Stage 0 — Weeks 1–3

Foundation

Measure where you are, before anything changes

What Stage 0 Is

Three weeks. No agents get built.

Stage 0 answers two questions: what does the codebase actually look like, and what are our numbers today? Skip the second and six months later everyone agrees it feels faster, and nobody can prove it to a sceptical board member.

Four workstreams
Weeks 1 to 3, mostly automated
0.1
Baseline
Measure today's cycle from records you already have.
0.2
Codebase audit
Structure, conventions, restricted zones, the data layer.
0.3
Guardrails
Data policy, credentials, restricted-zone gate, kill switch.
0.4
Pick the pilot
Real work, real deadline, willing steward.

0.1 — Baseline Measurement

From records you already have. No instrumentation needed.

20
Recent changes we sample for cycle time
7
Bands we split the elapsed time across
6 mo
Defect history we read
12 mo
Commit history for bus factor
MetricHow we take itWhy it matters later
Cycle time: requirement accepted → UAT-readyLast 20 changes, split by kind of releaseThe headline number
Where the time goesSame 20 changes split across the seven bands: spec, impact, code, test, review, regression, deployTells us which agents matter most for you, rather than in general
Escaped defects per releaseFound after UAT sign-off, last 6 monthsStops us buying speed with quality
Rework rateReview iterations per PR; changes reopened after UATCatches drafts that look fast and cost more in review
Test realityTest count, what passes, real coverage, what gates on itSizes the Stage 2 job honestly
Build and deploy to UATWall clock from merge to a usable UAT, manual steps includedThe streamlining target from your brief
Bus factor per moduleCommit history: distinct engineers per module in 12 monthsThe clearest sign the role change is real
Regulatory lead timePast circulars: published date to UAT-readyThe class of work with the least schedule flexibility

Both sides sign the baseline before Stage 1 starts

A number nobody agreed to gets disputed the moment it becomes inconvenient. This also settles which of the seven bands is actually your bottleneck, which shapes the order agents get built in Stage 2.

0.2 — Codebase Readiness Audit

Agents copy whatever quality level they find

🔍

Structure

  • Repository, service and React app layout, naming actually in use
  • Where logic sits between backend services, the database and React components
  • Dead code, duplicated logic, abandoned modules
  • Framework and library version spread across the codebase
📑

Conventions

  • Do similar things look similar? Agents copy what they find
  • Error handling, logging, validation patterns
  • Where the codebase contradicts itself, and which side should win
  • Existing standards, written or implicit
⚠

Restricted zones

  • Which services and database logic implement business-critical calculations
  • Which implement rule engines, thresholds and alerting
  • You nominate any module as generation-prohibited
  • Recorded in memory so every agent respects it automatically
💾

Data layer

  • Database logic inventory and how much business logic lives there
  • Schema documentation state, migration approach today
  • Whether a containerised database is feasible for tests
  • Hot paths where performance is a hard constraint

Findings split into two lists

Blocking — must be fixed before agents work reliably there. Becomes Stage 1 and 2 work. Worth knowing — real technical debt that is not on the critical path. Handed over as a backlog. We are careful not to let a transformation programme turn into a refactoring programme.

0.3 — Governance and Guardrails

Agreed before the first agent runs, not after the first incident

  • Data policy — no live client data, client codes or UCC in agent context. Schema only, never production data
  • Restricted-zone gate — named domain owners appointed; generation-prohibited modules listed
  • Disclosure — does any client or exchange agreement require disclosing AI-assisted authorship? Settle it in writing
  • Credentials — read-only everywhere. No deploy, no DDL, no protected-branch merge for any agent
  • Audit — log every agent run. Agree retention. Tag AI-assisted commits
  • Kill switch — a documented way to disable any agent instantly. Drilled in Stage 2
  • Standards baseline — agree the coding standards and analyzer rule set that the gate will enforce

0.4 — Tooling and Pilot Scope

The pilot module has to satisfy four things at once

Picking the pilot

1 Real, not a toy Actual client-requested work with a real deadline 2 Outside the critical core Not the calculation engine first. Somewhere a mistake recovers 3 Crosses layers Touches backend, React UI and the database, or it tests too little 4 Willing steward The owner has to want this to work ALL FOUR, OR PICK AGAIN three out of four gives you a pilot that proves the wrong thing Too safe → proves nothing Too critical → cannot afford to fail

Stage 0 deliverables

Signed baseline metrics including the seven-band time split · codebase readiness report, split blocking and non-blocking · restricted-zone register and named Domain Owners · agreed coding standards and analyzer rule set · governance and access policy · tooling installed, access provisioned · agreed pilot module and steward.