CodeITYoung

AI agent advisory

AI agents, with the guardrails on.

CodeITYoung helps organizations choose the right first use case, pilot it safely on Claude or Salesforce Agentforce, and train their people to run it.

Services

Three ways to start.

Most AI projects stall because the use case was vague or nobody planned for what happens when the agent is wrong. Each service is built to prevent that.

01

Agent readiness assessment

A short, structured review that shows where an agent will pay off first and what must be true before you build.

  • Use case shortlist, ranked by value and risk
  • Data and access check
  • A written go or no-go recommendation
1 to 2 weeks
02

Guarded pilot

One working agent, designed and built with you on Claude or Salesforce Agentforce, with guardrails and tests from day one.

  • Instructions, tools, and limits for the agent
  • A test set drawn from your real questions
  • Weekly scorecard against one value measure
4 to 8 weeks
03

Team enablement

Hands-on training so your people can use, supervise, and improve AI agents without depending on outside help.

  • Workshops for leaders and for daily users
  • Playbooks for review, escalation, and change
  • Coaching for your first internal agent owner
Half day to multi-week

Method

Close to the work. Honest about risk.

We manage to value delivered, not to project status. That means watching for early signs of failure and fixing them while they are still small.

  1. Step 1

    Start with one job

    We sit with the people who do the work and write down the single job the agent will take on.

  2. Step 2

    Write the tests first

    Real questions and the answers you would accept become the agent's exam.

  3. Step 3

    Set the limits

    What the agent may read, what it may do, and when it must hand off to a person.

  4. Step 4

    Pilot and measure

    A small group uses it. Each week we review the scorecard and change what is not working.

  5. Step 5

    Hand over the keys

    Your team keeps the agent, the tests, the playbook, and a named owner.

Who we help

Useful and safe, both.

Healthcare and regulated work

Member, patient, and customer service teams where privacy, accuracy, and audit trails are not optional.

Salesforce customers

Organizations on Service Cloud, Experience Cloud, or Health Cloud that want agents grounded in the data they already have.

Small and mid-sized businesses

Owners and operators who want practical results from AI without hiring a large technical team.

Teams new to AI

Groups that need a clear, jargon-free starting point and someone to build confidence alongside them.

About

Led by Arpan Lidder.

20+

Years leading service transformation and platform governance programs

Arpan is the Director of CodeITYoung. His experience spans AbbVie, Deloitte, Huron, and GE Transportation, with deep roots in healthcare payer operations.

He founded CodeITYoung to bring the discipline of large enterprise programs to organizations that do not have enterprise budgets. He organizes the Naperville Salesforce.com CRM Meetup Group and speaks to project and healthcare audiences about governing AI agents.

  • PMP
  • Agentforce Specialist
  • Data Cloud
  • Service Cloud
  • Experience Cloud

Contact

Name the one job you want an agent to do.

Send a few lines about your organization and the work you have in mind. You will get a reply from Arpan, usually within two business days.

arpan.lidder@codeityoung.com

Naperville, Illinois · Serving clients across the United States