Strategy Alignment
Whether AI initiatives are tied to a stated operating or financial objective the leadership team owns.
Flagship Engagement
AI Transformation Assessment™
A four-week diagnostic that answers the question most organizations skip: where would AI actually change the economics of this business, and in what order should we act?
The deliverable is a decision document, not a technology proposal.
Investment
Starting investment: $5,000
Final investment depends on business complexity, required integrations, data readiness, and scope.
What We Evaluate
Six dimensions of readiness.
Each dimension is scored, evidenced, and reported. Weak scores are as valuable as strong ones — they determine sequence.
Data Foundation
Availability, structure, and reliability of the data that automated workflows would depend on.
Process Maturity
Whether the target workflows are documented, consistent, and stable enough to automate.
Technology Estate
Integration surface of existing systems, and where data must move for a workflow to function end to end.
People and Adoption
Capability, capacity, and willingness of the teams who will operate alongside new systems.
Governance and Risk
Controls, review points, and policy required for the organization's regulatory and client obligations.
How It Runs
Four weeks, structured and low-disruption.
Typical time commitment from your team is six to ten hours total across interviews and data collection.
- Week 1
Discovery
Executive and functional interviews, systems inventory, and collection of operating data.
- Week 2
Analysis
Workflow mapping, readiness scoring across six dimensions, and identification of candidate opportunities.
- Week 3
Quantification
Financial modeling of each opportunity, with stated assumptions, effort, and dependencies.
- Week 4
Roadmap and Presentation
Prioritized 12-month roadmap and an executive presentation of findings and recommendations.
Deliverables
What you receive at the end.
- Readiness scorecard across the six dimensions
- Workflow map of the highest-cost processes
- Quantified opportunity model with assumptions documented
- Prioritized 12-month implementation roadmap
- Governance and risk recommendations
- Executive presentation and Q&A with leadership
Begin with the assessment.
Starting investment: $5,000. Final investment depends on business complexity, required integrations, data readiness, and scope. If the assessment concludes that AI is not the right investment for your organization right now, that is a legitimate and useful outcome — and we will say so directly.