Decide where AI is worth implementing before committing to a build
The Opportunity Review is a decision engagement, not a generic technology workshop. It maps current work, establishes a baseline, tests candidate use cases against evidence, and gives leadership a practical recommendation for what to implement, defer, or reject.
When this service fits
- Several teams are proposing AI tools, but nobody owns a shared priority list.
- A manual workflow is visibly costly, yet its process, exceptions, and data sources are not documented.
- Leadership needs an investment decision that accounts for security, accuracy, governance, and adoption.
Business problems addressed
- Tool-first experiments without a defined operating problem
- Competing use cases with no consistent scoring method
- Unclear dependencies across people, data, and existing systems
- Business cases that omit risk, oversight, and adoption costs
Deliverables
- Current-state workflow map
- AI readiness assessment
- Prioritized use-case portfolio
- Feasibility and risk analysis
- Integration recommendations
- Business-value hypothesis
- 90-day implementation roadmap
- Executive decision memo
Engagement process
- Frame. Agree the operating problem, decision owner, scope, and evidence needed.
- Observe. Map the workflow, systems, handoffs, exceptions, and current performance baseline.
- Prioritize. Score opportunities across value, feasibility, risk, and organizational readiness.
- Recommend. Define one practical implementation path and the controls needed to operate it.
Expected client involvement
- An executive sponsor who can make the priority decision
- Workflow owners who can demonstrate the work as it happens
- IT or security participation for system and data constraints
- Access to representative, appropriately handled workflow evidence
Success measurements
- A single agreed priority rather than an unranked idea list
- A documented baseline and measurable outcome hypothesis
- Known integration, data, control, and adoption dependencies
- A 90-day plan leadership can approve, revise, or reject
Relevant use cases
Common questions
Do we need an AI strategy first?
No. The review creates a workflow-level decision that can inform a broader strategy without delaying practical learning.
Will this recommend replacing our existing systems?
Only when evidence shows integration is not viable. The default is to improve the workflow around systems your team already trusts.
What happens after the review?
Leadership receives a decision memo. You may proceed to an Integration Sprint, engage Fractional AI Advisory, or pause with a clear reason.
Related services
How this engagement is run
Treat the review as a decision meeting with evidence attached. The sponsor should be able to say which workflow hurts, who owns it, and what decision they will make when the memo arrives. Workflow owners need to show the work as it happens, including the exceptions that a happy-path diagram leaves out. IT or security needs to be in the room when the recommendation depends on a system of record or on data that is not free to move.
Bring one operational problem worth examining
Apply for a review when leadership needs a grounded decision, not another catalogue of AI tools.