3
The Plan
Here's how we get you there
Phase 1 of 3: Assess, Week 1–2. We analyze your business processes, workflows, and current technology stack.
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Phase 1 · Week 1–2
Assess
We analyze your business processes, workflows, and current technology stack.
What you'll get
Stakeholder interviewsSystems auditProcess mapData inventory
Outputs at this stage
CRM, ERP, and field systems
Sales, operations, and finance workflows
Data flows and bottlenecks
4
Deliverables
What you walk away with
Diagnostic
AI Opportunity Assessment ReportSample available on call
Strategic
Prioritized AI Use Case Backlog (ranked by ROI and effort)Sample available on call
Recommended AI + Automation Architecture
6–12 Month Execution Roadmap
Enablement
Internal Enablement Plan (how to upskill your team)
Executive Briefing Deck for leadership alignment