Assessment

Get Weeks of Analysis in Days. Powered by AI, Grounded in Expertise.

5-10 day deep-dive using our specialized AI agent system to deliver comprehensive analysis, domain-specific recommendations, and actionable roadmap for your most complex operational and technology decisions.

$10,000–$25,000
5–10 days, comprehensive analysis

Speed Without Sacrificing Rigor

You're facing a decision that traditional consulting firms would spend 6-12 weeks analyzing—evaluating your technology stack, assessing operational workflows, or making a strategic investment decision. You need expert clarity fast, but you can't sacrifice depth for speed.

The AI-Augmented Assessment uses our specialized AI agent system to accelerate research, analysis, and recommendation development while maintaining the rigor of traditional consulting. What normally takes weeks of manual work—vendor research, industry benchmarking, workflow analysis, financial modeling—our agent system accomplishes in days. Then we apply 18+ years of enterprise experience to synthesize findings into actionable recommendations specific to your context.

This isn't AI replacing expertise—it's AI augmenting it. You get the speed and thoroughness of AI-powered analysis combined with the judgment and domain knowledge that only comes from implementing solutions across 10+ industries. The result: comprehensive assessments delivered in 5-10 days instead of 6-12 weeks, at a fraction of traditional consulting costs.

What You Get

Current State Analysis

Comprehensive documentation of your existing operations, technology infrastructure, or strategic position—including process maps, data flows, system integrations, and capability assessment developed through stakeholder interviews and AI-augmented research.

Gap Analysis and Opportunity Identification

Detailed identification of inefficiencies, risks, and opportunities with quantified impact estimates—showing where you're leaving value on the table, where technical debt creates risk, and where strategic investments could deliver outsized returns.

Domain-Specific Recommendations

Customized recommendations grounded in your industry context, regulatory requirements, and organizational constraints—not generic best practices, but specific actions tailored to your situation and validated against comparable organizations.

Prioritized Implementation Roadmap

Sequenced execution plan with clear dependencies, resource requirements, timeline estimates, and risk mitigation strategies—organized into quick wins (30-90 days), foundational improvements (3-6 months), and strategic initiatives (6-12 months).

Vendor and Solution Evaluation

If applicable, objective assessment of technology vendors, service providers, or solution approaches—including capability comparison matrices, cost-benefit analysis, and implementation risk evaluation based on AI-augmented market research.

ROI and Financial Impact Modeling

Quantified business case for recommended initiatives including investment requirements, expected returns, payback periods, and sensitivity analysis—giving you the financial justification needed for stakeholder buy-in.

Example Scenarios

Healthcare

Hospital System Assessing Technology Stack and Operational Workflows

A regional hospital network with aging EHR infrastructure needed to evaluate upgrade options while simultaneously addressing referral leakage and revenue cycle inefficiencies. The Assessment used agent-augmented analysis to map clinical workflows, benchmark EHR vendor capabilities, and identify operational process gaps. Analysis revealed that workflow redesign would solve 60% of their pain points without EHR replacement, while targeted system integrations would address critical gaps for $400K instead of the $4M EHR upgrade they were planning.

Key Outcome:

Avoided unnecessary $4M EHR replacement; implemented $400K workflow automation and integration improvements; improved revenue cycle days from 42 to 28 days.

Non-Profit

Foundation Evaluating Program Effectiveness with AI-Augmented Analysis

A social impact foundation managing 50+ grantee programs needed to evaluate program effectiveness across diverse initiatives but lacked data infrastructure for comprehensive analysis. The Assessment used AI agents to aggregate disparate data sources, develop effectiveness frameworks for different program types, and identify high-impact vs. underperforming investments. Analysis uncovered three program categories delivering 80% of measurable impact while representing only 40% of funding allocation.

Key Outcome:

Reallocated $2.3M in funding to highest-impact programs; developed standardized measurement framework; identified technology investments to enable ongoing program effectiveness analysis.

Logistics

Supply Chain Company Assessing AI Integration Opportunities

A third-party logistics provider wanted to evaluate AI opportunities across route optimization, demand forecasting, and warehouse automation but didn't know which investments would deliver ROI given their specific operational constraints. The Assessment analyzed 18 months of operational data, benchmarked AI solution providers, and modeled impact for each use case. Findings prioritized route optimization (18% fuel cost reduction, 6-month payback) over warehouse automation (3-year payback) and revealed demand forecasting required data infrastructure improvements first.

Key Outcome:

Implemented route optimization AI delivering $420K annual savings; deferred warehouse automation; built data foundation for future forecasting capabilities.

Professional Services

Consulting Firm Evaluating Internal AI Adoption

A management consulting firm with 200+ consultants wanted to evaluate AI adoption across research, client deliverable creation, and knowledge management. The Assessment analyzed current workflows, surveyed consultant AI usage patterns, evaluated enterprise AI tools, and assessed data security implications. Recommendations prioritized AI-augmented research tools (immediate productivity gains) while identifying governance requirements for client-facing AI use and data protection controls needed before broader deployment.

Key Outcome:

Rolled out AI research tools to 200 consultants increasing billable utilization by 12%; established AI governance framework; positioned firm to offer AI-augmented consulting services.

How It Works

1

Scoping and Stakeholder Alignment (Day 1-2)

We begin with structured interviews of key stakeholders to understand the decision you're making, constraints you're operating within, and success criteria you're targeting. This defines assessment scope, identifies required data sources, and establishes access to systems and documentation needed for analysis.

Timeline: 2-4 hours of stakeholder interviews + scope documentation

2

AI-Augmented Discovery and Research (Day 2-5)

Our specialized AI agent system accelerates discovery work: industry research, vendor evaluation, process documentation, data analysis, and benchmarking. While agents handle research and synthesis, we conduct additional stakeholder interviews, observe workflows, and review technical systems to ground AI findings in operational reality.

Timeline: 3-4 days of intensive agent-augmented analysis

3

Analysis Synthesis and Validation (Day 5-7)

We synthesize agent findings with domain expertise: validating AI-generated insights against real-world implementation experience, stress-testing recommendations against your constraints, and developing financial models for proposed initiatives. This is where 18+ years of enterprise experience transforms research into actionable strategy.

Timeline: 2-3 days of synthesis and validation

4

Recommendation Development and Documentation (Day 7-9)

We develop comprehensive written deliverables: current state documentation, gap analysis, prioritized recommendations, implementation roadmap, and financial impact modeling. All findings are documented with supporting evidence, clear rationale, and specific next steps.

Timeline: 2-3 days for deliverable creation

5

Findings Presentation and Refinement (Day 10)

We present findings to your leadership team in a working session—not a one-way presentation. Expect discussion, questions, and refinement of recommendations based on stakeholder input. We'll adjust priorities, address concerns, and ensure the roadmap aligns with your organizational capacity and strategic direction.

Timeline: 2-3 hour presentation and working session

6

60-Day Implementation Support (Post-Assessment)

Sixty days after delivery, we provide a follow-up consultation to address questions arising during execution, help troubleshoot early implementation challenges, and refine recommendations based on lessons learned from initial rollout.

Timeline: 90-minute consultation at day 60

Is This Right For You?

This service is ideal if you...

  • Face complex decisions requiring comprehensive analysis — You're evaluating major technology investments, operational redesigns, or strategic pivots that require deep assessment before committing resources.
  • Need expert clarity fast without sacrificing rigor — Traditional consulting timelines (6-12 weeks) don't fit your decision timeline, but you can't compromise on analysis quality.
  • Want AI-augmented analysis with human expertise — You value what AI can do (accelerate research, analyze data, benchmark solutions) but need experienced judgment to interpret findings and develop recommendations.
  • Are considering multiple interconnected improvements — Your challenges aren't isolated—they span technology, process, people, and strategy—and you need holistic assessment of how changes interact.

Consider a different service if you...

  • Need quick AI opportunity identification — The AI Strategy Session is faster and more focused for initial AI evaluation and prioritization.
  • Have a specific solution hypothesis to validate — The Rapid Prototype service is better for proving a specific AI concept with working code rather than broad operational assessment.
  • Require ongoing implementation partnershipOngoing Advisory provides continuous support during execution, not just upfront assessment and recommendations.

Related Services

AI Strategy Session

Half-day to full-day AI opportunity assessment ideal for initial AI evaluation and prioritization before deeper organizational analysis.

$2,500–$5,000

When to choose this instead: You specifically want AI opportunity assessment rather than comprehensive operational or technology evaluation.

Learn More →

Rapid Prototype

1-4 week sprint delivering working AI proof of concept for validating specific solutions with functioning code.

$5,000–$25,000

When to choose this instead: You've already identified what to build and need prototype validation rather than assessment of what to do.

Learn More →

Ongoing Advisory

Continuous AI-augmented guidance for organizations actively implementing recommendations and building AI capabilities.

$5,000–$15,000/month

When to choose this instead: You need ongoing implementation support beyond a point-in-time assessment, or you're executing complex multi-phase initiatives requiring continuous expert partnership.

Learn More →

Get Expert Clarity on Complex Decisions

Stop waiting weeks for traditional consulting assessments. Get comprehensive analysis powered by our specialized AI agent system and grounded in 18+ years of enterprise experience—delivered in 5-10 days.