Services
AI/Automation Opportunity Audit
Build your first 90-day AI roadmap with clarity on ROI, delivery requirements, and execution guardrails. Perfect for founders and operators who need an evidence-backed plan before committing budget.
What you receive
- Executive briefing deck with KPI and ROI models
- Current-state systems map plus data lineage
- Prioritized opportunity backlog scored with RICE
- Quick-win playbook (≤30 days) with level of effort
- Risk notes, guardrails, and vendor gap analysis
- Implementation roadmap with timeline and owners
Proof from recent audits
- SaaS co. reduced onboarding from 12 to 4 days by automating identity checks
- Revenue operations team reclaimed 40% of manual effort with AI-assisted workflows
- Customer support org improved CSAT 12 points with secure agent copilots
How the audit runs
Week 0
Discovery & kickoff
We align on objectives, stakeholders, metrics, and access in a 60-minute session.
Week 1
Interviews & system review
Structured interviews with operators, analysis of tools, data flows, and security posture.
Week 2
Synthesis & roadmap
We model ROI, stack implications, and operational checkpoints before sharing draft outputs.
Week 3
Executive playback
90-minute workshop to review recommendations, quick wins, and next-step options.
What happens next
We can stay on to lead delivery (via retainer or project pods) or equip your internal team with backlog, playbooks, and vendor recommendations. Either way, you leave with clarity on priorities, costs, and the operating guardrails to move fast responsibly.