AI Workflow Assessment.
One workflow. One recommendation. Enough signal to decide whether AI belongs, what controls are needed, and whether a deeper plan or pilot is worth pursuing.
Teams that want a signal, not a pitch.
Best for teams that need quick signal before committing to a governance sprint, action plan, or pilot. The Assessment tells you whether AI belongs in this workflow and what to do next.
- ✓ A workflow with real friction
- ✓ A named decision owner
- ✓ Existing operational discipline
- ✓ Willingness to share an artefact
DO NOT SUBMIT PHI, CREDENTIALS, PRODUCTION SECRETS, OR CONFIDENTIAL CUSTOMER DATA DURING INTAKE. SENSITIVE MATERIAL CAN BE HANDLED LATER UNDER NDA AND A SCOPED REVIEW PROCESS.
A scoped diagnosis on a fixed timeline.
- ✓ Short intake form
- ✓ 45–60 minute discovery session
- ✓ Limited review of provided materials
- ✓ Written findings summary
- ✓ Recommendation: stop, go deeper, or pilot
- × Founder-authored analysis (Action Plan)
- × Live readout (add-on on Action Plan)
- × Implementation or architecture
- × On-site discovery (add-on below)
On-Site Workflow Discovery.
For workflows better understood in the real environment. Recommended when work is spatial or physical.
- ✓ Half-day local visit
- ✓ Full-day local visit
- ✓ Farther travel by arrangement
The fee is not a sunk cost.
Upgrade to an Action Plan within the window and 50–100% of the Assessment fee credits forward.
- ✓ Assessment → Action Plan: 50–100% credit
- ✓ Action Plan → Pilot: 50–100% credit
- ✓ Reservation deposit: 100% toward pilot
Start with a scoped diagnosis.
A short intake. A focused session. A written recommendation.