What to change first, how far to go.

We map the work and decide which steps AI runs and which people keep.

Format
On-site assessment · interviews
You receive
Assessment report · roadmap
Cost
Free through the report
ScanningComes inEmailExcelERPIntakeHUMANClassifyAIProduceAIVerifyAISendHUMANGoes outDocumentsOrdersReports

What we do

We decide what to change first and how far to hand it to AI.

AI adoption strategy

What first, how far

Security · governance

What leaves the building, first

Free through the report

First call · flow assessment · report

“No build needed” is a valid answer

Sometimes training is enough

Scan

Scroll and each step gets its verdict

Which steps AI runs, which people keep.

ScanningComes inEmailExcelERPIntakeHUMANClassifyAIProduceAIVerifyAISendHUMANGoes outDocumentsOrdersReports

Assessment first

The assessment decides how far to go

Four paths
  1. 01

    Digital first

    Paper, spreadsheets, manual

  2. 02

    + AI adoption

    Data exists, people do all the judging

  3. 03

    + AI training

    Tools bought but unused

  4. 04

    + Managed ops

    Needs tuning after launch

The report

The assessment report

Flow map · priorities · roadmap, in one document.

AX assessment report3 departments · 6 interviews · 12 tasks

Workflow — example: export paperwork

  1. Register offer
  2. Quote
  3. Cross-check
  4. Invoice · packing list
  5. Approve · send
AISteps the AI takes overPersonSteps a person keeps

Phased rollout plan

  1. 01Assess · scope
  2. 02Design · quote
  3. 03One pilot
  4. 04Expand
  5. 05Adopt · train
  6. 06Operate · improve

Automation candidates, ranked

CandidateImpactDifficultyVerdict
Auto-generate export documentsHighMediumBuild first
Reconcile supplier settlementsHighLowBuild first
Weekly management report draftMediumLowTraining is enough
Direct ERP screen integrationMediumHighReview in phase 2
Values shown are examples. The assessment rewrites them for your own work.

Where adoption stalls

Nine places AI adoption stalls

We fill this in for your company during consulting.

  1. No usage record

    Full logging

  2. Data leakage

    Input screening

  3. Personal accounts

    One company gateway

  4. No cost control

    Per-team caps

  5. Rogue agent access

    Allow-list control

  6. Wrong answers

    Evidence check

  7. Policy violations

    Output screening

  8. Vendor lock-in · outages

    Model routing

  9. Bought, then abandoned

    Usage monitoring · training

Security and governance

So review does not stop you

We answer first whether internal data may go to an external AI.

  1. Closed network or on-premises

    Built without external models, with the import and export steps in the schedule.

  2. Internal review support

    We prepare the submission material and the decision criteria.

  3. API and LLM cost

    Who pays is in the contract up front.

  4. Data egress boundary

    What leaves and what stays, written down.

  5. Verification gate

    AI output never goes straight out.

  6. Response history and logs

    What happened when stays traceable.

Contract forms

Three ways to contract

  1. Per project

    Fixed scope · staged payments

  2. Monthly retainer

    Dedicated team · build and run

  3. Assessment or training only

    No build

Start by telling us what you do today

You do not need to decide what to build. One task that gets in the way is enough to begin.

Request an AX assessment