AI Transformation Assessment: A three-week map of where AI would and would not pay off in your business

Who it is for

Larger non-tech mid-market firms (roughly 50 to 500 staff) with real revenue and pressure to use AI but no strong internal team to sort hype from value: professional services, regional financial services, insurance, healthcare admin, logistics, and multi-location operators. A skeptical owner who wants an honest map before spending is the ideal buyer.

The problem

Leadership is told AI will change their industry, vendors pitch generic tools, staff experiment quietly with no guardrails, and there is no defensible view of which two or three uses of AI would actually pay for themselves in this business.

What you get

• +Two-week structured discovery: leadership interviews, process walk-throughs with staff, and a review of the existing tool and data landscape
• +A shortlist of candidate AI use cases, each scored for value, effort, data readiness, and risk
• +A written assessment report: ranked use cases, what not to do and why, and the honest state of your data
• +One top use case taken to a scoped build plan (interfaces, data needs, guardrails, rough timeline and cost)
• +Readout session with leadership, including the vendor-hype filter: which shelf tools already cover which needs

How it works

1. 01 Kick-off call

   A 30-minute call to scope the assessment: headcount, interviews, and which processes we walk through. Fixed fee agreed here.

2. 02 Weeks 1 to 2: discovery

   Leadership interviews, process walk-throughs with staff, and a review of your tool and data landscape.

3. 03 Week 3: score and write

   Use cases scored for value, effort, data readiness, and risk. You get the written report and one use case taken to a scoped build plan.

4. 04 Readout

   A session with leadership covering the ranked map, what not to do and why, and which shelf tools already cover which needs.