Operations Diagnostic
We analyze your operations and identify where AI can create the most value. Not a generic "AI is great" deck—a prioritized, specific roadmap based on your actual workflows and pain points.
AI is everywhere. Clarity is nowhere.
Every vendor claims their AI will transform your business. Your team has ideas about where AI could help. But without a structured assessment, you risk chasing shiny objects while missing the opportunities that would actually move the needle.
Overwhelmed by options
ChatGPT, Copilot, custom solutions—the landscape changes weekly. You need someone to cut through the noise and tell you what actually applies to your situation.
No framework for prioritization
Your team has dozens of ideas for where AI could help. But which ones matter? Which are technically feasible? Which have real ROI?
Fear of making the wrong bet
AI projects can be expensive and time-consuming. One wrong investment and you’ve burned budget, credibility, and your team’s patience.
Generic advice doesn’t fit
You’ve read the articles and attended the webinars. But "AI best practices" don’t address the specifics of your workflows, your tools, your constraints.
What you get
A complete assessment tailored to your operations, not a recycled template.
Opportunity Matrix
Every AI opportunity in your operations, scored by impact, feasibility, and risk. No guessing—clear prioritization based on your actual situation.
- Impact scoring (time saved, errors prevented, capacity unlocked)
- Feasibility assessment (technical complexity, data readiness)
- Risk analysis (change management, dependencies, security)
Top 3 Recommendations
Deep dives on the three opportunities that matter most. Not just "what" but "how"—with implementation approaches and rough cost estimates.
- Problem definition and success criteria
- Recommended approach (build, buy, or hybrid)
- Investment estimate and timeline
Quick Wins List
Immediate actions your team can take without waiting for a project. Tools, prompts, and workflows you can implement this week.
- Tool recommendations with specific use cases
- Prompt templates for common tasks
- Process changes that unlock existing capabilities
How it works
A structured discovery process that uncovers real opportunities—not theoretical possibilities.
Kickoff Call
Day 1We align on scope, identify key stakeholders, and establish access to the people and systems we need to assess.
Discovery
Days 2-5Interviews with your team, review of existing workflows, and analysis of your tools and data. We learn how work actually happens.
Analysis
Days 6-8We map opportunities, score them against our framework, and develop recommendations tailored to your situation.
Presentation
Day 9-10Walk through findings, discuss recommendations, and answer questions. You leave with a clear plan, not a pile of slides.
Kickoff Call
Day 1We align on scope, identify key stakeholders, and establish access to the people and systems we need to assess.
Discovery
Days 2-5Interviews with your team, review of existing workflows, and analysis of your tools and data. We learn how work actually happens.
Analysis
Days 6-8We map opportunities, score them against our framework, and develop recommendations tailored to your situation.
Presentation
Day 9-10Walk through findings, discuss recommendations, and answer questions. You leave with a clear plan, not a pile of slides.
TOTAL DURATION
1-2 weeks
YOUR INVOLVEMENT
3-5 hours of your team’s time
After the assessment
You’ll have clarity on where AI can help and a roadmap to get there.
Confidence in prioritization
You’ll know which opportunities to pursue first, which to defer, and which to skip entirely. No more FOMO-driven decisions.
Internal alignment
A shared understanding across leadership about AI’s role in your operations. Everyone working from the same playbook.
Actionable next steps
Clear recommendations you can act on immediately—whether that’s a proof of concept with us, an internal project, or a vendor evaluation.
Reduced risk
You’ll avoid the expensive mistakes that come from chasing the wrong opportunities or underestimating implementation complexity.
Investment
Fixed price. Clear scope. No surprises.
Fixed Scope
1-2 weeks engagement — pricing discussed during consultation
WHAT'S INCLUDED
- Stakeholder interviews (up to 6 people)
- Workflow and tool analysis
- Opportunity matrix with scoring
- Top 3 detailed recommendations
- Quick wins implementation guide
- Presentation and Q&A session
- 30-day follow-up call
NOT INCLUDED (BUT AVAILABLE)
- Implementation of recommendations
- Ongoing advisory (available as partnership)
- Vendor evaluation and selection
Get clarity on AI
Stop guessing. Start with a structured assessment that tells you exactly where AI can help your business.
No sales pitch. No pressure. Just an honest conversation about fit.