The measurement backbone that proves AI value at every stage — from first activation through to autonomous operation. Four levels, each with distinct outcomes, metrics, and advisory angles.
Clients need a clear story at every stage — from first activation through to full AI programme maturity. The framework gives that story a consistent structure.
Activation is not adoption
An agent that is switched on but unused delivers no value. The framework measures actual usage, task deflection, and workflow change — not configuration completion.
Metrics justify the next investment
Every level of the framework produces evidence that funds the next. Without measurement, the AI programme stalls at Level 1 — configured but never growing.
Clients need a story not just a stat
The framework translates raw metrics into a narrative: where we are, where we are going, and what it takes to get there. That is the conversation that wins exec sponsorship.
02 · Foundation (Level 1)
AI is available — but not yet embedded.
Foundation is the baseline level. The agent is configured, security groups are in place, and users are aware it exists. Value has not yet been measured, but the infrastructure to measure it is live.
What it looks like
Agent configured in the production tenant
Security groups mapped and access policies confirmed
User awareness communication sent to target population
No measurable workflow change yet — this is the starting line
Key metrics
Activation rate — % of target population with agent access enabled
Security group configuration completeness
User awareness score from post-launch survey
Number of session starts in first 30 days
Kainos actions
Configure and validate agent in production
Deliver security group readiness checklist
Run awareness communications with the client change lead
Capture and baseline all Level 1 metrics before moving to Level 2
03 · Quick Wins (Level 2)
First measurable value delivered.
Quick Wins is where the ROI story begins. Task deflection, time-to-answer, and case reduction are measurable within weeks of activation — and defensible to exec sponsors.
What it looks like
Employees resolving queries via the agent rather than contacting HR
Policy Intelligence returning accurate answers to policy questions
Case volume in the help queue beginning to fall for targeted query types
Time-to-answer for common questions measurably shorter than pre-agent baseline
Key metrics
Task deflection rate — % of queries resolved by agent without HR intervention
Time-to-answer — average resolution time vs. pre-agent baseline
Case reduction — volume drop in targeted HR case categories
Agent satisfaction score from end-user feedback
Kainos actions
Run targeted adoption campaign for the Level 2 metric population
Activate Policy Intelligence if Workday Help is live
Deliver first productivity measurement report at 60 days
Package the deflection story for the exec sponsor
04 · Advance (Level 3)
AI embedded in daily workflows.
Advance is the maturity level where AI stops being a tool people remember to use and becomes part of how work gets done. Weekly active usage and process cycle time reductions are the signal.
What it looks like
A measurable share of the target audience using the agent every week
Managers using coaching and performance skills without HR prompting
Process cycle times (e.g. absence requests, onboarding tasks) measurably shorter
Agent usage patterns informing configuration iteration and skills expansion
Key metrics
Weekly active agent users as % of target audience
Process cycle time reduction for targeted workflow categories
Manager coaching skill uptake rate
Skills coverage breadth — number of active skill categories per user
Kainos actions
Iterate agent configuration based on real usage patterns
Expand skills coverage to the next priority workflow category
Establish governance cadence with the client HR ops lead
Present Level 3 metrics in quarterly business review
05 · Create (Level 4)
New capabilities built on Workday's platform.
Create is the frontier level — where clients move from consuming Workday's native agents to extending the platform with custom agents, automations, and integrated workflows.
What it looks like
Custom agents deployed using Workday Extend or Sana design patterns
Integration touchpoints automated end-to-end without manual intervention
Agent factory patterns in use — repeatable deployment of new skills
Client team building new skills independently with Kainos in an advisory role
Key metrics
Custom agents deployed — count of net-new agent capabilities in production
Integration touchpoints automated — end-to-end workflows without manual steps
Time-to-deploy new skills — from design to production (target: days not weeks)
Client self-sufficiency score — % of new skills deployed without Kainos build
Kainos actions
Workday Extend and Sana design advisory for custom agent architecture
Agent factory pattern design and documentation
Integration automation scoping with the client's technical team
Capability transfer programme so the client can build independently
06 · Using the framework with clients
How each role uses the framework in practice.
The framework is most effective when the whole team speaks the same level language with the client — from pre-sales through to AMS.
Role
How they use the framework
Account Exec / Pre-Sales
Uses the four levels to map where a prospect sits today and position the Kainos engagement as the path to the next level. Anchors commercial conversations to measurable outcomes rather than feature lists.
Delivery Lead
Sets the target level for each DARE cycle and defines the metrics that gate progression. Presents level status at project reviews and uses gaps to prioritise the backlog.
AMS Lead
Tracks level attainment across the client portfolio in steady state. Uses the framework to identify clients stuck at Level 1 or 2 and builds a case for additional engagement scope.
Exec Sponsor
Receives level-framed reporting in QBRs. Uses the framework to communicate AI programme progress to the board and to justify investment in moving to the next level.