A readout to a client's leadership team
Figure out where AI pays · Stage 1 of 3

Stage 1: Assess

Know where AI pays before you fund the build.

Two ways in: the two-hour diagnostic, read-only, places you on the five AI maturity levels we defined (L1 to L5) and hands you a ranked list of workflows; Assess, two to four weeks, adds interviews with your functional leaders, a scored opportunity map, a financial model, a 90-day plan and a board-ready readout. Both are advisory; the building is Stage 2, Build, and most companies go straight from the readout into it.

Mapping workflows with a client team
Two tiers

Start light. Graduate when the numbers say so.

Both tiers are the same kind of work: our engineers in a room with your functional leaders, mapping what runs by hand and what it costs. The difference is depth.

Tier one

Two-hour diagnostic

Time
2 hours, read-only access
Price
Complimentary for qualified companies
Who's involved
One senior engineer, your data lead
You get
L1 to L5 placement, six-dimension readout, ranked workflow list
Guarantee
None
Data handling
Read-only service account, credentials deleted at close
What it isn't
Implementation. Nothing gets built.
Tier two

Assess

Time
2 to 4 weeks
Price
$25K to $50K, fixed
Who's involved
Senior pod, your functional leaders
You get
Everything in the diagnostic plus ROI model, 90-day plan, board readout
Guarantee
Refund if we don't find $500K in annual savings potential
Data handling
Same
What it isn't
Implementation. The readout scopes the first Build; Build builds it.
Where Assess sits

Assess is the advisory step: optional, and not the engagement that moves your P&L. That happens in Stage 2, Build.

Deliverables

Five deliverables. One decision.

The same five come out of Assess every time, sized to one company or a portfolio cohort.

Sample readout

Project Atlas, industrials, $180M revenue. L2 today, L3 in 100 days, est. $1.1M to $2.4M a year in savings.

Anchored in the L1 to L5 framework
  1. Workflow and operations audit

    Finance, HR, procurement, IT and customer operations. What runs manually, how long it takes, what it costs.

  2. AI opportunity map

    Every workflow scored by complexity, estimated ROI and strategic priority. The top three are the pilot candidates.

  3. ROI quantification

    Estimated annual savings, implementation cost, payback period and projected EBITDA impact, in a model your CFO can edit.

  4. 90-day action plan

    Which workflow goes first, who owns it, what the pod ships by week, and the gates that get signed.

  5. Board-ready readout

    The findings as a board pack. No rework, no translation.

The four weeks

Four weeks, one readout.

Interviews with your functional leaders, a scored map, a model your CFO can edit, and a readout your board can act on.

Readout with a portfolio company leadership team
  1. Week 1

    Kickoff and operator interviews

    Read-only access granted. Functional leaders interviewed. L1 to L5 placement confirmed.

  2. Week 2

    Workflow mapping and scoring

    Top workflows documented with cost and time. Scored by complexity and ROI.

  3. Week 3

    Opportunity ranking and ROI modeling

    Financial model built with your CFO. Payback and EBITDA impact per workflow.

  4. Week 4

    Readout and decision

    Board-ready findings. The first Build scoped and priced, or a clear reason not to build.

$25K to $50K. Fixed price, fixed scope.

If the assessment doesn't identify at least $500K in annual AI-driven savings potential, we refund it.

FAQ

Frequently asked questions

The full two to four week engagement: interviews with your functional leaders, a scored opportunity map, a financial model, a 90-day plan, and a board-ready readout. It is advisory and optional: it tells you what to build and what it's worth. The building itself is Stage 2, Build.

A two-hour, read-only read of your data and AI stack that places you on the five AI maturity levels we defined (L1 to L5), with a six-dimension readout and a ranked workflow list. It is complimentary for qualified companies.

$25K to $50K. Fixed price, fixed scope.

If the assessment doesn't identify at least $500K in annual AI-driven savings potential, we refund it.

A workflow and operations audit, an AI opportunity map, ROI quantification in a model your CFO can edit, a 90-day action plan, and a board-ready readout.

Next step

The first step is knowing where the value is.

Start with the two-hour diagnostic: read-only access, one senior engineer and your data lead, and you leave with your L1 to L5 placement and a ranked workflow list. Or scope the full assessment, for one company or a portfolio cohort.

Pick a timeTwo hours · read-only · free for qualified companies

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