Canvas guide

The Canvas is the primary builder and editor for the operating model. Its 11 authored sections are ordered so that later technical and value questions can use the business evidence established earlier.

The 11 authored sections

Business Overview — the organization, market, customers, and operating context.
Use Case — the specific repeatable process or decision being improved.
Problem Statement — the current pain, its causes, and who experiences it.
Goals — the objectives the initiative should advance.
Target Outcome — measurable outcomes and success indicators.
Key Stakeholders & Actors — owners, participants, reviewers, and affected groups.
How AI Can Help? — appropriate AI contributions within the defined problem.
Systems & Architecture — current systems, systems of record, integrations, and data flows.
Challenges & Constraints — technical, operational, financial, regulatory, and delivery limits.
Business Impact & ROI — expected impact, KPIs, cost assumptions, and value evidence.
Agentic Workflow Implementation — triggers, actions, systems, human handoffs, exceptions, governance, and outcomes.

AI Readiness is computed

AI Readiness is no longer an authored Canvas section. The Brain computes it across data readiness, process readiness, decision clarity, stakeholder alignment, and governance readiness using evidence from the authored sections. Older Canvases may still contain a legacy readiness section, but new work should use the dedicated AI Readiness view.

Business Impact & ROI versus Agentic ROI

The Business Impact & ROI section is where the team writes what it believes: value drivers, baselines, KPIs, costs, benefits, and assumptions. Agentic ROI is the computed Brain view that tests those claims together with readiness and the rest of the Canvas.

Improving the section can strengthen the assessment, but filling the section does not guarantee a strong case. See Agentic ROI for its scoring and baseline rules.

Filled is not the same as supported

A filled section has content. A supported section has enough relevant evidence for the next decision. A long AI-generated draft may still be weak if its claims are inferred, stale, or missing owners and baselines.

Build mode reports how many authored sections contain content. AI Readiness and Agentic ROI report different forms of evidence confidence. Use all three signals rather than treating any one score as overall project truth.

Editing with Brain

Section chat focuses on the active section while retaining relevant Canvas context. Chat mode presents changes for individual review. Run Guided prepares one highest-impact proposal and waits for Apply Action — nothing changes until you accept it. Run Agent authorizes one bounded plan-improve-stop pass. See Using the Agentic Brain for the detailed approval model.

Review and sharing views

The Canvas hub also includes:

Overview for reviewing the complete Canvas at a glance;
Summary for a clean stakeholder-oriented rendering;
Slides for a presentation projection; and
Export for a printable version.

These views project the same Canvas; they do not become independent sources of truth.

Next: Agentic ROI.