A map of the work
The people, tools, handoffs, and friction behind the request, including the parts that are not AI problems.
AI strategy & audits
AI strategy and audits. A clear starting point.
Choose where AI or automation can improve a real business workflow. We map the work, assess the available data, and turn the strongest opportunity into a brief you can use to decide what to build.
Opportunity brief
A useful handoff
What should we tackle first?
| The work | What is in the way | Next decision |
|---|---|---|
| Support answers | Policy versions disagree | Confirm the source owner |
| Purchase requests | Required details arrive late | Improve intake first |
| Invoice preparation | The same fields are rekeyed | Assess a bounded pilot |
Choose the next step around the work, sources, and owners available.
Built around your work
When this makes senseRecognize
Recognize
the friction?
When every tool promises a transformation, choosing becomes a job of its own. A team may need a better handoff, clearer source data, or a simple rule—not another AI subscription. Strategy should tell you what to do next, what to leave alone, and why.
A good fit when…
Several teams have AI ideas, but no shared way to choose the first project.
You know which task wastes time and need to decide whether AI, automation, or a process fix will help.
A proposed build needs a clearer scope, a business owner, and evidence of readiness.
Tangible work
What you take away.
A reasoned shortlist
Candidate applications compared on usefulness, data readiness, risk, and practical effort. A recommendation can be “not yet.”
A first-scope brief
A proposed starting point with assumptions, dependencies, acceptance criteria, and decisions needed before pricing a build.
Put it to workReal tasks.
Real tasks.
A more useful way through.
Find a starting point for your team.
01
Support, before another tool
Map recurring questions and source gaps before choosing an assistant or changing the support process.
Explore the workflow 02Find the approval bottleneck
Separate missing information, unclear authority, and repeated handoffs to choose a useful first change.
Explore the workflow 03Scope a clearer close
Identify one preparation task worth improving, with agreed records, definitions, and a finance owner.
Explore the workflowOne possible workflow
From input to a clear next step- 01 / The starting point
Customer support is spending time looking for policy answers.
- 02 / The right context
Map the questions, approved sources, and points where judgment matters.
- 03 / Prepared for review
Compare a source-linked assistant with better search and a simpler process.
- 04 / A person decides
Choose a bounded pilot only if it has an owner and a testable benefit.
From first conversation to handoffA clear start.
A clear start.
An agreed finish.
- 01
Walk through the real job
Talk to the people doing it and inspect a redacted example rather than starting with a product demonstration.
- 02
Compare the possible changes
Consider process fixes, existing software, conventional automation, and AI against the same business need.
- 03
Make the next decision
Review the shortlist together. Agree a pilot, prepare missing foundations, or stop without committing to a build.
Agree the scopeAgree the scope
Agree the scope
and the limits.
An audit does not include an unbounded implementation, a guaranteed return, or a recommendation to replace your team. Access and interviews are agreed first; sensitive records are not needed for an initial outline.
Security and data questions ↗A few useful answers
Before we begin.
What does an AI strategy engagement deliver?
A scoped engagement can deliver a workflow map, a prioritized shortlist of opportunities, and a first-project brief. The brief records the users, sources, dependencies, acceptance criteria, and unresolved decisions. Implementation is a separate scope; the recommendation may be to improve the process before introducing AI.
Can we start with one workflow?
Yes. Choose a recurring task and identify the person who owns it. A normal example, a difficult example, and a description of the current handoffs help make the assessment concrete. You do not need to choose a model or write a technical specification first.
What determines the cost of an AI audit?
The main factors are the number of workflows, stakeholder interviews, systems to assess, and depth of data review. A focused decision brief needs different work from an organization-wide roadmap. Agree the questions, deliverables, and access requirements before pricing the engagement.
What affects the audit timeline?
Timing depends on access to the workflow owner, representative examples, and the people who can explain the systems. Unclear source ownership or unresolved business rules can add a discovery step. The proposed scope should identify these dependencies before a delivery date is agreed.
Do you need access to sensitive company data?
An initial discussion can use a process outline and redacted examples. Any deeper review should specify the records required, who can access them, and how they will be handled. Credentials and sensitive records should wait until an appropriate sharing method has been agreed.
What happens after the recommendations are delivered?
Review the options with the people who will own the work. The next decision may be a scoped pilot, preparation of missing data, use of an existing tool, or no build. Any implementation, ongoing advisory work, and maintenance need their own agreed responsibilities and terms.