Next, Step 02

    Implementation Roadmap

    Step 01 of 5 · 2 WEEKS

    AI Readiness Assessment

    "Show us your business. We'll show you exactly where AI pays off."

    Two weeks. Real interviews with your team. A ranked, ROI-scored map of where AI actually pays off in your business, plus three quick wins you can ship right away.

    Investment, $2.5K - $7.5K

    HOW IT WORKS

    Assess, identify, plan, execute

    Every assessment runs the same four-quadrant loop. We assess your current state, identify the highest-ROI opportunities, plan the sequence, and execute on three quick wins, all inside two weeks.

    AI readiness assessment process visualization
    AssessIdentifyPlanExecuteAI

    THE PROBLEM

    Why teams get stuck before this step

    Most companies skip straight to building, then learn the hard way which projects pay off. The result is shelved pilots, frustrated teams, and a board that stops believing in AI.

    • You have a long list of AI ideas and no objective way to rank them.
    • Vendors keep pitching tools, but no one has mapped your actual workflows.
    • Leadership wants AI on the agenda, but no one can show where the dollars are.
    • You need a credible plan before you spend the next quarter or the next budget cycle.

    THE APPROACH

    How we run this step

    We treat readiness like a real diagnostic, not a slideware exercise. We interview your operators, watch how work actually flows, and score every opportunity against impact, effort, data quality, and risk. You leave with a ranked plan you can defend to your board.

    THE PROCESS

    What the engagement looks like, week by week

    1. 1

      Week 1, Day 1 to 3: Discovery

      Kickoff, stakeholder interviews, system inventory, and a working map of your real workflows from intake to handoff to reporting.

    2. 2

      Week 1, Day 4 to 5: Opportunity capture

      We catalog every candidate use case from leadership, ops, sales, support, finance, and engineering. Nothing gets filtered yet.

    3. 3

      Week 2, Day 1 to 3: Scoring and ranking

      Each opportunity is scored on revenue impact, time saved, implementation effort, data readiness, and risk, then stack ranked by ROI.

    4. 4

      Week 2, Day 4 to 5: Briefing and handoff

      We deliver the readiness report, executive deck, quick win playbooks, and walk leadership through the recommended sequence.

    YOU WALK AWAY WITH

    The exact things you walk away with

    Readiness Score 1 to 100

    A weighted score across data, tooling, talent, governance, and culture, with the specific gaps that hold you back today.

    Top 10 ranked opportunities

    Each opportunity gets a one-page brief with expected ROI, owner, time to ship, dependencies, and risk profile.

    Three quick wins ready to deploy

    Concrete, scoped automations or assistants you can ship in the next 30 days, with no new headcount.

    Executive briefing deck

    Board-ready slides that explain the recommendation in your language, not vendor jargon, with clear next steps and budget.

    THE OUTCOMES

    What changes for your business

    • A ranked, defensible AI roadmap your leadership team agrees on.
    • Three quick wins live or in flight inside the first 30 days.
    • A baseline you can measure progress against every quarter.
    • Confidence to say no to vendor pitches that do not fit the plan.

    CASE STUDIES

    What this looks like in real engagements

    Mid-market SaaS company

    B2B Software, 180 employees

    Challenge

    Leadership had a backlog of 27 AI ideas from across the org and no objective way to rank them. The board wanted a credible plan before next quarter's budget review.

    What we did

    Two weeks of operator interviews, workflow mapping, and ROI scoring across sales, support, and finance. Top 10 opportunities ranked, three quick wins scoped for immediate deploy.

    Result

    A board-approved roadmap funded for the next two quarters, and three automations live inside 30 days that returned the cost of the assessment in the first month.

    27

    Opportunities ranked

    3 in 30 days

    Quick wins live

    < 1 month

    Payback period

    Regional accounting firm

    Professional Services, 45 employees

    Challenge

    Partners knew AI mattered but were drowning in vendor pitches. Junior staff were quietly using ChatGPT with no policy, no oversight, and no measurable benefit.

    What we did

    Workflow interviews with audit, tax, and advisory teams. Readiness Score of 62 with specific gaps in data hygiene and policy. Top 10 opportunities ranked with one tax-prep workflow flagged as the obvious first sprint.

    Result

    A defensible AI policy adopted firm-wide, vendor pitches filtered against the ranked plan, and the first workflow scoped and ready for build by week three.

    62 / 100

    Readiness Score

    9

    Stakeholders interviewed

    70%

    Vendor evaluations cut

    IS THIS THE RIGHT FIT

    Who this step is built for

    Right fit for

    • Operators who want to lead AI, not be sold AI.
    • Leadership teams committing real budget and want to be sure it lands.
    • Companies between 25 and 5,000 employees with messy, real workflows.

    Not the right fit for

    • Teams that already have a validated, scoped roadmap. Skip to Implementation Roadmap or the Sprint.
    • Pure research projects with no production target.

    INVESTMENT

    $2.5K - $7.5K

    2 WEEKS

    Pricing scales with company size and workflow complexity, not headcount. Most engagements land between $2.5K and $7.5K and finish inside two calendar weeks.

    FAQ

    Common questions

    How is this different from a generic consulting audit?

    We do not produce a 60-page deck. We produce a ranked plan, three deployable quick wins, and the briefing your board needs to fund the next phase.

    Who do you need to interview?

    Typically the executive sponsor, two to four operators per workflow, and whoever owns the underlying systems. Five to eight people total, two to three hours each.

    What if we have no AI experience at all?

    That is the most common starting point. The assessment is built to meet teams where they are and produce a plan they can actually run.

    What happens after the assessment?

    Most clients move into the Implementation Roadmap or directly into a Workflow Automation Sprint to ship the first ranked opportunity.

    Next, Step 02

    Implementation Roadmap

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