The diagnostic

See the operating layerbefore you fund it.

The diagnostic turns AI uncertainty into an operating and investment decision: where the gap sits, where value can be created, what tools and systems can support it, what new technology may be warranted, and what a supervised first operating workflow should become.

2–4 weeks$25,000–$75,000

01 / Includes

Up to eight stakeholder interviews
AI opportunity and operations map: workflow, handoffs, owners, systems, constraints, and value hypotheses
Systems and technology map (industry systems, knowledge, operations, finance, Microsoft 365, adopted AI tools, and candidate new capabilities)
Access, data-readiness, and policy memo
Operating-layer blueprint and build / buy / partner recommendation
Ranked value cases and one bounded working slice
90-day roadmap, value measures, and investment range

02 / Out of scope

Firm-wide production rollout
Training a foundation model from scratch
Unsupervised use of live privileged files in third-party training
Professional advice or decisions (professional judgment stays with the client)

03 / Client must provide

A single internal sponsor and a workflow owner
Sandbox or redacted materials
System-context and access-boundary input
Parallel security questionnaire
4–6 hours of practitioner time to grade output

04 / Decision material

The diagnostic becomes
an AI investment decision.

At the end, the question is where AI can create the most value, which adopted and new technologies belong in the layer, what should move next, and how the return should be measured.

Operations map

See where value can be created.

A shared view makes handoffs, owners, sources, systems, adopted AI tools, candidate new technology, and constraints discussable in one place.

Layer blueprint

Define the value path.

The design shows the workflow route, retrieval and integration needs, access context, review point, evaluation approach, and the technology choices worth funding.

Working slice

Test the value.

The prototype is a controlled piece of the intended operation that tests the value case—not a detached demo or technology for its own sake.

90-day view

Measure the return.

The roadmap, value measures, and investment range show how the first layer can move toward a production workflow and the next operating priority.

Request a diagnostic

Begin identifying the opportunities.

You do not need a complete AI roadmap. We use the diagnostic to understand where value can be created, how adopted and new technology could support it, and what a supervised first workflow should become.