AI Readiness Assessment
A 2-week diagnostic that maps your workflows, scores ROI for each automation opportunity, and delivers a prioritized roadmap. $10K flat fee. 5 deliverables. Zero commitment to proceed.
What You Get (5 Deliverables)
- Workflow Heat Map — A visual map of every back-office workflow with automation potential scored
- Quick Win List — Automations deployable in 30 days or less, prioritized by impact
- Risk Register — What could go wrong with each automation and how to mitigate it
- Budget & Timeline — Realistic cost and timeline estimates for each recommendation
- Go / No-Go Recommendation — An honest assessment of whether AI is right for your operation right now
Who This Is For
- Lending operations leaders considering AI but unsure where to start
- Firms that have been burned by generic AI implementations that did not fit their workflows
- COOs who need a concrete business case before committing budget
- Teams with 5+ manual workflows that might benefit from automation
Who This Is Not For
- Firms with a clear AI roadmap already in place
- Organizations looking for a free consultation
- Teams not ready to provide workflow access for the diagnostic