Offering · AI workflow review
Choose the right workflow before you fund a build.
We work with you to pick one workflow, agree who owns the result and measure today’s baseline, so the case for AI is clear before any build budget.
Call when
- You have AI ideas, but no agreed first case or owner.
- Several teams want different pilots, and you can fund one.
- A sponsor needs a case that finance and risk will accept.
You get
- A workflow and decision map: users, boundaries, sources and permitted actions.
- Definitions and known-answer examples that expose ambiguity early.
- A baseline that separates recovered capacity, operating cost and cash benefit.
- A proof plan with acceptance criteria, stop conditions and an owner.
How it runs
- Length
- 2 to 3 weeks.
- You bring
- One candidate workflow, an accountable business owner, the source material we may use, and time with the people who do the work.
- It ends with your decision
- Prove the workflow, fix a specific foundation first, reshape the idea or stop.
- Fee
- Fixed fee per phase, stated in a written proposal before you commit.
Choosing together
What makes a good first workflow.
We bring the questions and the evidence; you bring the knowledge of the work. The choice is yours.
Done often
People do it many times a day or week, so a better way of working shows up quickly.
An owner who can change it
Someone with authority over the process will answer for the result.
Sources that exist
The information is there, even if it is scattered across systems.
A bounded first slice
One product line, region or team, small enough to prove in weeks.
A baseline you can measure
Time, volume, rework or errors, measured before anything changes.
Fits how you make money
Where the business is a human relationship, such as advice through financial professionals, AI should strengthen the professional. Full autonomy there is a business model decision, not a workflow one.
Read next:
See how a first slice is framed for banks, insurers and other firms. The synthetic claims preparation example connects current and target work, a completed baseline, scope boundaries and dependency owners to the evidence plan and release decision. Its figures are invented, not client results.
Next step
Bring one workflow. Leave with a plan.
A free sixty-minute session with Richard to examine one workflow, what is blocking it and whether there is a useful next step.