Paid discovery and roadmap
Find the first AI workflow worth building — before you buy anything.
AI projects stall when teams begin with tools instead of workflows. The assessment starts with the work itself: where time is lost, where information gets repeated, where decisions need support — and whether private AI is even the right answer.
Typically $7,500–$15,000 depending on scope · most assessments delivered in 5–10 business days
What we review
A structured look at your workflows, data, and constraints.
- Priority workflows and the business outcomes behind them
- Data types, sensitivity, ownership, and retention expectations
- Current systems, file stores, knowledge bases, and integration points
- Security, compliance, and approval requirements
- Human review needs and escalation paths
- User groups, adoption constraints, and training needs
- Pilot feasibility, budget range, and implementation timeline
Deliverables
You leave with a defensible plan.
AI opportunity map
Every candidate use case, scored for value, risk, and readiness — including the ones we recommend you not pursue.
Data sensitivity review
What data each workflow touches, how sensitive it is, and what boundary it needs before any system is built.
Hardware + software recommendation
A concrete local stack recommendation sized to your workloads, with costs, so procurement isn't a guessing game.
Security checklist
Access, network, logging, backup, and review controls the pilot must satisfy — written down before implementation.
ROI estimate
Time saved, error reduction, and adoption assumptions expressed in numbers your leadership can interrogate.
Pilot proposal
A scoped, priced proposal for the first workflow — so the decision after the assessment is a yes/no, not a maybe.
The five days
One focused week.
Days 1–2 · Discovery
Interviews with the people who own the workflows, the documents, and the risk. We map the work as it actually happens.
Day 3 · Systems and data review
File stores, existing tools, network reality, and the data each candidate workflow would need to touch.
Day 4 · Roadmap drafting
Use cases scored, stack sized, controls defined, ROI modeled. Poor fits are marked as poor fits.
Day 5 · Readout
A working session with decision-makers: the roadmap, the recommendation, and a scoped pilot proposal. Larger scopes extend this cadence to ten business days.
An honest deliverable
Sometimes the answer is: don't buy anything yet.
The assessment may recommend a pilot, a smaller automation, a cloud-based approach, or no AI build at all. The purpose is to avoid buying infrastructure before the workflow, the data, and the risk justify it.
FAQ
Assessment questions
Bring a short list of workflows you are considering, the systems involved, the types of data used, known security or compliance requirements, and the stakeholders who would approve a pilot.
Yes. A useful assessment should identify good fits and poor fits. Some workflows are better addressed through process changes, existing automation, or no change at all.
No. The assessment reviews your workflow, data, systems, security requirements, and success criteria before recommending a technical approach.