PREPARE
Close a critical gap.
For example: clarify data ownership or permissions before connecting the workflow.
Output: an owned preparation planHome Get startedOne challenge.
START WITH A BUSINESS CHALLENGE
One challenge.
A clear first step.
Show us where work gets stuck. We’ll help you scope the right AI assessment, starting with your people, process, systems, and data.
HOW WE BEGIN
A practical start.
A decision with evidence.
The first conversation clarifies the problem and scope. The assessment reviews the evidence, then gives you findings to decide what to prepare, pilot, or defer.
- 01
Bring one challenge.
Where is work getting stuck?
Choose one recurring task or decision. Bring an example and the outcome you want to improve.
BringA pain point + a workflow owner - 02
Agree what to assess.
What decision must it support?
Agree the scope, participants, evidence, deliverables, and how findings will be reviewed.
AgreeA focused brief + clear responsibilities - 03
Review the evidence.
What is ready, and what needs work?
Assess the people, process, data, systems, and permissions. Verify assumptions and make gaps visible.
ReviewEvidence + readiness gaps - 04
Choose the next step.
What should happen first?
Connect value and readiness. Decide what to prepare, what to pilot, and what to defer.
Leave withA sequenced plan + named owners
THE EVIDENCE KIT
Bring what you have.
Make the gaps visible.
You do not need every document before the first conversation. We agree what is needed and how sensitive information can be shared.
The work
A walkthrough, process map, or SOP. Include an example where the process breaks.
The baseline
Current volumes, time, cost, quality, or conversion measures. Note what is not measured yet.
The systems
Commerce, ERP, CRM, analytics, or other tools involved, with their owners and known connections.
The information
Approved representative samples, source locations, known quality issues, and access boundaries.
The people
The sponsor, workflow owner, users, and data or technology owners who can review the findings.
The controls
Relevant policies, approval requirements, security constraints, and any actions that need human review.
Share sensitive or personal information only through an agreed process. An anonymized example is often enough to explain the problem initially.
AFTER THE ASSESSMENT
The next step
should earn
its place.
Your findings become a readiness profile, a prioritized opportunity view, and a plan with owners and decision points.
See an illustrative assessment Explore the roadmap