Diagnostic
Where can AI safely improve real work — and what should you pilot first?
A focused 2–3 week diagnostic that helps you identify where AI can safely improve real workflows, what needs human review, and which 2–3 opportunities are worth piloting first. You get a practical opportunity map, Control Lanes classification, 30/60/90-day adoption roadmap, and executive readout grounded in your actual operations.
| Duration | 2–3 weeks |
| Segments | SMB, Mid-Market, Enterprise |
| Engagement | Fixed-fee diagnostic scoped to workflows, stakeholders, and decisions involved |
What You Get
Your current state across workflow, data, governance, capability, and measurement — with clear strengths, gaps, and constraints.
A practical map of where AI can improve real work, not a generic list of AI ideas.
Recommendations for where AI can operate autonomously, where human review is required, and where work should remain human-only.
The top 2–3 AI opportunities worth piloting first, based on value, feasibility, risk, and adoption readiness.
A practical adoption roadmap with next steps, owners, sequencing, and an executive readout.
Control Lanes in practice
Each opportunity is broken into the decisions AI would touch, and each decision gets its own lane. In this example, AI may classify damage photos on its own, a person reviews every fraud flag and repair estimate before action, and declining a claim stays fully human. The record also keeps the reasoning that led to AI, and the before-and-after measures for the pilot.
Example record for Harbor Lane Insurance, a fictional sample client.
How It Works
The diagnostic is designed to move quickly from uncertainty to a practical decision: where AI belongs, what needs human review, and which pilots are worth pursuing first.
Align on the business decision the diagnostic needs to support. We confirm the priority workflows, stakeholders, current pain points, adoption constraints, and criteria for what makes an AI opportunity worth pursuing.
Outputs: Diagnostic scope, stakeholder map, workflow shortlist, decision criteria.
Review how work actually flows today. We look at workflow steps, handoffs, data availability, governance needs, current tools, exception paths, and where human judgment is required.
Outputs: Workflow observations, readiness snapshot, constraint list, adoption risks.
Turn findings into practical AI opportunities. Each candidate is classified using Control Lanes: where AI can act autonomously, where human review is required, and where work should remain human-only. Opportunities are prioritized by value, feasibility, risk, and readiness.
Outputs: Opportunity map, Control Lanes classification, prioritized pilot candidates.
Deliver a clear executive recommendation. You get the readiness snapshot, opportunity map, top 2–3 pilot recommendations, and a 30/60/90-day adoption roadmap that shows what to do next.
Outputs: Executive readout, pilot recommendations, 30/60/90-day roadmap, next-step options.
Who This Is For
Organizations that know AI has potential but need a practical, defensible answer to where to start — grounded in real workflows, human review needs, and pilot-ready opportunities.
Already mapped a value stream with us? The value stream map becomes the diagnostic's starting point for how work flows today.
Most clients start with a fixed-fee diagnostic scoped to the workflows, stakeholders, and decisions involved.
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