Service / S-01

Where AI pays — and where it doesn't.

A 2–3 week diagnostic that maps every workflow touching unstructured input, scores them on cost, frequency and risk, and returns a 90-day roadmap. The deliverable is honest: sometimes the answer is "not yet" or "not for that workflow." We tell you anyway.

Start an assessment See the process
Duration
2–3 weeks
Format
Fixed fee
Output
Roadmap doc
Next step
Optional
/ Deliverables
What you walk away with

Six artifacts. One decision-ready document.

D-01
Workflow heatmap

Every workflow that touches unstructured input — emails, PDFs, calls, forms — scored on cost, volume, automation feasibility, and downside risk.

D-02
ROI model

Three top candidates modeled in detail — current cost, automatable share, expected recovery, payback period, and sensitivity ranges.

D-03
90-day roadmap

The sequence: which workflow first, what gets shipped in weeks 1–4, 5–8, 9–12. Dependencies, owners, and decision gates.

D-04
Risk register

Where AI introduces new risk — hallucination surface, data exposure, accountability gaps — and how each is contained.

D-05
Tooling map

Recommended stack for your size and verticals: which models, which orchestration, which integrations. Vendor-neutral.

D-06
Governance starter

Draft policies for AI ownership, data handling, output review, and escalation. Tailored, not boilerplate.

/ Process
Three phases

Discovery → modeling → roadmap. Then you choose.

01
Week 1

Discovery

Working sessions with operations, finance, and the people doing the actual work. We watch real workflows, count the time, sample the inputs, and identify where unstructured data sits in the cost line.

→ Workflow inventory + cost baseline
02
Week 2

Modeling

We pick the top 3–5 candidates and model them properly. Volume × time × loaded rate, with realistic automatable share — not the vendor pitch number. Sensitivity tested across reasonable bounds.

→ ROI model + risk register
03
Week 3

Roadmap

Full read-out with the leadership team. Sequenced 90-day plan, governance starter, tooling recommendation. You leave with a document you can act on with us, with someone else, or with no one.

→ Decision-ready roadmap
/ Diagram
Where it sits

Strategy is the entry point. Everything else flows from here.

SYS // 01
INPUTS Workflows Email · PDF · Forms Calls · Approvals S-01 // STRATEGY Diagnostic → Roadmap 2–3 weeks · fixed fee vendor-neutral output Build with us → S-02 / S-03 / S-04 Build with someone else → Take the doc & go Don't build yet → Honest answer included
Investment
From $12kCAD · fixed fee · 2–3 weeks

Final fee depends on scope — number of workflows reviewed, stakeholders involved, and depth of ROI modeling. We quote on the kickoff call.

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