Leadership interviews
What you're trying to achieve, where the pressure is, and what's already been tried.
Services · Start here
AI Assessment & Roadmap
In about two to four weeks, we map how your business actually works, find every place AI could help, size each one, and tell you which ten to ship first.
What's included
Grounded in your business, not a template.
Role-by-role mapping
The real daily work of each role across your departments, including the workarounds.
Data and systems review
What your existing systems hold, how clean it is, and what AI can reach safely.
A ranked opportunity map
Every opportunity sized, with build-vs-buy calls, risks, and a top 10 to ship first.
The method
From people to a ranked list, in five steps.
- 1
Personas
We identify the roles that carry your business, from leadership to the front line.
- 2
Daily work
For each role, we map what they actually do all day, where time goes, and where things wait.
- 3
AI's role
For each task, we decide what AI could do: draft, answer, check, flag, or do it outright with a human approving.
- 4
Size
Every opportunity gets an honest size, a build-vs-buy call, and the risks to plan for.
- 5
Top 10
We rank by value and effort, and pick the ten to ship first, with the first build recommended.
The sizing scale
Every opportunity gets a size you can plan around.
| Size | Typical duration | What it usually looks like |
|---|---|---|
| S | 1–3 weeks | A focused assistant or automation on one task, using data you already have in one system. |
| M | 1–2 months | An agent or integration that touches a few systems and a handful of roles. |
| L | 3–6 months | A cross-department capability with new data plumbing, governance and training. |
| XL | 6+ months | A program that changes how a core part of the business runs, delivered in stages. |
Timeline
About two to four weeks.
- KickoffLeadership interviews and agreeing which roles to map.
- DiscoveryRole interviews and the data and systems review.
- AnalysisOpportunities written up, sized and ranked.
- ReadoutWe walk your leadership team through the map and the roadmap.
The length depends mostly on how many roles and departments we map.
What you walk away with
Deliverables
- The AI opportunity map: every opportunity, sized S to XL, with build-vs-buy calls and risks.
- A 90-day roadmap: what to do first, second and third, and who owns it.
- A leadership readout: the findings, presented to your leadership team.
- A first-build recommendation: the one to start with, and why.
The map is yours. You can build with us, with your own team, or with anyone else.
Opportunity Map preview
See three AI opportunities in your business
Describe your business in a sentence or two. You'll get three sized opportunities in the same format the full Assessment uses.
In practice
One Assessment, 46 opportunities.
For a B2B distributor, we mapped 11 roles across 8 business areas and sized 46 AI opportunities, with a top 10 to ship first. Work on the first build began a week later. Read the full story.
FAQ
Common questions
How much of our team's time does it take?
Mostly interviews: about an hour with each leader and with a few people in each role we map, plus a short session with whoever knows your systems. We work around your calendar.
Do we need clean data first?
No. The data and systems review tells you what's usable today and what isn't. Plenty of good first builds work with the data you already have.
Will you only recommend things you can build?
No. Every opportunity gets a build-vs-buy call. If an off-the-shelf tool does the job, the map says so.
What if we already have AI projects running?
Good. We fold them into the map and size them alongside everything else, so you can see which ones deserve more investment and which don't.
How is it priced?
Assessments are fixed-fee. Builds are scoped and priced after the assessment. Advisory is a monthly retainer.
Find out where AI pays off before you spend on it.
Thirty minutes with Daniel. No pitch deck: you talk about your business, I tell you honestly where AI fits and where it doesn't.