Workflow discovery + AI decisionService name: Integrated service
For teams that need discovery and the AI decision together
From understanding current work to deciding whether to test AI.
One team handles interviews, workflow selection, and the AI decision. Align stakeholder accounts, choose where to start, and define the conditions for a test in 15 business days.
What we need to beginYou know the affected team or problem area and up to five business and system stakeholders can join. A chosen workflow is not required.
Who this service is for
For teams that want the full process handled together.
Current work depends on individual experience
You do not want separate discovery and decision projects
Operators, managers, and system teams need alignment
The next action must be decided within three months
What you will know at delivery
Know which workflow to start with and the conditions for a test.
Choose a small test, internal build, external partner, process change, or stop, together with its conditions and owner.
Choose another service when
The workflow, owner, and rough metrics are all known
You want to stop after workflow discovery
You expect a prototype or production build in 15 days
Stakeholders cannot join interviews or reviews
What you receive
Receive workflow discovery and the decision in one brief.
If process standardization should come before AI, we document that conclusion rather than forcing an AI recommendation.
01
Priority workflow and rationale
02
Map of roles, steps, exceptions, and owner
03
Current figures and missing measurements
04
Tasks AI may assist and decisions people retain
05
Data handling, safeguards, and fallback
06
Value, 90-day plan, and test pass or stop conditions
From first call to delivery
We examine AI only after understanding current work.
1
Confirm the problem area
Agree the deadline, stakeholders, candidate work, and constraints.
2
Interview up to five people
Ask about steps, exceptions, ownership, and missing metrics.
3
Choose the priority workflow
Decide whether to assess AI or standardize work and data first.
4
Choose the next action
Agree scope, value, risk, and test conditions.
What we need from you
Provide only what already exists.
60-minute kickoff
Up to five interviews of 45–60 minutes
Available procedures, forms, screens, and aggregates
60-minute workflow and priority review
60-minute decision readout and factual review
What is not included
Development and outcome guarantees are not included.
Code, prototype, integration, and production changes are separate
If discovery shows missing prerequisites, we do not force an AI decision
No guarantee of savings, revenue, accuracy, compliance, or test success
No sensitive data, credentials, or production write access