Clarity Before Automation or AI
A short, paid diagnostic to determine whether your processes are ready for automation or AI — or whether fixing them first will save you time and money.
Most companies jump into automation or AI too early. This review exists to stop that from happening. No tools. No architecture. No promises of results. Just a clear assessment of where you actually stand.
This Is a Diagnostic, Not a Pitch
The Process & Automation Readiness Review answers one question:
"Are we even in a position to automate or use AI responsibly?"
It's designed for situations where:
- •Processes feel unclear or fragile
- •Automation sounds appealing but risky
- •AI has been discussed but not grounded
- •Nobody wants to make an expensive mistake
This is not a strategy workshop. It's not implementation planning. It's not a disguised sales call.
Sometimes the right outcome is: don't automate yet. That's a success, not a failure.
What Happens During the System Readiness Review
During this review, we focus on reality — not assumptions. We work with a small number of people who actually do the work to understand:
We deliberately avoid:
This keeps the review short, grounded, and useful.
Clear Answers, Not More Questions
At the end of the review, you receive a concise diagnostic covering:
A direct recommendation:
- –fix the process first
- –automate without AI
- –introduce AI carefully
- –or pause entirely
No roadmap yet. No build proposal. No pressure to continue. Just clarity.
Intentionally Limited — By Design
This review is intentionally scoped to stay fast, affordable, and useful.
Included
- ✓2–4 stakeholder interviews
- ✓1–3 core processes
- ✓Process and system mapping
- ✓Readiness assessment
Explicitly not included
- ×Deep risk or compliance analysis
- ×AI or automation architecture
- ×Tool selection
- ×Implementation planning
If deeper work is justified, we'll say so — and explain why. If it isn't, we'll say that too.
Who Usually Starts Here
This review is a good fit if:
It's probably not a fit if:
Both are valid positions — this page is for the first group.
What Comes Next (Only If It Makes Sense)
After the review, there are three common outcomes:
There is no automatic upsell. The Full System Audit is only suggested when risk, scale, or complexity justify it.
You remain in control of the decision.
What does the Full System Audit involve?Start With Clarity
If you're unsure whether automation or AI is the right next move — this is where we start. A short, paid diagnostic. Clear scope. Clear outcome.