Guide · Service 12 / 13
AI readiness & roadmap.
The expensive mistake is automating the wrong thing first. A short, structured assessment tells you where AI pays, where it doesn’t, and what to do on Monday.
The problem
Everyone is being sold AI. Few owners have a clear view of which workflows are worth automating, what data they need, and what it should cost.
What we build
Typical systems.
- 01
Process audit
Interviews and screen-shares with the people doing the work, to see how tasks actually move, not how the org chart says they do.
- 02
Opportunity scoring
Each candidate workflow scored for time saved, error reduction, risk and effort, so priorities are visible and defensible.
- 03
Data & tool readiness
Where your data lives, how clean it is, and which integrations are possible today.
- 04
Build vs. buy
When an off-the-shelf product is enough, and when a custom workflow is worth it.
- 05
Governance basics
A plain-language AI usage policy: approved tools, data rules and review requirements.
Deliverables
What you keep.
- Current-state workflow map
- Scored opportunity list
- Roadmap with the first three moves defined and scoped
- AI usage policy draft
- Leadership readout session
A good fit for
- Owners who know AI matters but don’t know where to start
- Leadership teams aligning on priorities and budget
- Companies preparing for growth, a sale or new locations
Platforms we work in
- Claude
- OpenAI
- Google Gemini
- Google Workspace
- Microsoft 365
- Notion
Every engagement follows the same five forms.
Questions
About this service.
Is the assessment only useful if we hire you to build?
No. The roadmap is written so your team or another vendor can execute it.
How much of our team’s time does it take?
A few focused conversations with the people closest to the work, scheduled around operations.
Begin
Every kata begins with a bow.
Book a 30-minute strategy call. Bring the process that eats your team’s week, or the channel that isn’t working. Leave with a clear view of what to fix first, and what to leave alone.