Workflow and exception map
A shared view of actors, handoffs, source systems, decisions, delays, and failure paths.
A focused 1-2 week engagement
Know what to build before you fund the build.
Take one valuable workflow from broad AI ambition to a documented opportunity, control model, evaluation plan, and pilot decision.
Assessment brief
- Focus
- One business workflow
- Duration
- 1-2 weeks
- Participants
- Process owner, users, IT, and security
- Decision
- Proceed, revise, or stop
A good starting point
Bring a process, not a preselected model.
- People repeat the same research, interpretation, or coordination.
- The workflow has source data and examples we can inspect.
- There is a clear owner and a measurable reason to improve it.
- The organization wants evidence before wider automation.
What you leave with
A decision package, not a workshop transcript.
Every output is designed to support a responsible investment decision and become the starting specification for a pilot.
User and control design
Clear boundaries for what AI may recommend, decide, change, or escalate to a person.
Value and evaluation plan
Measurable business outcomes plus a representative test set for quality, safety, latency, and cost.
Architecture and pilot plan
A practical integration design, delivery estimate, dependencies, risks, and go-or-stop recommendation.
How the week works
Fast enough to create momentum. Structured enough to expose risk.
- 01Observe
Walk through real cases, exceptions, systems, and current measures.
- 02Frame
Define users, value, boundaries, dependencies, and non-negotiable controls.
- 03Test
Use representative examples to probe feasibility and failure modes.
- 04Decide
Review evidence, architecture, effort, risks, and the recommended next move.
Choose the first workflow