Start With Clarity
Workflow Opportunity Assessment
Know what to improve before you invest in a larger build
The $2,500 Workflow Opportunity Assessment focuses on one recurring process. It produces a current-state map, baseline, safeguards, and prioritized roadmap—not a vague list of AI tools.
Focus
One recurring workflow
Deliverables
Map · baseline · safeguards · roadmap
Price
$2,500 fixed fee
What You Receive
One Focused Workflow
01 · Current-state workflow map
The steps, systems, handoffs, trusted sources, exceptions, and responsible people involved in one recurring workflow.
02 · Baseline and opportunity
Evidence of time, delays, missed follow-up, rework, errors, or opportunity cost—without inventing savings that have not been measured.
03 · Risk and human-approval plan
The permissions, privacy boundaries, review points, escalation paths, and testing required before anything becomes operational.
04 · Prioritized roadmap
What should improve first, what should stay manual, what a pilot would include, and whether a larger implementation is justified.
