AI Assessment & Roadmap
A structured evaluation and 90-day execution plan to safely ship high-ROI AI workflows— across modern stacks and legacy systems.
Clarity first. Then execution.
Growing companies often run a mix of modern SaaS, an ERP as a system of record, shared drives, spreadsheets, and legacy tools. We map the full environment and recommend what can be deployed safely—without disrupting operations.
What we assess
- Business goals and high-impact workflows
- Data readiness: quality, access, governance
- Security posture, privacy, and risk controls
- Tool integrations and automation opportunities
- Operating model: ownership and change management
What you get
- AI maturity scorecard and gap analysis
- Prioritized use-case backlog (impact vs effort)
- 90-day roadmap with owners, milestones, and KPIs
- Governance recommendations and guardrails
- Pilot plan for 3–5 workflows with success metrics
Tool stack we map during assessment
Built for modern stacks—and the legacy realities of $5M–$100M companies. If you use it, we can map it, including on-prem and custom systems.
Know the ROI before you build.
We quantify time saved and translate it into dollars so you can prioritize with confidence. Example math: 25 users × 1 hr/week × $60/hr × 52 = $78,000/year.
Typical target
0.5–2.0 hrs saved per user per week across 3–5 prioritized workflows.
Bonus benefit
One FREE AI automation tool
Auto Responder • Social Media Content Multiplier • Smart Invoice
Employee enablement (where ROI becomes real)
Tools don’t drive productivity—workflows do. We include an adoption plan and optional training so teams actually use AI safely and consistently.
- Role-based workflows for Sales, Marketing, Ops, Finance, Support
- Copilots for drafting, summarizing, and decision support
- Automations for repetitive ops, reporting, and routing
- Safe usage patterns aligned with governance
From first call to AI in production
A milestone-driven process with working demos and measurable outcomes.
Scope & opportunity call
- Align on goals and constraints
- Identify highest-ROI opportunities
- Define success metrics + next-step plan
Audit & solution blueprint
- Workflow mapping + time/volume analysis
- Integration review (data + security)
- Blueprint: scope, architecture, timeline
Build, test & deploy
- Iterative build with weekly demos
- Testing on real data + edge cases
- Deployment plan that minimizes disruption
Launch & optimization
- Production release + runbooks
- Team enablement & handover
- Post-launch tuning to maximize ROI