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AI Readiness Assessment

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Workflow Automation Sprint

Step 02 of 5 · 3-4 WEEKS

Implementation Roadmap

"A 90-day plan, sequenced and costed, your team can actually run."

A 90-day plan with phases, owners, KPIs, costs, and ROI per workflow. Built so your team can run it without us, and so your board can fund it without flinching.

Investment, $7.5K - $20K

HOW IT WORKS

Five phases, sequenced and costed

We translate your priorities into a five-phase plan, from review and design through code and deploy, each with named owners, budgets, and exit criteria. The plan is the contract your team ships against.

AI implementation roadmap with phased milestones

THE PROBLEM

Why teams get stuck before this step

You have an assessment, ideas, or a strategy deck, and now everyone is waiting on a plan that is concrete enough to execute. Without sequencing and ownership, the project never actually starts.

Strategy decks that nobody can turn into Monday morning work.
Tool sprawl with no clear winner per workflow.
ROI claims that do not survive a CFO conversation.
No named owners, no checkpoints, no honest timeline.

THE APPROACH

How we run this step

We translate your priorities into a 90-day operating plan. Every workflow gets a phase, a budget, a vendor pick, an owner, and a measurable target. The roadmap is the contract you ship against.

THE PROCESS

What the engagement looks like, week by week

1
Week 1: Validate priorities
We confirm the top opportunities, lock in success metrics, and align on must-have constraints from security, finance, and ops.
2
Week 2: Architecture and tooling
We pick the tool stack per workflow, document integrations, and pressure test data, identity, and access requirements.
3
Week 3: Sequencing and economics
We phase the work over 90 days, model cost and ROI per workflow, and build the resourcing plan with named owners.
4
Week 4: Plan handoff
We deliver the roadmap, walk it through with leadership, and prep your team to either run it themselves or move into a Sprint.

YOU WALK AWAY WITH

The exact things you walk away with

90-day phased rollout plan

Three phases, each with scope, milestones, dependencies, and exit criteria so leadership knows when a phase is truly done.

Tool stack and vendor picks

Recommended platforms per workflow with the reasoning, the rejected alternatives, and a reference architecture diagram.

Per-workflow ROI projections

Time saved, dollars saved or earned, payback period, and sensitivity ranges your finance team can defend.

Owners, KPIs, and checkpoints

A RACI per workflow, the leading and lagging KPIs, and a 30, 60, 90 day review cadence with templated reports.

THE OUTCOMES

What changes for your business

A roadmap your team can execute without external dependency.
A budget that survives finance and procurement scrutiny.
Clear ownership so nothing stalls waiting for a decision.
A board narrative that turns AI from a line item into a strategy.

CASE STUDIES

What this looks like in real engagements

National insurance brokerage

Financial Services, 320 employees

Challenge

An assessment surfaced 14 viable workflows but every department was lobbying to go first. CFO wanted a defensible 90-day plan with real numbers before any tool was bought.

What we did

Three weeks of architecture, vendor evaluation, and ROI modeling. Each workflow scored, sequenced into three phases, and assigned an owner with KPIs and a 30-60-90 review cadence.

Result

Procurement signed off in one meeting. Phase one shipped on time, three months ahead of the original internal estimate, with savings exactly inside the modeled range.

Workflows phased

Vendor decisions

$1.4M

Modeled annual ROI

Healthcare staffing agency

Healthcare Services, 90 employees

Challenge

Leadership had a strategy deck but nothing operations could act on. Engineering kept asking for specs. Finance kept asking for numbers. The project had been stuck for two quarters.

What we did

A 90-day rollout with three phases, primary plus fallback vendor picks per workflow, RACI per team, and ROI ranges reviewed line-by-line with the CFO before delivery.

Result

First phase kicked off the Monday after handoff. By day 60, two workflows were live and the third was in user acceptance, all under the modeled budget.

5 days

Time to phase one start

Workflows live by day 60

under by 8%

Budget variance

IS THIS THE RIGHT FIT

Who this step is built for

Right fit for

Leaders moving from assessment to execution in the next quarter.
Companies that need vendor and architecture decisions made with rigor.
Teams that want a plan they can run with their existing people.

Not the right fit for

Teams who only want one workflow built. Go straight to the Sprint.
Organizations not ready to commit owners or budget.

INVESTMENT

$7.5K - $20K

3-4 WEEKS

Roadmap engagements run $7.5K to $20K based on the number of workflows and the depth of architecture work required. Most finish in three to four weeks.

FAQ

Common questions

Do we need to do the readiness assessment first?

Not always. If you already have validated priorities and a stakeholder map, we can start directly with the roadmap.

Will you recommend specific vendors?

Yes. We give you a primary recommendation per workflow plus a fallback, with clear reasoning and a one-page comparison.

Can you build it after the roadmap?

Most clients move into a Workflow Automation Sprint to ship the first phase. The roadmap is designed so any qualified team could execute it.

How accurate are the ROI projections?

We use conservative ranges with explicit assumptions. Every projection is reviewed with your finance lead before delivery.