Use Case Simulator

Apex National Bank — 120 Branch Secure Network & AI Readiness Modernization

Demo Mode · 3 of 3Enterprise simulationConditional Approval Required

Use Case Simulator

Apex National Bank wants to modernize 120 branches with secure networking, cloud connectivity, SOC visibility, compliance controls and AI-ready infrastructure. Leadership is concerned about architecture risk, delivery timeline, security, compliance, commercial exposure and vendor dependency.

Customer problemFaster proposal turnaroundBetter decision qualityRevenue impactRisk reductionFinal recommendationNext best action

Agent Nexus is an enterprise AI workforce control center where digital employees, sub-agents, crews, tools, validators, and human approvers collaborate to convert complex customer requests into governed business outcomes.

Start Agentic Flow Open Agentic Flow Simulator
Apex National Bank
Customer
120-branch Cisco mod.
Use Case
High
Risk
82%
Confidence
Human / Vendor Approval
Stage
Conditional
Status

Business Impact at a Glance

CIO Dashboard
Proposal turnaround
4 hours−96%
was 3–4 weeks
FTE effort equivalent
1 reviewer11 FTE freed
was 12 specialists
Cost per proposal
$3,200−93%
was $48,000
Win-rate uplift
47%+15 pts
was 32%
Governance coverage
8 validators100% audited
was Ad-hoc
Risks surfaced early
Step-by-stepPre-MD escalation
was End of cycle
Compliance evidence
Auto audit trailPCI / DPIA ready
was Manual
Decisions per hour
40+13× throughput
was 2–3
For the CIO / Business Owner: Same expert quality, governed by validators & human approvals — delivered at machine speed with a complete audit trail.

What the AI Workforce Can Do

Digital Employees
Sales Agent
Qualifies opportunities
  • Reads CRM + meeting notes
  • Identifies buying committee
  • Maps competitor positioning
  • Captures budget & drivers
Pre-Sales Agent
Owns the solution
  • Designs end-to-end solution
  • Delegates to specialist crews
  • Consolidates recommendations
  • Drafts customer proposal
Cisco Specialist
Network architecture
  • SD-WAN, LAN/WLAN design
  • Generates budgetary BoM
  • Validates Cisco best practice
  • Flags vendor dependencies
Cloud Specialist
Cloud connectivity
  • Landing zone review
  • Direct Connect / VPN design
  • Well-Architected checks
  • FinOps guardrails
App / AI Specialist
Software & data
  • CRM dashboard scoping
  • API & data model design
  • RAG grounding for AI
  • DevOps & estimation
IT-Security Agent
Zero Trust & compliance
  • PCI segmentation policy
  • NAC / ISE controls
  • SOC / SIEM mapping
  • Compliance evidence
Finance Agent
Margin & pricing
  • Pricing model build
  • Margin policy check
  • Discount exception flow
  • Risk-adjusted ROI
Legal Agent
Contracts & SLA
  • Clause library compare
  • Liability deviation flagging
  • SLA penalty review
  • DPIA & data terms
Operations + HR + MD
Delivery & approval
  • Phased rollout planning
  • Skill & resource validation
  • Strategic MD approval
  • Conditional governance

The Workflow at a Glance

6-stage governed pipeline
STAGE 1
Intake
Customer request classified
STAGE 2
Qualify
Sales captures context
STAGE 3
Solution
Pre-Sales delegates to crews
STAGE 4
Specialist Crews
Cisco · Cloud · App · Security in parallel
STAGE 5
Validate
Independent validators + conflict resolution
STAGE 6
Approve & Ship
Human sign-off → governed proposal
Speed: 13 steps in < 4 hours
Quality: 8 independent validators
Control: 6 human approval gates

Agent Architecture

LangGraph + CrewAI pattern
Orchestration
Coordinator Agent (LangGraph)
Selects workflow, routes work, detects conflicts, escalates to humans
Primary Agents
Sales · Pre-Sales · Finance · Legal · Operations · MD
Own business outcomes end-to-end and accountable to executives
Specialist Sub-Agents
Cisco · Cloud · Application · Security
Domain expertise, delegated by Pre-Sales, working in parallel
Crews (CrewAI)
Each sub-agent runs an expert crew
Architect + Engineer + Reviewer roles collaborate inside the crew
Workbenches
Cisco · Cloud · App/AI/Security
Tools, RAG, checklists, calculators, templates and best-practice libraries
Validator Layer
Independent quality gates
BoM, segmentation, margin, clause, delivery, tool-permission validators
Human Approval
MD · CISO · Legal · Finance · Vendor · Ops
Final accountability for high-risk and strategic decisions
Audit & Memory
Evidence store + audit trail
Every tool call, decision and approval is captured and replayable
Architecture Control CenterEnterprise Workflow GraphCoordinator vs Crew Manager
AgentSub-AgentCrewWorkbenchValidatorHuman Approval

Agent Nexus workforce model

Agents are digital employees. Sub-agents are specialist employees. Crews are specialist teams. Workbenches are their tools, checklists, playbooks, and operating dashboards. Validators are independent reviewers. Humans remain final approvers for high-risk decisions.

View Sub-Agent Hierarchy View Crew Execution View Workbenches
Agent
Owns a business function
Sub-Agent
Handles a specialist track
Crew
Executes as a specialist team
Workbench
Provides tools and playbooks
Validator
Checks quality and risk
Approval
Keeps humans accountable

Customer Request

Customer
Apex National Bank

Modernize 120 branches with secure Cisco-led branch architecture, SD-WAN, Wi-Fi, segmentation, cloud connectivity, SOC visibility, and rollout governance.

Cisco SD-WANLAN / WLAN RefreshSecure Wi-FiPCI SegmentationAWS / Azure ConnectivitySOC / SIEM VisibilityCRM DashboardCommercial ReviewLegal ReviewDelivery PlanningHR Skill ValidationMD Approval
Branch uptime
Improve resilience across 120 branches
Security posture
PCI segmentation + SOC visibility
Standard architecture
Consistent design across sites
Cloud performance
Faster access to cloud apps
Rollout governance
Phased waves with approvals
Executive visibility
CRM-integrated dashboard

Coordinator Routing Decision

Workflow: Full Enterprise Proposal

The request includes multi-domain technical solutioning, Cisco network architecture, cloud dependency, application dashboard, security review, commercial approval, legal review, delivery planning, HR skill validation, and MD approval.

Sales Agent
Opportunity qualification
Completed
Medium risk
Pre-Sales Agent
Solution ownership
Completed
Medium risk
Cisco Sub-Agent
Network architecture
Warning
High risk
Cloud Sub-Agent
Cloud connectivity
Completed
Medium risk
Application Sub-Agent
CRM dashboard
Warning
Medium risk
IT-Security Agent
Segmentation & SOC
Warning
High risk
Finance Agent
Commercials & margin
Warning
High risk
Legal Agent
Contract & SLA
Warning
High risk
Operations Agent
Delivery feasibility
Warning
High risk
HR Agent
Skills & resourcing
Warning
Medium risk
MD Agent
Strategic approval
Pending
High risk
Final Synthesizer
Proposal pack
Ready
Low risk
Excluded agents: None — full enterprise proposal required.

Interactive Execution Timeline

Step 1 of 13
Customer Request Intake
Coordinator Agent · Coordinator
CompletedLow risk
Output

Request classified and Full Enterprise Proposal workflow selected.

Tools
Intent ClassifierWorkflow Selector RAG
Next action

Hand to Sales Agent

Confidence92%

Presenter Notes

Step 1 script

This is the customer problem. It is not just a network project; it has business, security, compliance, delivery, and commercial implications.

Active agent: Coordinator AgentTools: Intent Classifier, Workflow Selector RAGLow risk
Full demo script (sales-ready)
  1. 1This is the customer problem. It is not just a network project; it has business, security, compliance, delivery, and commercial implications.
  2. 2The Coordinator Agent does not blindly call all agents. It selects the right agents based on task type, risk, tools, and approval rules.
  3. 3Pre-Sales takes ownership and delegates specialist tracks — Cisco, Cloud, Application, Security — to expert sub-agents.
  4. 4Specialist agents and crews work in parallel, so the customer gets faster and broader analysis.
  5. 5Cloud connectivity is validated against landing-zone and Well-Architected checklists — not just generated, but checked.
  6. 6The Application sub-agent scopes the CRM rollout dashboard with API and role-model validation.
  7. 7Validators challenge the output. This prevents hallucinated, unsupported, or non-compliant recommendations.
  8. 8Finance flags the margin exception. Discount beyond threshold cannot be approved without MD.
  9. 9Legal flags two clause deviations — liability and SLA penalty — and prepares fallback language.
  10. 10Conflicts are detected early. For example, Sales may want a 10-week rollout, but Operations recommends 16 weeks due to delivery risk.
  11. 11HR flags a certification gap — two extra Cisco-certified engineers are needed before phase two.
  12. 12High-risk decisions are not automated. MD approval is built into the workflow.
  13. 13The final output is a governed recommendation with proposal summary, risk register, approval status, next steps, and audit trail.

Agent Execution Board

Coordinator Agent
Customer Request Intake
CompletedLow

Request classified and Full Enterprise Proposal workflow selected.

Intent ClassifierWorkflow Selector RAG
Confidence 92%
Sales Agent
Sales Qualification
CompletedMedium

Strategic opportunity qualified. Buying committee, timeline, drivers and budget captured.

CRMMeeting Notes RAGPast Proposal RAG
Confidence 88%
Pre-Sales Agent
Pre-Sales Solution Ownership
CompletedMedium

Solution plan created. Specialist tracks delegated to Cisco, Cloud, Application and Security sub-agents.

Solution Template RAGArchitecture Pattern LibraryProposal Builder+1
Confidence 84%
Cisco Sub-Agent
Cisco Architecture
WarningHigh

Cisco SD-WAN with dual-link priority branches, Catalyst/Meraki access, ISE/NAC segmentation, secure internet breakout, SOC telemetry.

Cisco Architecture RAGCisco BoM AssistantLicensing Checklist+1
Confidence 82%
WorkbenchCrew
Cloud Sub-Agent
Cloud Connectivity Review
CompletedMedium

Private cloud connectivity (Direct Connect/VPN) validated with monitoring + DR considerations.

Cloud WorkbenchLanding Zone ChecklistConnectivity Pattern RAG+1
Confidence 80%
WorkbenchCrew
Application Sub-Agent
Application Dashboard Scope
WarningMedium

CRM-integrated rollout dashboard with site status, approvals, risk register and exec reporting.

Architecture ChecklistAPI Catalogue RAGEstimation Calculator+1
Confidence 78%
WorkbenchCrew
IT-Security Agent
IT-Security Review
WarningHigh

PCI segmentation, NAC, firewall policy and SOC logging require security approval.

Security Policy RAGZero Trust ChecklistCompliance Mapping+1
Confidence 81%
WorkbenchCrew
Finance Agent
Finance Review
WarningHigh

Budgetary model acceptable, but discount request impacts margin below threshold.

Pricing CalculatorMargin Policy RAGERP+1
Confidence 79%
Legal Agent
Legal Review
WarningHigh

Two contract deviations: non-standard liability clause + strict SLA penalty language.

Clause Library RAGContract ComparisonRisk Deviation Checker
Confidence 90%
Operations Agent
Operations Review
WarningHigh

10-week rollout high-risk. Recommend 16-week phased rollout with pilot waves and rollback plan.

Delivery TrackerResource PlannerRollout Checklist+1
Confidence 83%
HR Agent
HR Skill Validation
WarningMedium

Two additional Cisco-certified engineers required before phase two.

Skills MatrixCertification TrackerResource Availability DB
Confidence 76%
MD Agent
MD Approval
PendingHigh

Conditional go-ahead pending final BoM, margin, legal, security and delivery approvals.

Executive DashboardRisk HeatmapApproval Workflow
Confidence 85%
Final Synthesizer
Final Proposal Synthesis
ReadyMedium

Proposal pack ready after approval closure.

Proposal ComposerEvidence AggregatorAudit Trail Builder
Confidence 87%

Parallel Sub-Agent Execution

Pre-Sales Agent delegates to specialist sub-agents in parallel
Cisco Sub-Agent
→ Cisco Crew
→ Cisco Workbench
Cloud Sub-Agent
→ Cloud Crew
→ Cloud Workbench
Application Sub-Agent
→ Application Crew
→ App / AI / Security Workbench
Security Sub-Agent
→ Security Crew
→ App / AI / Security Workbench
↓ Outputs return to Pre-Sales Agent, Validator Layer, Final Synthesizer

Independent Validator Layer

Open Validator Control Panel →
Cisco Best-Practice Validator
Warning

Branch HA and segmentation design need more customer evidence.

Owner: Cisco Sub-AgentRework
Cisco BoM Commitment Validator
Fail

Final SKU/pricing cannot be committed without vendor validation.

Owner: Cisco Sub-AgentApproval
Security Segmentation Validator
Warning

PCI branch segmentation requires VLAN/SGT/NAC policy confirmation.

Owner: IT-Security AgentReworkApproval
Cloud Connectivity Validator
Pass

Cloud connectivity pattern acceptable with Direct Connect/VPN assumptions.

Owner: Cloud Sub-Agent
Finance Margin Validator
Warning

Discount request reduces margin below standard threshold.

Owner: Finance AgentApproval
Legal Clause Validator
Fail

Liability clause deviates from standard.

Owner: Legal AgentReworkApproval
Delivery Feasibility Validator
Warning

Requested 10-week rollout is high risk.

Owner: Operations AgentReworkApproval
Tool Permission Validator
Pass

No agent used tools outside permitted scope.

Owner: Coordinator Agent

Conflict Detection & Resolution

Open Conflict Center →
Sales wants 10-week rollout vs Operations recommends 16-week.
High
Sales AgentOperations Agent
Resolution: Coordinator routes to MD. Final recommendation = 16-week.
Resolved with condition
Finance wants discount reduction vs Sales wants aggressive pricing.
High
Finance AgentSales Agent
Resolution: Finance sends exception to MD. Proposal marked budgetary.
Pending MD approval
Cisco PCI segmentation needs Security NAC/ISE policy confirmation.
Medium
Cisco Sub-AgentIT-Security Agent
Resolution: Cisco Sub-Agent reworks architecture with Security Sub-Agent.
Rework required
Legal flags liability clause vs Sales wants fast submission.
High
Legal AgentSales Agent
Resolution: Legal adds fallback clause and blocks final submission until MD approval.
Pending legal closure

Human Approval Gates

Open Approval Center →
MD Approval
Strategic
Pending
Required for: Discount exception, Delivery timeline exception, Strategic account risk
Discount + delivery + strategic risk
View Evidence
CISO / IT-Security Approval
Security
Pending
Required for: PCI segmentation, SOC logging, NAC policy, Security exception
PCI + SOC + NAC
View Evidence
Legal Approval
Contractual
Sent Back
Required for: Liability clause, SLA penalty, Data protection terms
Liability + SLA penalty deviation
View Evidence
Finance Approval
Commercial
Pending
Required for: Final commercial model, Discount, Support cost
Margin below threshold
View Evidence
Cisco / Vendor Approval
Vendor
Pending Vendor Validation
Required for: Final BoM, Licensing, Stock, Support, Pricing
BoM, licensing, stock
View Evidence
Operations Approval
Delivery
Conditional Approval
Required for: Rollout plan, Resource allocation, Cutover schedule
16-week phased plan accepted
View Evidence

Final Proposal Package

Apex National Bank should proceed with a phased Cisco SD-WAN and secure branch modernization program across 120 branches. The recommendation is conditional on final Cisco BoM validation, PCI segmentation approval, legal closure, commercial approval, and confirmation of the 16-week phased rollout plan.

Executive Recommendation

Boardroom-ready
Recommended approach

Proceed with a controlled discovery and phased modernization plan. Use Cisco SD-WAN, secure branch architecture, cloud connectivity, NAC/ISE segmentation, SOC/SIEM visibility, and structured delivery waves. Do not issue final customer proposal until BoM validation, legal clause review, finance approval, security approval, and delivery capacity confirmation are completed.

Agents involved
Sales · Pre-Sales · Cisco · Cloud · App · IT-Security · Finance · Legal · Operations · HR · MD
Key risks
BoM not vendor-validated · Liability clause deviation · PCI segmentation pending · Margin below threshold
Required approvals
MD · CISO · Legal · Finance · Vendor · Operations
Final next step
Submit budgetary proposal under conditional approval; trigger vendor validation in parallel.
Business advantage
  • Faster proposal cycle
  • Better risk visibility
  • Stronger governance
  • Cross-functional alignment
  • Reduced manual coordination
  • Audit-ready decision-making
  • Reusable agentic workflow for other use cases

Audit Trail

View full audit trail →
  1. 09:30 Coordinator Agent selected Full Enterprise Proposal workflow
  2. 09:34 Sales Agent qualified strategic opportunity
  3. 09:42 Pre-Sales Agent delegated Cisco, Cloud, Application and Security tracks
  4. 09:55 Cisco Sub-Agent generated Cisco architecture recommendation
  5. 10:02 Cloud Sub-Agent validated cloud connectivity pattern
  6. 10:10 Application Sub-Agent proposed CRM rollout dashboard
  7. 10:18 IT-Security flagged PCI segmentation approval
  8. 10:24 Finance flagged margin exception
  9. 10:31 Legal flagged liability clause
  10. 10:40 Operations recommended 16-week rollout
  11. 10:48 HR flagged resource certification gap
  12. 11:00 MD approval pending
  13. 11:05 Final Synthesizer prepared conditional proposal package