Introduction
Every organization feels the pressure to have an AI strategy. The challenge isn't whether AI can create value—it's identifying the problems it's ready to solve today, given where the organization currently stands.
Most AI initiatives fail because organizations skip steps. They chase advanced use cases before their teams know how to use basic tools. They attempt custom automation before mapping their processes. They build sophisticated systems before proving simpler workflows work.
"This methodology provides a structured approach to AI audits that meets organizations where they are and builds capability sequentially."
Where AI Creates Value
AI excels in two distinct sweet spots, mapped across two dimensions: cognitive load and repetition.
Should we use an agent?
Can be solved with traditional automation, rules, or simple decision trees
Requires reasoning across different inputs, adapting to new information, or understanding nuanced context
Single data source or limited, well-structured inputs
Multiple, diverse data sources that need integration and contextual understanding
Static process with infrequent changes
Process that benefits from learning and adaptation over time
Identifying Organizational Readiness for AI
The Tier Framework
Organizations fall into three tiers based on AI readiness. Progression is sequential—you can't skip steps.
Foundation
Tier 3Start here
Little to no systematic AI adoption
Get teams proficient in off-the-shelf tools (ChatGPT, Claude, etc.) through structured education
High tool adoption, demonstrated proficiency, measurable time savings on individual tasks
Automation
Tier 2Requires Tier 3
Teams are proficient in tools and processes are mapped
Build bespoke workflows for low-cognition, high-repetition processes
Documented time savings, consistent quality, team trust in AI-assisted workflows
Enhancement
Tier 1Requires Tier 2
Automation workflows running successfully with organizational trust
Build custom software that enhances high-cognition workflows
Improved analysis quality, faster insights, AI viewed as essential thought partner
What We Deliver
We are your AI transformation partner. Our engagement covers the full journey from assessment through implementation.
We move fast and deliver clarity.
Our audits run 30, 60, or 90 days depending on scope—not months of strategy work that sits on a shelf. We identify your highest-value AI opportunities, quantify the ROI, and build an implementation roadmap you can act on. Every engagement delivers a focused AI Adoption Report with a technical appendix your team can execute independently or hand back to us to build.
Discovery & Assessment
Pinpoint workflow challenges, measure business impact, and gauge organizational readiness for AI through surveys, interviews, and stakeholder analysis.
Workflow Mapping
Document end-to-end processes across your organization, classify by cognitive load and repetition, and identify high-value AI opportunity zones.
Education Program
Bespoke curricula, hands-on workshops, and online modules that upskill teams on AI tools with user-level tracking and compliance monitoring.
Process Automation
Build custom workflows for high-repetition tasks, connecting AI capabilities to your existing systems with human-in-the-loop validation.
Enhancement Systems
Develop custom software that augments complex analysis and decision-making, pulling from organizational context and institutional knowledge.
Strategy & Roadmap
Deliver a prioritized implementation plan with clear milestones, success metrics, and accountability structures.
Applying the Framework: The AI Audit
Discovery
Surveys
Deploy to 20-30 employees across functions. Capture current AI usage, weekly tasks, time spent, pain points, and perceived opportunities.
Interviews
6-12 stakeholders, 30 minutes each. Half executives (priorities, dynamics), half operators (hand-picked from surveys). Go deep on pain points and quantify everything.
Dollarized Annoyance Score
Frequency × Time × Cost = Priority Score
Workflow Mapping
Collaborative sessions with each team to document core workflows end-to-end.
For Each Workflow, Capture:
Classify each workflow by cognitive load (low/medium/high) and repetition (high/medium/low). This maps directly to tier opportunities.
Sample Workflow Audit — Acme Corp Q1 2025
Process Assessment, ROI Analysis & Implementation Roadmap
| Process | Owner | Current State | Future State | Hrs/Wk | $/Year | Headcount | ROI | Tools Required |
|---|---|---|---|---|---|---|---|---|
Vendor Invoice OCR & Data Entry AP Team processes 200+ invoices/week manually | Sarah Chen Accounts Payable | Manual PDF review, copy/paste to NetSuite, 3-touch verification | Auto-extract via n8n + OCR, validate totals, human approve exceptions only | 12 | $31,200 | -0.5 FTE | 94 | n8n, OCR.space, NetSuite API |
Inbound Lead Scoring & Routing SDRs manually qualify 50+ leads/day from forms | Mike Torres Sales Development | SDR reviews each lead, researches company, assigns score, routes to AE | AI scores on submission, enriches via Clearbit, auto-routes hot leads to AE calendar | 8 | $20,800 | Realloc | 87 | Zapier, HubSpot, Clearbit, Claude API |
Support Ticket Triage & Initial Response L1 agents categorize and draft responses for 100+ tickets/day | Lisa Park Customer Support | Agent reads ticket, categorizes, searches KB, drafts response manually | AI classifies intent, retrieves KB via RAG, drafts response for agent review | 20 | $52,000 | -1.0 FTE | 91 | n8n, Zendesk, Pinecone, Claude API |
Sales Call Summary & CRM Update AEs spend 15 min after each call updating Salesforce | James Wilson Enterprise Sales | AE listens to recording, writes notes, updates opportunity fields manually | Gong transcript → AI extracts action items, objections, next steps → auto-updates SFDC | 10 | $39,000 | Realloc | 89 | Zapier, Gong API, Salesforce, Claude API |
Contract Clause Risk Flagging Paralegal reviews 20+ contracts/week for non-standard terms | Amanda Reed Legal Operations | Paralegal reads full contract, compares to playbook, highlights deviations | AI scans for 47 risk clauses, flags deviations with severity, attorney reviews flagged only | 15 | $58,500 | Realloc | 76 | Claude API (200K), Custom App, DocuSign |
Weekly Ops Report Compilation Ops manager pulls data from 6 systems every Monday | David Kim Operations | Manual exports from CRM, support, finance; copy to slides; write narrative | Scheduled workflow pulls all metrics, AI generates executive narrative, emails at 8am | 4 | $10,400 | — | 85 | n8n, Salesforce, Zendesk, Xero APIs |
Resume Screening & Shortlisting Recruiter reviews 100+ resumes per open role | Jennifer Liu Talent Acquisition | Read each resume, compare to JD, score manually, add to ATS with notes | AI parses resume, scores against JD requirements, ranks candidates, recruiter reviews top 20% | 12 | $31,200 | Realloc | 82 | n8n, Greenhouse API, Claude API |
Blog-to-Social Content Repurposing Content team manually creates 4 social variants per post | Rachel Green Content Marketing | Writer reads post, drafts LinkedIn/Twitter/IG versions, schedules in Buffer | On publish, AI generates platform-optimized variants, queues for approval in Buffer | 6 | $15,600 | — | 88 | n8n, WordPress, Buffer, Claude API |
Strategy and Roadmap
Prioritize opportunities by value, feasibility, and tier alignment. Build a phased roadmap:
| Focus | Activities |
|---|---|
| Tier 3 | Tool deployment, education, quick wins |
| Tier 2 | Automation projects by ROI/effort |
| Tier 1 | Enhancement systems |
Audit Deliverables
Workflow Map
Visual documentation of all workflows, classified by cognitive load and repetition, with AI opportunity zones identified.
AI Strategy Document
Tier assessment, priority initiatives, and phased build plan (short/medium/long-term) with owners and dependencies.
Goals and Success Metrics
KPIs by tier, reporting cadence, and accountability structure.
Education Program
Education is critical to Tier 3 success and ongoing adoption. Our program includes:
In-Person Sessions
Fundamentals workshops, role-specific deep dives, advanced prompting, and champion training.
Online Modules
Self-paced core curriculum and role-specific tracks with assessments.
User-Level Tracking
Completion rates, proficiency scores, and compliance monitoring by individual.