Two-stage entry product
| Stage | Decision enabled | Duration | Planning price |
|---|---|---|---|
| Executive Machine Intelligence Opportunity Session | Is one important, measurable process worth formal assessment? | 90 minutes plus preparation and brief | $2,500; creditable to Stage Two |
| AI Readiness and Process Opportunity Assessment | Which process, if any, merits a controlled pilot and under what conditions? | 10 business days | $29,500 representative fixed fee |
Final scope, fee, timeline, and client responsibilities are confirmed in a written proposal before work begins.
The assessment is an evidence-building decision engagement—not a technology workshop and not a disguised implementation proposal. A no-go, not-yet, or conventional-automation result is a successful outcome.
The four questions
- What business outcome matters? Define the metric, owner, baseline source, and consequence of inaction.
- Which process creates or constrains that outcome? Trace the real steps, handoffs, systems, decisions, and exceptions.
- What evidence shows where value is lost? Quantify delay, rework, error, labor, risk, service failure, or missed opportunity.
- What intervention is most appropriate? Compare process, policy, rules, analytics, automation, machine intelligence, and no-action alternatives.
What the ten-day assessment includes
Current-state evidence
- One primary outcome
- Up to two related processes
- Six to eight interviews
- Sample-level data and artifact review
Decision analysis
- Opportunity scorecard
- Data readiness
- Value ranges
- Risk and control register
- Decision-rights map
Actionable output
- Executive decision brief
- Pilot charter or remediation roadmap
- Acceptance and stop criteria
- Neutral handoff to another provider if selected
Evidence discipline
| Label | Meaning |
|---|---|
| F — Verified client fact | Supported by an approved document, system report, observed process, data extract, or corroborated testimony. |
| I — Consultant inference | An interpretation or hypothesis with rationale, confidence, and a validation method. |
| U — Unresolved unknown | Information required for a decision that must not be silently converted into an assumption. |
| D — Client-retained decision | Risk tolerance, investment threshold, policy choice, accountable owner, or approval retained by the client. |
Hard gates before a pilot
- Defined outcome and baseline method
- Named process owner and risk owner
- Verified authority to use the data
- Credible ground truth or expert-review method
- Bounded intervention and comparison design
- Human fallback and escalation procedure
- Client-approved acceptance and stop criteria
- Economic plausibility after technology, review, operating, and change costs
Self-assessment
Workflow opportunity score
60/100
Score one candidate workflow from zero to five. This directional screen cannot override hard gates such as unlawful data use, missing ownership, or unacceptable harm.
Remediate before AI testing
Resolve process, data, governance, or measurement weaknesses before committing to a pilot.
Hard gates
- Defined outcome and baseline method
- Named process and risk owners
- Verified authority to use the data
- Credible evaluation method
- Human fallback
- Acceptance and stop criteria
Request a workflow diagnosticThe score is directional and will be included with the inquiry. Hard gates still control the decision.
