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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
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.
Which one do I need?
The Workflow Diagnostic looks at one core workflow in two to three weeks. AI Edge Adoption looks at your whole organization and carries the change through. Most clients start with one workflow, prove the payback, and expand from there. The Diagnostic fee credits fully toward the larger engagement.
Explore AI Edge AdoptionWhy 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.