Observe
Interview operators, walk workflows, inventory systems, and sample records.
Discovery
Find the workflows where AI can improve the economics.
The decision
Which three to five initiatives deserve management attention, capital, and proof?
Post-close assessment
Operating access lets us test the thesis against day-to-day work.
- WorkProcess walks, role and task analysis, queues, handoffs, and exceptions.
- DataTransaction samples, document flows, quality, lineage, access, and volume.
- SystemsSources of record, integrations, infrastructure, constraints, and technical debt.
- EconomicsBaseline effort, value pool, investment, risk, dependencies, and time to value.
The output
A ranked roadmap tied to the evidence.
Each initiative gets an owner, a baseline, a value case, a feasibility view, and a call: enable, prototype, buy, build, defer, or stop.
- Workflow mapWhere time, rework, delay, and decision load accumulate.
- Use-case portfolioOpportunities ranked against common economic and technical criteria.
- Foundation gapsData, infrastructure, governance, and capability prerequisites.
- 90-day sequenceThe first wave, with owners and measurable gates.
EngagementWEEK 1 WEEKS 2–3 WEEK 4
Follow the work, then size the change.
Quantify
Establish baselines and size value, feasibility, risk, and dependencies.
Sequence
Select the first wave and define what must be proven next.
For a portfolio company
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