Workflows + Where Time Goes
Interviews with the people doing the work and a step-by-step map of your core processes, with the handoffs, re-keying and waiting that eat the hours made visible.
AI readiness assessment: know what to build before you spend.
Overview
An AI readiness assessment is a fixed-price, fixed-scope review of your business that answers one question: where will AI actually pay, and are you ready to build it? We map how the work really gets done, check your data, systems, people and risk, and finish with a ranked, costed list of AI opportunities in the order we would build them. It is for owners, executives and boards in the US, Australia and New Zealand who know AI matters but do not want to buy tools or fund a programme on a hunch.
It is the same work as our AI opportunity audit, packaged as one engagement with one defined deliverable. Each stage is a service in its own right: workflow mapping, opportunity scoring, vendor and model selection, and the costed AI roadmap. The assessment runs them in sequence, so the recommendations come from people who design, ship and operate production AI systems, and who know what each one takes to build.
How it works
How the assessment works
Four areas of your business are assessed, every candidate use case is scored on the same criteria, and you finish with a ranked, costed list in the order we would build it.
What we assess
Workflows + where time goes
Data + systems
Team readiness
Risk + governance
Scoring
Opportunity scoring
Return, feasibility and risk
The reasoning shown next to each score
What you get
Costed, sequenced shortlist
In the order we would build them
Findings you own
Build with your own developers, another vendor or us
Capabilities
What we deliver
Data + Systems
An inventory of the tools, spreadsheets and systems each process touches, where the data lives, how clean it is, and whether a model could reach it without a rebuild first.
Team Readiness
An honest read on who would use, own and maintain each system, what skills and habits are already in place, and what adoption will need so a build does not stall after launch.
Risk + Governance
What any model may see and do, which decisions need a human in the loop, and the guardrails required on privacy and data handling, sized to your business rather than an enterprise checklist.
Opportunity Scoring
Every candidate use case scored on the same criteria: return, feasibility and risk. The reasoning is shown next to each score, so the ranking can be questioned, not just accepted.
Costed, Sequenced Shortlist
The ranked opportunities priced at high level and ordered into a delivery sequence, so the first build is small enough to ship fast and strong enough to make the case for the next.
Go deeper
Specialist services
Each one can run on its own or as part of a wider engagement.
01Workflow MappingThe first stage of the assessment: how we document the process as it is really run before anything is recommended.Learn more02Opportunity ScoringThe method behind the ranking: return, feasibility and risk, with fixed criteria set before the candidate list is seen.Learn more03Vendor + Model SelectionIndependent advice on which model, platform or off-the-shelf tool fits each shortlisted opportunity, with no reseller margins.Learn more04Costed AI RoadmapWhere the shortlist becomes scoped build briefs, phased to your budget and ready to hand to any competent builder.Learn more
Use cases
Where it pays for itself
- 01
The board wants an AI position
There is a mandate but no plan. The assessment turns it into a ranked, priced list of builds with the risks stated, in plain English a board can question and approve.
- 02
A pilot stalled
A tool was bought or a pilot ran and nothing stuck. We find out whether the problem was the use case, the data, the fit with the team or the tool, and re-sequence around a build that earns its keep.
- 03
Before you buy an AI tool
A vendor is promising a lot. Assessing the workflow, data and alternatives first stops you paying for capability you will not use, or automating a process that is already broken.
- 04
No idea where to start
Everyone has an idea and nobody agrees which comes first. A shared scoring model replaces opinion with a single order of work.
- 05
Budget season
Finance needs a number for AI this year. The assessment gives a costed shortlist and a sequence you can phase into a forecast.
Case studies
Live systems, real-world application
Finance operations agent
Reconciliation Agent
An agent that reads live bank transactions, matches every credit against outstanding invoices, records the payments and flags exceptions for human review. Real money and real ledgers, reconciled automatically.
CRM + lead operations
Sales Agent
A chat-commanded agent that reconciles new leads into the CRM, cleans up duplicate and stale records, recommends which leads to contact next, summarises what each one actually wants, and manages opportunities through the pipeline end to end.
FAQ
Frequently asked
01How long does an AI readiness assessment take?
It depends on how many processes and teams are in scope, so we fix the timeline when we scope the work, before anything starts. A narrow assessment of one core process is quicker than a full operational review across several departments, and you will know which one you are buying up front.
02What do you need from us?
Time with the people who actually do the work, and access to the systems and spreadsheets their processes touch. You do not need to prepare documents or have a technical team. We interview your people in their own language and do the translation into systems ourselves.
03How much does an AI readiness assessment cost?
It is a fixed-price piece of work with a defined deliverable. The price depends on scope, so we set it after a short discovery call about your business and the processes you want reviewed. Ask for a quote when you get in touch.
04How is this different from a full costed AI roadmap?
The assessment ends in a ranked shortlist: every opportunity scored on return, feasibility and risk, priced at high level and put in a delivery order. A full costed roadmap goes further, turning each item into a scoped build brief with cost ranges, payback and phasing matched to how you fund projects. We agree at scoping whether the roadmap is included or follows as a next step.
05What happens after the assessment?
You own the findings and decide what to do with them. Some clients take the shortlist to their own developers or another vendor. If you want us to build, the same people who did the assessment deliver the work, starting with the first item in the sequence.
Start here
- What you get
- A straight answer on whether AI pays off in your business, and what it would take.
- Office
- 2 Wakefield Street, Auckland CBD, Auckland 1010, New Zealand
- Response time
- Within one working day
Start here
Know what to build first. Book your assessment.
30 minutes, no pitch deck, no obligation. Tell us what's eating your team's time and we'll tell you straight whether AI is the answer, and roughly what it would take.