Assessment
Know exactly where agents earn their keep in your operation, and where they do not, before you spend on a build.
- → Stakeholder and workflow interviews with the people who own the work (4–8 sessions)
- → An opportunity map: where agents create value, ranked by ROI and risk
- → A "human stays here" boundary set: the work that should not be handed to an agent, and why
- → A data and governance readiness check
- → A phased adoption recommendation with a named first-build scope and cost
Align on the decision the leadership team needs to make, and who has to say yes. Gate: a one-page decision statement both sides sign.
Conversations with operators and technical owners, plus observation of the real workflows in play. Where the work actually happens, not where the org chart says it does.
Opportunity mapping, ROI and risk modelling, boundary-setting. A draft of the findings lands with you for comment.
A live working session with leadership to walk the findings and the recommended first build.
| KPI | Method | Threshold |
|---|---|---|
| Opportunity coverage | Workflows reviewed against an agreed inventory | Every priority workflow assessed |
| Decision-readiness | Pre/post leadership survey | Stakeholders rate readiness ≥ 4/5 |
| Boundary clarity | Documented "human stays here" set | Every high-risk area has an explicit call |
| First-build definition | Recommendation includes scope, cost, risk, KPIs | All four named |
CEO, COO, or CTO at a 50 to 1000 person org under pressure to do something with AI, who wants a clear-eyed read instead of a vendor pitch. Right when leadership needs to decide where to start, what is safe, and what the return looks like, before committing budget to a build.
Assessment does not build anything. It tells you what to build, in what order, and what to leave to people. If you already know the workflow and want it live, start with Integration.
Book an Assessment scoping call.
Thirty minutes. Bring a real problem. Leave with a one-page brief.