Get a ranked list of AI plays with ROI, risk and effort—ready to execute.
Ops, IT, Finance, and Compliance leaders at mid-market firms with stalled pilots or scattered AI experiments. Decision-makers who need clarity on where AI will deliver the fastest ROI.
15–30%
Identified in target processes through automation opportunities
20–40%
Potential in scoped workflows through AI augmentation
3–5
With effort, ROI, and risk scoring ready for execution
Quantified
Expected payback periods and investment requirements for each opportunity
Documented workflows, data sources, and integration points across target functions
Ranked list of AI opportunities with effort, risk, and expected return calculations
Prioritized roadmap with owners, milestones, and success metrics
Current performance metrics to track improvement against
Evaluation of data quality, accessibility, and integration requirements
Stakeholder interviews, data sampling, and KPI baseline measurement. We map current processes, identify pain points, and assess data availability.
Map opportunities to workflows and architecture. We score each opportunity on ROI, effort, and risk, then sequence them for maximum impact.
Pilot specification, success metrics, and governance gates. We define how to validate each opportunity and measure success.
2 weeks
From kickoff to final deliverable presentation
4–6 hours
Total stakeholder time across interviews and reviews
Light data pulls required: We work with sample data and existing documentation. No heavy data engineering needed upfront.
$10,000–$30,000
Fixed-fee diagnostic based on scope (sites, functions, complexity)
Each opportunity is mapped to specific Universal Chart of Accounts processes and their associated KPIs:
Cycle time
Cost per transaction
Error rate
Throughput
Forecast accuracy
SLA adherence
First-pass yield
Capacity utilization
Time-to-value
Customer satisfaction (CSAT)
Employee productivity
Data quality score
Tool-agnostic approach. We work with your existing systems and recommend solutions that integrate seamlessly.
Risk: Teams deploy AI tools without governance, creating security and compliance gaps.
Safeguard: We establish centralized policies, access controls, and approval workflows as part of the governance framework.
Risk: LLMs generate incorrect information, leading to business decisions based on false data.
Safeguard: We design evaluation harnesses, retrieval-only patterns for critical workflows, and human-in-the-loop checkpoints.
Risk: Sensitive data exposed through AI tools or training processes.
Safeguard: Clean-room data patterns, red-team security testing, and compliance validation (HIPAA, GDPR, SOC 2) before deployment.
Challenge: Manual warehouse picking processes causing delays and errors.
Solution: Identified 26% picking-time reduction opportunity via AI-powered slotting optimization and copilot SOPs for order fulfillment.
Impact: $180K annual labor savings, 15% improvement in order accuracy, faster same-day shipping capability.
Challenge: KYC (Know Your Customer) case preparation taking 4–6 hours per case.
Solution: Identified 35% faster case prep opportunity using retrieval-augmented document summarization and risk scoring automation.
Impact: $250K annual compliance team productivity gain, improved customer onboarding experience, reduced regulatory risk.
We triangulate from sample data pulls, industry benchmark ranges, and process analysis. We validate assumptions in stakeholder interviews and refine estimates. For pilot opportunities, we define success metrics to validate ROI post-implementation.
No. We start with available systems and define the minimal data path for each opportunity. Many high-ROI AI wins can be achieved with existing data sources. We'll identify data readiness gaps and sequence infrastructure improvements as needed.
We analyze what went wrong in previous attempts—often it's a mismatch between use case and technology, lack of change management, or insufficient data quality. We design opportunities that address these failure modes and include adoption strategies.
We use a weighted scoring model: ROI potential (40%), effort/complexity (30%), strategic alignment (20%), and risk (10%). We also consider dependencies and sequencing—some opportunities unlock others. Final prioritization is done collaboratively with your leadership team.
You receive a prioritized roadmap and can choose to implement opportunities yourself, engage us for implementation support (see Agent Workflow Design), or bring in our AI Governance team for compliance frameworks. No obligation to continue.
Yes. We include compliance considerations (HIPAA, FINRA, FDA, etc.) in our assessment and identify opportunities that meet regulatory requirements. We can also connect you with our AI Compliance & Governance service for deeper regulatory frameworks.
Clients typically see 5–10X return on the diagnostic investment within 12 months by implementing the top 2–3 opportunities. The diagnostic pays for itself by avoiding low-ROI initiatives and accelerating time-to-value on high-impact opportunities.
Book a 20-minute fit call to discuss your challenges and see if this diagnostic is right for your organization.
Last updated: November 2025