AI AUDIT

Find out where AI fits in your operations.

We spend time inside your business — talking to your team, mapping how work actually gets done — and deliver a prioritized assessment of where AI and automation will have the most impact.

A product leader evaluating your operations, not a maturity assessment.

This isn’t a generic AI readiness scorecard. We talk to the people who actually do the work — not just leadership — and look for the manual processes nobody talks about, the workarounds people have built, and the tasks that consume disproportionate time. The output is a roadmap you can act on, with specific recommendations ranked by effort and impact.

Real conversations, not surveys

We interview 3–7 people across your team: the ones processing orders, writing reports, triaging requests. The best opportunities are usually invisible to leadership until someone asks the right questions.

Prioritized and honest

Not everything should be automated, and not everything needs AI. The roadmap separates quick wins from bigger bets and is direct about what’s worth doing and what isn’t.

Actionable, not theoretical

Every recommendation includes estimated effort, expected impact, and a suggested sequence. You can take this to any team — ours or someone else’s — and start executing.

How it works

1

Discovery

We talk through your business, team structure, current tools, and what’s already been tried. The goal is identifying which departments or workflows to focus the audit on.

2

Stakeholder conversations

Individual sessions with the people who do the work — 30 to 45 minutes each. We’re mapping actual processes: what triggers the work, where decisions get made, what takes the longest, what breaks most often.

3

Analysis

We map each process to potential AI and automation opportunities, score them by effort, impact, and risk, and identify dependencies between them. The highest-impact opportunity is often not the most obvious one.

4

Roadmap delivery

A written roadmap with prioritized recommendations, estimated costs, and a suggested execution sequence. Delivered in a live session where we walk through the findings together and discuss tradeoffs.

5

Follow-up

A check-in call two weeks after delivery to answer questions, refine priorities based on internal discussions, and talk through execution options.

Good fit if

  • ◆Your leadership team knows AI should be part of the strategy but isn’t sure where to start.
  • ◆You’ve tried a few AI tools and they haven’t stuck — you want a more systematic approach.
  • ◆You suspect there are high-value automation opportunities in your operations but don’t know which ones to prioritize.
  • ◆You want an outside perspective from someone who’s seen how technology transforms operations at scale.

If you already know the process you want to automate, you might not need an audit — a Workflow Automation engagement can start directly from a Discovery Session. And if you’re looking for ongoing strategic guidance rather than a one-time assessment, an Advisory Retainer might be a better fit.

FAQ

Typically 3–7, depending on the scope. We work with you to identify the right people — usually a mix of leadership and the team members closest to the daily work.

A written roadmap with prioritized recommendations, effort and impact estimates for each, and a suggested execution sequence. Plus a live session to walk through it together.

Yes — many audit clients move into Workflow Automation or AI Build engagements to execute on the roadmap. But the audit is valuable on its own, and you’re free to take it to any team.

That’s useful context. Knowing what’s been tried and why it didn’t stick helps us focus on approaches that will. Failed experiments are data, not wasted effort.

One to two weeks from kickoff to roadmap delivery, depending on the number of stakeholder conversations and the breadth of the audit.

Start with a conversation.

Tell us what you're working on and we'll figure out the right way to help — or tell you honestly if we're not the right fit.