Needs Assessment
Create a clear AI roadmap before implementation begins.
Most companies know AI is going to matter. The harder question is where it belongs first.
The Needs Assessment helps your company step back — look at the work, the team, the systems, and the opportunities — and decide what should happen next.
The work
What the assessment actually does.
Three to four weeks. One senior practitioner inside your business. Four parts to the work.
1
PART ONE.
We sit with your team.
We interview people across departments. Sales, operations, finance, customer service, compliance, whoever the work runs through. We watch where the hours go. We ask what's working, what isn't, and what nobody's said out loud yet. The interviews are how we find what matters. Not a survey. Not a software audit. People talking to people.
2
PART TWO.
We rank the opportunities.
Every business we audit produces twenty to forty AI opportunities. That's too many to act on. We score every opportunity three ways. Dollar impact if it works. Complexity to build. Time to first measurable result. The ones that score high on impact and low on complexity move to the top of the list. The ones that don't get parked. You walk out knowing what to do first, what to do later, and what to skip.
3
PART THREE.
We draft your AI use policy.
Your team may already be using AI in ways leadership, IT, or compliance hasn't reviewed. Sensitive information may be going into tools that haven't been approved. We prepare the first draft of a practical AI use policy. Plain language. One to two pages. What's allowed, what isn't, and what to do when someone isn't sure. Your leadership and appropriate advisors review and approve the policy before it is adopted.
4
PART FOUR.
We tell you what to do next.
The recommendation names a Phase 2 path. An AI Sprint to put tools in your team's hands. An AI Build to put automated systems behind your operation. An AI Advisor retainer if the work is more about direction than rollout. Sometimes a combination. Every recommendation comes with a scope and a price. You see the full cost before you decide.
CURRENT PRICE
$5,000
You leave with a practical recommendation for what should happen now, what should wait, and what should not be funded yet.
Best first AI use cases
Training needs before implementation
Workflow and build opportunities
Policy, process, or documentation work to complete first
Next step
Ready to create your AI roadmap?
If your company is considering implementation, automation, workflow design, build work, or ongoing AI support, the Needs Assessment can help you decide what should happen next.