Available as a standalone engagement or as the foundation of a FLEX engagement.
Who should consider it
For leaders choosing initial AI use cases, evaluating stalled pilots, or preparing teams to adopt AI across functions.
What we look for
Manual work that may benefit from AI, scattered experiments, unreliable data, unclear ownership, and uncertainty about security or integration.
Evaluation dimensions
Business value and use cases; data quality and access; technology and integration; cybersecurity, governance and risk; workforce skills and adoption.
How we gather evidence
Interview business, technology, security, and operations leaders. Survey prospective users, trace candidate workflows, and review representative data, integration constraints and existing controls.
What you receive
Readiness scorecard, ranked opportunities, risk considerations, and an adoption roadmap with accountable owners and pilot criteria.
Priorities and potential benefits
Compare value, data readiness, integration effort and risk. Estimate time saved or capacity recovered using current volumes and handling times, then validate the assumptions in a controlled pilot.
How it connects to FLEX
Form establishes readiness and use-case priorities. Learn prepares staff and owners. Execute tests a controlled pilot and its measures. Expand extends practices that meet agreed criteria.
The shared Form method
Survey
Collect structured input across organizational levels and functions. Identify recurring concerns, perceptions, readiness, capabilities and improvement opportunities.
Interview
Speak with executives, managers, employees and relevant specialists about business goals, current practices, constraints and expectations.
Observe
Examine actual workflows, team interactions, decisions, handoffs and tools. Review representative performance data and relevant business records.
Analyze and Validate
Triangulate survey findings, interviews, observation and operational data. Identify root causes, validate conclusions with stakeholders and establish a reliable current-state baseline.
Recommend
Turn validated findings into actionable recommendations. Prioritize by business value, estimated cost, effort, risk, dependencies and supporting evidence.
Assessment deliverables
- Current-state assessment
- Organizational capability or readiness scorecard
- Validated findings and root causes
- Prioritized improvement opportunities
- Estimated benefits and explicit assumptions
- Actionable recommendations
- Implementation roadmap
- Proposed success measures