings in the evidence from Opus and Favus.