Assessment
AI Readiness Assessment
Most companies jump into AI without a plan. You get an Automation Opportunity Map: candidate processes scored and ranked, with the first 2–3 builds named.
From demo to your map
Static frame of the scoring canvas, the same calm Opportunity Map language as the homepage, frozen at first wins.
Assessment flow
Four steps from scope to a named first-build list, aligned with Discover → Score → Build → Operate.
01
Scope
Confirm sites, systems, and decisions that drive the roadmap.
02
Discover
Map candidate processes with the people who do the work.
03
Score
Rate hours saved, error cost, data readiness, and difficulty.
04
Roadmap
Rank opportunities and name the first builds.
Sample Opportunity Map
Illustrative backlog, same axes and scoring language as the homepage demo.
| Candidate | Hours | Error cost | Data | Difficulty | Score |
|---|---|---|---|---|---|
| AP invoice extraction | High | Med | Ready | Low | 92 |
| RFQ draft assistant | High | Low | Partial | Med | 81 |
| Close variance commentary | Med | Med | Ready | Low | 78 |
| Knowledge base answers | Med | High | Partial | Med | 74 |
What you leave with
- Candidate process list across order-to-cash, procure-to-pay, operations, finance, and sales.
- Scores for hours saved, error cost, data readiness, and difficulty.
- A ranked roadmap with the first 2–3 builds called out.
- Notes on data or model work that must come first.
What we need
Interviews, sample documents, and a walkthrough of systems you already use. No clean warehouse required to start.
FAQ
What is an Automation Opportunity Map?
A scored list of candidate processes. Each is rated on hours saved, error cost, data readiness, and difficulty. You leave with a ranked roadmap and a clear first 2–3 builds.
Who should join the sessions?
Finance and ops leaders who own the pain (CFO, controller, VP Ops), plus one person who knows the systems and one who knows the work.
Do we need a clean data warehouse first?
No. We score data readiness honestly. Some wins run on documents and system exports. Others wait until a semantic model or document pipeline is ready.
Next step
Ready for the Opportunity Map?
Tell us about your operations, finance close, or portfolio company. We will confirm fit and schedule the assessment.