Frame the decision
Name the problem, owner, success criteria, boundaries, and why the workflow matters.
Where Is The Work Getting Stuck?
Find the repetitive work, unnecessary handoffs, disconnected systems, and hidden processes slowing your team down, then uncover where there's an opportunity to work better.
Workflow Automation
Know whether to build, pilot, or stop.
We review one important AI workflow before you spend on software, tools, or implementation, then give you a clear next step.
- One important workflow reviewed in plain language
- Value, owner, risk, examples, systems, and readiness
- A decision before implementation spend
How the diagnostic works
We frame the decision, map the current work, shape the AI option, and define the next path.
Map the work
Document how the work happens today: steps, systems, handoffs, examples, and constraints.
Shape the option
Review where AI fits, where people review, what risks matter, and what would need to change.
Recommend the path
Define the scope boundary and the evidence needed to build, pilot, hand off, pause, or stop.
The decision you get
The diagnostic ends with one of these recommendations.
Recommendation
Build
Move forward when the problem, owner, data, review path, and value are clear.
- Access boundaries
- Human review
- Implementation plan
Recommendation
Clarify
Close gaps in ownership, process, value, or risk before scoping a solution.
- Owner map
- Value and risk model
- Current-state review
Recommendation
Pilot or hand off
Run a small test or move the work to the team best equipped to own it.
- Readiness review
- Pilot scope
- Handoff path
Recommendation
Plan adoption
Plan the training, controls, and ownership needed for the workflow to stick.
- Team alignment
- Quality controls
- Workflow playbook