AI Strategy & Assessment

We spend time on site watching how your team works, then hand you a written AI usage policy, an approved tool list, and a roadmap ranked by return. You know what to do first, what to skip, and what it should deliver.

Know Where AI Fits Before You Buy Anything

01

Workflow Observation & Tool Inventory

We sit with each role, time the repetitive work, and list every AI tool already in use, paid or free.

02

Data Safety & Vendor Review

We map where sensitive data goes and check each vendor’s terms on training, retention, and contracts.

Two people mapping a workflow on a whiteboard
03

Usage Policy & Approved Tool List

A plain-language AI policy and a short list of approved tools, so every employee knows what can go where.

04

Prioritized Roadmap

The workflows worth automating, ranked by return, with the metrics we will use to prove each one worked.

Get An Assessment Scoped To Your Team

Every assessment is scoped to your headcount, locations, and tools. Tell us how your business runs and we’ll send a scope and a quote.

Assessments In Practice

Questions, Answered

How long does the assessment take?

About two weeks from the first on-site day to the readout. Larger teams or multiple locations can take a little longer, and the proposal says so up front.

Who on our team needs to be involved?

One owner or manager as the point of contact, plus short interviews with the people who do the repetitive work. Most staff spend under an hour with us.

Do we have to buy new software afterward?

No. Often the roadmap starts with tools you already pay for. We are vendor-neutral and resell nothing, so recommendations follow your workflows, not a commission.

What if AI is not the answer for a workflow?

Then the roadmap says so. Some problems are process or software problems, and fixing them without AI is cheaper. You get an honest ranking either way.