Assessment

AI Workflow Opportunity Assessment

Identify where AI creates real operating leverage — and what is blocking it.

2–3 weeks

An operational diagnostic that maps specific workflows, scores them for automation feasibility and impact, and produces a prioritized roadmap the company can actually execute against. This is not a strategy deck — it is a hands-on assessment that produces measurable targets.

Best for

Portfolio companies that know AI matters but haven't identified where it creates real margin — or operating partners who want a clear-eyed view before investing.

What we evaluate

Workflows in scope

Front, middle, and back-office workflows where AI could remove effort or compress cycle time.

Automation feasibility

Process structure, data availability, and integration surface — what is actually buildable.

Impact

Effort saved, cycle-time reduced, and revenue moved — scored against the operating plan.

Data readiness

Quality, accessibility, and governance state of the data each workflow depends on.

Tool & platform fit

What is already in the stack (Workday, Salesforce, ServiceNow, M365) vs. what needs adding.

Build vs. buy vs. configure

Honest matrix per opportunity — most do not need a custom build.

How the engagement runs

Week 1
Workflow mapping
Walk-throughs with operators across functions; capture the actual work, not the org chart.
Week 2
Scoring & data check
Feasibility, impact, and data-readiness scoring per opportunity. Rank by margin contribution.
Week 2–3
Roadmap & readout
Prioritized roadmap with build/buy/configure matrix. Live executive readout.

What you get

AI opportunity map — workflows ranked by feasibility × impact
Workflow automation scorecard — per-opportunity scoring detail
Data readiness assessment — where data gaps block AI from working
Tool & platform review — what's already in the stack vs. what to add
Build vs. buy vs. configure matrix — honest call per opportunity
Live executive readout — not a deck, a working session

Typical next step

30-day pilot, workflow implementation sprint, or operating leverage retainer.