AI Workflow Diagnostic

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.

Team working together in an AI implementation planning session
  • One important workflow reviewed in plain language
  • Value, owner, risk, examples, systems, and readiness
  • A decision before implementation spend

AI workflows that save team time

JMARK: time sheet review

Reviews weekly time sheets against business rules so managers spot issues faster and spend less time on routine review.

Chordoma Patient Navigator

Helps staff answer patient navigation questions from approved source content, so responses come back faster and more consistently.

SGF Trip Assistant

Answers visitor questions from approved trip content so the team saves time and the public gets reliable answers.

View the assistant

Diagnostic snapshot

Save time & build safely.

We check value, risk, ownership, evidence, and readiness before your team commits to implementation.

Best for

Leaders weighing a workflow that affects cost, quality, speed, or risk.

What we review

Problem, owner, steps, examples, systems, rules, value, risk, and human review.

What you get

A recommendation to build, pilot, hand off, pause, or stop.

For workflow automation that makes your company faster, better, and safer.

Good fit

  • A repeated workflow affects cost, quality, speed, or risk.
  • A leader can sponsor the decision.
  • The team can share examples, edge cases, systems, rules, and quality standards.
  • The recommendation will shape investment, ownership, or timing.

Usually not a fit

  • The main need is a keynote, broad AI inspiration session, or generic tool training.
  • The workflow lacks an owner or examples we can review.
  • A chatbot is the main need, but ownership and quality standards are unclear.

After the diagnostic

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

Diagnostic process

How the diagnostic works

We frame the decision, map the current work, shape the AI option, and define the next path.

  1. 1

    Frame the decision

    Name the problem, owner, success criteria, boundaries, and why the workflow matters.

  2. 2

    Map the work

    Document how the work happens today: steps, systems, handoffs, examples, and constraints.

  3. 3

    Shape the option

    Review where AI fits, where people review, what risks matter, and what would need to change.

  4. 4

    Recommend the path

    Define the scope boundary and the evidence needed to build, pilot, hand off, pause, or stop.

Use the diagnostic when a workflow could affect cost, quality, speed, or risk.

Request a Diagnostic

Diagnose the workflow before you build.

Tell us the workflow, owner, and what would improve if the decision were clear.

Start with the workflow decision

Diagnose an AI workflow.

Share the workflow, who owns it, and why the decision matters. We'll check whether it is ready to build, pilot, hand off, pause, or stop.

After you submit, we'll review the workflow and follow up with the right next step.