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Phase 01 · Service

AI adoption audit & roadmap

Before you change anything, get an honest map of where AI actually fits, and where it does not.

What it is

A clear-eyed read before you commit.

An audit is a deep look at how your team really works: where time goes, which tasks are high-friction, and which are quietly high-risk. I separate the places AI would remove genuine drag from the places it would just add a tool to babysit.

You end with a prioritized roadmap, sequenced by impact and effort, with the things worth skipping named outright. Not a pile of ideas, a plan you can act on.

What's included

What the audit covers.

Workflow & tooling review

A structured look at the work your team does day to day, the tools already in play, and where the friction really sits.

Opportunity mapping

Each candidate use case scored on impact, effort, and risk, so the high-value moves are obvious.

Readiness check

An honest read on the data, skills, and governance gaps that would trip up adoption before it starts.

Prioritized roadmap

A sequenced plan you can act on, with quick wins and longer plays clearly separated.

How it works

A clear path through it.

01

Listen

Interviews and a look at how the work actually happens, not how the org chart says it does.

02

Analyze

Map opportunities against impact, effort, and risk; pressure-test the tempting-but-wrong ones.

03

Prioritize

Sequence the work into a roadmap, with the things worth skipping named outright.

04

Hand off

Walk through the roadmap together so your team owns it, not just receives it.

What you walk away with
A prioritized, sequenced roadmap
A clear read on readiness and risk
A shared view of what to skip
Common questions

Before you reach out.

It is an honest look at how your team works today: where time goes, which tasks are high-friction or high-risk, and where AI would remove real drag rather than just add a tool to babysit. You leave with a prioritized roadmap, not a pile of ideas.

Teams that sense AI could help but want a clear-eyed plan before spending on tools or training. It works whether you are just getting started or already have a few tools in play.

A readiness assessment usually runs a few weeks, depending on how many workflows are in scope. We agree the scope in a free discovery session first.

Yes. Naming the things that are not worth doing is part of the work. The roadmap separates quick wins from longer plays and is honest about where AI is the wrong fit.

Let's talk

Start with an honest map.

Twenty minutes, no charge and no pitch deck. We work out whether this is the right move for you, and what it would take.

Book a free discovery session