Drive AI initiatives forward with confidence and clarity.

A defensible plan for implementing AI into your most important workflows, from independent experts.

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The Assessment

How it works, and what is included.

How it works

  1. 1We help you select a workflow to evaluate.
  2. 2We conduct two interview rounds with your process operators. One is AI-led, the other is expert-led.
  3. 3We document the workflow, run diagnostics, and score the AI & automation fit.
  4. 4Together with your team, we validate the findings and workshop the solutions.
  5. 5We deliver a tailored action plan, approved by your project sponsor.

What is included

  • AI-led discovery interviews. Expert-led process walkthroughs.
  • Expert analysis of your current state using lean six sigma diagnostics.
  • A design-thinking workshop to align stakeholders on proposed solutions.
  • Recommendations tied to root causes, with quantified savings estimates.
  • A prioritized improvement roadmap with AI, automation, data, and process improvement recommendations

What you walk away with

A reliable set of artifacts to support decisions, align stakeholders, and guide our next steps.

Project Charter
Process Map + Narrative
Diagnostic Heatmap
NoRegretsStrategicBetsFillGapsMonitor
Prioritization Quadrant
NowNextBeyond
Action Plan

The commercials

Fixed scope, fixed fee. The fee is credited toward your next Build engagement with us.

Where our assessment leads

Our assessment is the starting point for acceleration. This creates a foundation to proceed with confidence and focus throughout the lifecycle of a project. If you choose to proceed with us after the assessment, we will clearly define what the build and scale stages look like with us after the assessment is complete.

1
Assess
Find the value.
You are here.
2
Build
Test the thesis.
Our next step.
3
Scale
Realize the benefits.

Build takes the top priorities, builds a minimum viable product (MVP), and tests the value with a sub-set of the total population under real operating conditions. You leave with a tangible, measurable product, a roadmap, and limited risk.

Examples of what we build once we know where to aim

The assessment will reveal the highest priority areas to focus on. Solutions could be workflow specific or broader capabilities that apply to multiple business areas. Below are examples of the kinds of solutions we build and scale after an assessment.

Document and data intake

Capture, standardize, route, and transform data.

Workflow standardization

Lean out processes, build dynamic workpaper templates, and SOPs.

System Integration

Connect systems via low-code or APIs.

Third-party tooling

Source and procure the right tools.

AI Integration

Embed AI into the workflow, safely.

Dashboard

Track the most important KPIs.

Frequently Asked Questions

How long does the assessment take?

Typically 2 to 4 weeks, depending on process complexity and stakeholder participation.

What if we only want the Assess phase, no Build or Scale?

You can leverage the assessment deliverable however you'd like, no further commitments! E.g., you can execute the roadmap with internal resources or have a different vendor help you.

What if we want to go straight to Build, no Assess?

The assessment is included in your Build cost, and is required to establish a baseline. If you're ready for the Build phase, then we expect the Assess phase to be even shorter than normal.

What do we need to provide?

Access to the people who run the work and a short window of their time. In some cases, sample data may be requested to support our analysis and recommendations.

The hardest step is the first one.