The Assessment
Everyone in your company is using AI. Almost nobody is using it for leverage.
Someone in finance uses it for formulas. Someone in sales drafts emails with it. Someone in ops summarizes meetings. Different tools, different models, no standard, and nobody checking whether the results are right. Usage is not readiness. The assessment finds where the hours are hiding, trains your team on the use cases that matter, and hands you a roadmap for the rest.
45 minutes. One report your team builds by hand. We show it drafting itself.
The commitment
back per executive, per week, at minimum
Before the roadmap
delivered inside the 90 days
The output
the right models, the right projects, in the right order
What the assessment does
Five things, in 90 days.
01
Cross-train.
Every interview runs as a live screen-share. We show each person how AI applies to their own work while we learn how the work gets done. The team gets better during the assessment, not after it.02
Show the right use cases.
High-leverage, efficient with tokens, producing results someone can actually trust. Not a hundred possibilities. The ten that matter for your business.03
Find the bottlenecks.
Where work waits on a person, a spreadsheet, or a report that takes three days to build. Those are the hours.04
Streamline the reporting decisions depend on.
The weekly numbers, the utilization view, the board deck, the forecast. Automated, standardized, and right.05
Build the roadmap.
Which models for which work. Which projects first. Sequenced into quick wins and strategic builds, with the platform and licensing decisions made.
Where the ten hours come from
Ten hours a week, per executive. That is the floor.
Financial analysis that took an afternoon takes twenty minutes. Reporting that was assembled by hand every Friday drafts itself. Working through a market segment, a competitor, or a customer list happens in the background and returns a shortlist. Research that used to mean a week of reading becomes a brief.
We have run this across law firms, event companies, agricultural technology, and B2B services, and the pattern holds: the hours come back first, then the roadmap pays for itself. The one thing we commit to is the floor. Most teams clear it in the first month.
How it runs
90 days. Fully virtual. Built from your real work.
We start with your org chart and your existing reports, dashboards, and templates. We interview leadership and the people who actually produce the work, across finance, sales, operations, and delivery. Findings are synthesized against your actual data, not a generic maturity model. The roadmap is presented to your leadership team. The quick wins land in the middle, not at the end. Every recording, transcript, and finding is yours.
The questions everyone asks.
Leadership and the functional leads who produce the work, typically across finance, business development, operations, and delivery. We would rather interview the person who builds the Friday report than the person who reads it.
You choose. The roadmap names the builds. We can deliver them, your team can, or we can do it together. The roadmap is written so that any of those work.
No. If usage is scattered, the assessment sets the standard. If you are starting from zero, it sets the standard from the beginning.
What comes next.
The roadmap names the builds. Most clients start one within 30 days of the presentation. Some run it with their own team. Both are fine. The point of the assessment is to make that decision an informed one.
Find the ten hours.
One report. 45 minutes. Watch it draft itself, then decide.