Know where to invest in AI.
Decide where AI can create the most value and build a practical plan for implementation. We rank your opportunities on value, readiness, and risk, and leadership leaves with a decision it can fund.
A roadmap leadership can fund one stage at a time.
The assessment ends in a staged plan, not a slide of ideas. Each stage names its initiatives, the measures it will be judged on, and the decision leadership makes before the next one starts.
- Connect order, carrier, and ERP records
- Draft resolutions for analyst review
- Baseline set in week 2
- Handling time −30% vs baseline
- Analyst acceptance ≥ 80%
- Reuse the Stage 1 record connections
- Match and flag invoice exceptions
- Finance team training
- Manual matches −40%
- No increase in payment errors
- CRM data cleanup with Sales ops
- Clause library and review rules
- Pilot with two account teams
- Quote turnaround −25%
- Legal review time unchanged or lower
- Measure all live systems against baseline
- Re-rank remaining candidates
- Set next year's investment
- Value realized vs value band
- Cost per workflow within plan
- Fund the first stage only
- The recommendation commits money to one build with a baseline, not to a year of projects.
- Gates replace calendar dates
- Each next stage is approved on measured results against the baseline, at a review leadership owns.
- Some answers are no
- Candidates better served by conventional software or an existing tool are named as such, before anyone builds.
Fund the right first build, and know what could stop it.
- 01
A clear first investment
Leadership knows which opportunity to fund first, and why it beats the alternatives.
- 02
Risks found before the build
Context gaps, integration needs, and review paths surface before money goes into engineering.
- 03
A plan you can measure against
Each stage starts from a baseline and has agreed success measures.
Everything leadership needs to decide.
Come in with one workflow, a few ideas, or a general sense that AI should do more.
Understand the business
- Interviews with leadership and the people closest to the work
- Ranked opportunities, each with a value band
- Baseline and measurement plan
Check what is ready
- Data and system readiness review
- Feasibility and risk assessment
- Recommended architecture direction
Decide
- Staged implementation roadmap with decision gates
- Executive readout against the questions agreed at kickoff
A decision-making engagement, not a production build or a guaranteed financial return. Fixed scope and fee, agreed before it starts.
Three steps from scattered ideas to a funded plan.
We need a leadership sponsor and time with the people who do the work.
Understand the work
We interview stakeholders and map where time, judgment, review, and handoffs slow the work today.
The workflows creating the most friction.
Validate the context
We review the systems, records, rules, and approval paths behind the strongest opportunities.
What AI can support, what is missing, and what could break.
Make the case
We rank the opportunities, model the value, and recommend what to take into production first.
An executive readout and a staged roadmap.
Common questions
Is this an AI strategy workshop?
No. It is a decision-making engagement that ends with ranked opportunities and a roadmap leadership can fund.
Do we need to know the workflow before starting?
No. Finding the strongest starting point is part of the work. The focused Workflow Assessment is one method within this service, for decisions about a single area of the business.
What makes a good AI opportunity?
One that is valuable, measurable, supported by usable data, and owned by a team willing to change the work, where language or judgment matter. Stable rules-based work is often better served by conventional software.
Is this required before a build?
No. If you already know what to build, start with AI Implementation or Custom AI Development.
What do we keep at the end?
The roadmap, value case, and readiness findings are yours. Take them to any team, including your own.
Where the roadmap leads
Working session
Find the first AI workflow worth funding.
45 minutes with our AI experts to find your highest-value opportunity and a practical next step. No preparation required. After you submit, book a time right away or we follow up to arrange it.
Your request is received.
Choose a time for your 45-minute session now, or our team will follow up to arrange it.
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