Assessment

AI workflow fit assessment.

Use one painful deal workflow to decide whether automation is worth pursuing, what should stay human-reviewed, and what a production sprint must prove before go-live.

Start with the workflow, not the tool.

The assessment looks at the source material, manual review path, security boundary, and output format before recommending a build.
01

Source Material

Which files, data rooms, evidence sets, exports, policies, contracts, or ERP tables does the workflow depend on?

02

Manual Review Path

Who prepares the first pass, who checks it, what errors matter, and where do senior reviewers lose time?

03

Security Governance

What data sensitivity, access rules, deployment boundaries, retention requirements, and audit expectations apply?

04

Output Fit

What should the system produce: issue list, workpaper draft, evidence queue, SQL-backed answer, memo, or dashboard?

What comes next

A practical recommendation before you fund the build.

We map the baseline, source boundary, reviewer path, acceptance criteria, and implementation risk, then recommend a production sprint, mapping first, or no build.

01

Workflow intake

Understand the bottleneck in detail

02

Sprint shape

Define baseline, sources, reviewers, and output

03

Next step

Production sprint, mapping first, or a no-fit answer

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Ready for a production decision

Know the workflow you want assessed?

Bring the files, systems, reviewers, current output, and the manual step that is costing time or margin.