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The Workflow Diagnostic

Diagnose before you automate.

Your people were hired to think, and they are stuck on routine tasks. The AI gap isn't a technology problem, it's a people problem. The technology works. The question is whether your people are ready to use it, and whether you know where to point it. Before you buy a single tool, you need to know exactly where low-value work concentrates, what it costs you, and which fix pays back first.

Book a 30-minute fit call
Value versus complexity matrix ranking workflow tasks into quick wins, major projects, fill-ins, and defer
Sample output: your prioritized automation shortlist

How it works: Listen, Document, Prioritize

We listen before we automate. Voice-led sessions capture how work actually happens, not how it's documented. You can't automate what you haven't heard.

1. LISTEN

Week 1

A short intake form, then voice-led sessions with the people who actually do the work.

2. DOCUMENT

Week 2

Your workflow mapped as it really runs today, including the workarounds nobody wrote down.

3. PRIORITIZE

Week 3

A ranked shortlist: what to automate first, what stays with people, and what each fix is worth.

What you receive

  • A workflow map of the process as it actually runs today, a swim lane diagram.
  • A findings brief: where low-value work concentrates and what it costs you.
  • A prioritized automation shortlist ranked by payback, with a clear first move.
  • A 60-minute leadership readout. No jargon, no hype, a decision you can act on.

Investment

  • Workflow Diagnostic, one core workflow — $7,500 fixed fee
  • Each additional workflow — $5,500
  • SOP documentation or team training guide — $2,500 each

No open-ended hours. Fully credited toward a larger AI Edge Strategy engagement started within 90 days.

Founding client rate: $4,500

The first three engagements are offered at $4,500 in exchange for a written case study and one reference call. Limited to the first three engagements.

Why AI Edge Strategy

Paula Taylor, CEO & Founder of AI Edge Strategy

I've run these functions. 25+ years leading global procurement and HR operations, including $400M+ in indirect spend and a 10,000-contractor contingent workforce program. We take the fear and the jargon out of AI, so your people can get back to what you hired them for.

Diagnose before you automate.

Book a 30-minute fit call