AI Audit & Strategic Plan

Transformation begins with clarity. Our audit helps us understand your business so we can create an optimal AI transformation roadmap to best serve your needs.

Discovery Interviews

We begin by immersing ourselves in your business through focused conversations with leadership, key managers, and on-the-ground individual contributors. These interviews reveal how the organization really operates, what’s working, where friction exists, and what opportunities are being missed.

Our Discovery Process

One-on-one leadership and manager interviews, capturing diverse perspectives without group bias

Targeted conversations with front-line contributors to understand day-to-day realities

Optional AI voice-agent interviews with every employee (for mid-size and larger audits), surfacing hidden bottlenecks and workflow insights at scale

Deep dive into current business processes, tools, and decision points

Focus on goals, pain points, and opportunities for efficiency and growth

Outcomes

Contextual analysis of current operations and decision-making

Mapped inefficiencies across acquisition, fulfillment, and support

Identify new opportunities for growth and revenue uplift

A data-driven foundation to build a roadmap

Identify Opportunities

With a clear picture of how the business runs, we translate what we’ve learned into a visual model of your operations. This “Ops Canvas” makes workflows visible end-to-end, showing how customers are acquired, services are delivered, and customers are supported. By mapping every step, we can clearly see where AI can remove friction, reduce repetition, and create new opportunites for growth.

Our Mapping Process

Build an Ops Canvas of acquisition, fulfillment, and support flows

Tag bottlenecks and inefficiencies in current processes

Identify steps that are repetitive, manual, or error-prone

Highlight opportunities to expand revenue growth and scale with AI

Outcomes

A clear, visual representation of how work flows across the organization

Pinpointed areas where AI can have the greatest effect

Early prioritization of high-impact opportunities

A shared operational model that aligns leadership and teams

Measure and Rank Opportunities

Not all AI opportunities are equal. To separate what's urgent from what's just interesting, we measure each initiative against four dimensions: business impact, ROI, cost, and time to implement. We then plot them on an "AI Opportunity Matrix" to make tradeoffs visible and ensure leadership is aligned on priorities.

Our Evaluation Process

Assess each opportunity for impact, ROI, cost, and delivery time

Quantify potential business value with data-driven scoring

Plot opportunities on the AI Opportunity Matrix (impact vs. effort)

Facilitate leadership alignment on what to pursue now vs. later

Outcomes

A ranked portfolio of AI initiatives by impact and feasibility

Clear visibility into "quick wins", "big swings", and lower-priority items

Understanding revenue impact for each proposed AI project

Confidence to focus resources where they'll create the greatest return

Create Strategic Roadmap

Once the highest-value opportunities are clear, we turn them into a phased plan of action. The roadmap balances quick wins that build momentum with larger, transformational initiatives that require more time and focus. This ensures every step compounds the next, creating sustained efficiency and impact.

Our Roadmapping Process

Sequence initiatives for maximum ROI and organizational fit

Phase implementation: High-ROI and low effort projects prioritized first

Deep dives into the top opportunities with defined KPIs and value cases

Layer in timing, dependencies, and resource requirements

Outcomes

A phased rollout plan that builds momentum and sustains transformation

Clear sequencing of initiatives to minimize risk and maximize ROI

Defined business cases showing cost savings and revenue uplift

A data-backed case that gives leadership clarity, confidence, and alignment

AI Audit and Strategic Planning

AI Audit and
Strategic Planning