Services · Discover · 2-4 weeks

Workflow Discovery Assessment

Operations leaders who need to know what AI should run first

Start where the work is. One department, read whole, measured in hours and dollars, so the first build is the one that pays.

Book the 15-minute call M-10 · the department read whole

Outcomes

01One department's real work, measured in hours and dollars
02Workflows ranked by return, not by opinion
03A clear first build with a business case behind it
01 · Where do you even start?

We read the work. Not the org chart.

02 · The ranking

Ranked by what it costs. Not by who shouts.

03 · The pinpoint

This one. We start here.

Where this sits on the line

Acts on · Your systems · Your people

How the work becomes governed AI: your systems and your people, knowledge agents can use, governed agents and runbooks, a measured return, governance under every stepAI AND DATA GOVERNANCE UNDER EVERY STEP · TECHNOLOGY-AGNOSTIC · NO LOCK-IN01 Your systems02 Your people03 Knowledge agents can use04 Governed agents and runbooks05 A measured return
The method as one line: your systems and your people, knowledge agents can use, governed agents and runbooks, a measured return, governance under every step01Your systems02Your people03Knowledge agents can use04Governed agents and runbooks05A measured returnAI AND DATA GOVERNANCE UNDER EVERY STEP

This is the first stop on the line: your systems and your people. Everything after it is built on what we find here.

Next: Discovery to Intelligence Where it all leads: the North Star

Deliverables

The Workflow Ledger: every workflow, its cost, its owner
Ranked automation candidates with expected return
Governance and data-readiness findings
A scoped plan for the first governed build
Testimonial slot · a verified quote for this step (E10)

Questions about this step

A Workflow Discovery Assessment takes two to four weeks for one department. A governed build of the first workflow takes about six weeks, plus thirty days of support.

Mid-market service businesses and franchise systems. We usually work with the leader who owns operations and answers for the outcome.

Ready to Make AI Work for Your Organization?

Fifteen minutes about workflow discovery assessment. A few questions first, so the call is never cold.

Book the 15-minute call