Understand the work
Examine the workflow, its consequences, the people involved and the evidence describing the current problem.
Choose the AI work worth doing.
Connect business priorities to a useful AI opportunity, an evidenced baseline and a practical decision about what to do next.
Strategy & readinessWHEN THIS IS USEFUL
The situation
You have competing ideas, pressure to adopt AI or uncertainty about whether the organization is ready to proceed.
The intended change
A prioritized direction with clear ownership, prerequisites and a bounded next step.
What the service covers.
Compare the options
Assess process correction, existing software, deterministic automation and AI against the actual need.
Make the next decision
Prioritize feasible use cases and identify the conditions for a scoped pilot, direct implementation or pause.
What an agreed engagement can produce.
| Deliverable | What it makes clear |
|---|---|
| Workflow and value baseline | The problem, its frequency and consequences, and the evidence still needed. |
| Prioritized opportunity register | Use cases with rationale, an outcome owner, dependencies and an evaluation approach. |
| Readiness and risk review | Data access, system dependencies, operating ownership and adoption considerations. |
| Decision and implementation brief | A recommended next step, agreed scope, acceptance criteria and unresolved prerequisites. |
Select and tailor the deliverables to the agreed scope, access, responsibilities and acceptance criteria.
What acceptance should establish
- The sponsor and workflow owner agree on the problem and intended outcome.
- The chosen option has a credible value mechanism and feasible prerequisites.
- The next step has a scope, accountable owner and observable acceptance criteria.
Make the work concrete.
A situation to examine
A team wants a knowledge assistant. First inspect what questions recur, whether the source material is current and whether users can already find it. The right next step may be better information ownership, a search improvement or a bounded AI test.
What to measure
Track the relevant baseline: time spent finding information, unanswered questions, exceptions or review effort. Establish the denominator and test conditions before projecting benefits.
Methods that support the work.
The service scope determines which methods, artifacts and review points are needed.
Questions about this service.
Do we need an enterprise-wide assessment?
Only when it supports the decision. A clearly understood, bounded problem can move directly into scoped implementation.
Will the recommendation always involve AI?
The options review can support a process change, configuration repair or ordinary automation when that best fits the need.
Define the next useful decision.
Agree on one business problem, its outcome owner and the evidence needed to choose the next intervention.