Agentic AI

AI Strategy & Audits

Map your highest-leverage AI opportunities before writing a single line of code.

Phase
4-step engagement
Hypercare
30 days included
Cadence
Weekly demos

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Capabilities

What we deliver

Every AI Strategy & Audits engagement bundles these capabilities by default. We tune the depth of each to fit your scope.

01 / 06

AI readiness assessment

Included
02 / 06

Workflow & process analysis

Included
03 / 06

ROI modeling

Included
04 / 06

Implementation roadmap

Included
05 / 06

Data infrastructure audit

Included
06 / 06

Competitive landscape analysis

Included
Engagement

How we build AI Strategy & Audits

A repeatable four-phase engagement. Same rigor every time, scoped to the work in front of us.

Phase01
Week 1-2

Discover

We map the current state, surface constraints, and lock the scope before any code is written. You leave the phase with a written success definition.

  • Audit document
  • Success criteria
  • Risk register
Phase02
Week 2-3

Architect

We pick the stack, design the data model, and prove the riskiest path first. Architecture decisions are reviewed with your team before build starts.

  • Architecture doc
  • Stack decision record
  • Spike on riskiest path
Phase03
Week 3-10

Build

Iterative delivery in weekly increments. You see working software every Friday, can redirect priorities each Monday, and never wait six weeks for a demo.

  • Weekly demo cadence
  • Production-ready code
  • CI/CD + tests
Phase04
Week 10+

Operate

We ship with observability, hand off runbooks, and stay accountable post-launch. 30-day hypercare is included on every engagement.

  • Monitoring dashboards
  • Operational runbooks
  • 30-day hypercare
Deep dive

The full breakdown

Architecture, decisions, and the operational details behind every AI Strategy & Audits engagement. Skim with the table of contents, or read straight through.

ai-strategy-audits.brief.md

The Problem with AI Strategy

Most AI strategy conversations happen at the wrong level of abstraction. Executives ask "how do we use AI?" Engineers want to build something immediately. The result is either paralysis or premature investment in the wrong capabilities.

An AI strategy audit cuts through that. We start with your actual business operations — the workflows, data, and decisions that drive your results — and work backward to identify where AI creates the most leverage.

What We Audit

Business Operations Analysis

We spend time with your operational teams understanding how work actually happens — not how the org chart says it happens. We're looking for:

  • High-volume, repetitive decision processes
  • Workflows with significant human bottlenecks
  • Data-rich processes where insights aren't being extracted
  • Customer-facing processes where personalization could drive conversion
  • Back-office operations where errors are costly

Data Infrastructure Assessment

AI systems are only as good as the data they run on. We assess:

  • What data exists, where it lives, and what quality it's in
  • Whether data is structured, semi-structured, or unstructured
  • Current data pipelines and their reliability
  • Data governance and compliance constraints
  • Gap analysis: what data you need to collect that you currently aren't

Competitive & Capability Analysis

We benchmark your AI maturity against your competitive landscape:

  • What are your competitors doing with AI (where visible)?
  • What do best-in-class organizations in your vertical look like?
  • Where is the industry heading, and what investments position you best?

Technology Audit

We review your current technical stack to understand:

  • What integrations are possible without major infrastructure changes
  • Where technical debt may limit AI adoption
  • Build vs. buy decisions for each identified opportunity
  • Internal vs. vendor-hosted model considerations

The Deliverable: Your AI Implementation Roadmap

The audit produces a prioritized implementation roadmap with:

For each identified opportunity:

  • Business case (current state, future state, gap)
  • Effort estimate (low/medium/high)
  • ROI model (conservative, moderate, aggressive scenarios)
  • Data requirements and current readiness
  • Technical approach and vendor recommendations
  • Implementation timeline

Overall roadmap:

  • 90-day quick wins that generate early momentum
  • 6-month foundational investments that enable later capabilities
  • 12-18 month transformational initiatives
  • Resource and budget requirements at each stage

The result is an actionable plan — not a theoretical whitepaper, but a specific sequence of investments with clear expected returns.

End of brief
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Scope

Included in every engagement

scope_of_work.md
6 items
  1. 01

    Executive AI readiness report

  2. 02

    Prioritized automation opportunity map

  3. 03

    3-year ROI model per opportunity

  4. 04

    Data infrastructure gap analysis

  5. 05

    90-day implementation roadmap

  6. 06

    Vendor and tooling recommendations

Stack

Technology

The tools and platforms we deploy on every AI Strategy & Audits engagement.

stack.json
Tooling6
Python (analysis)Pandas / PolarsJupyter NotebooksLooker / Metabase (BI)Miro / Lucid (process mapping)Notion (deliverable documentation)
Data4
SQL / dbtSnowflake / BigQueryPostgreSQLPinecone (knowledge base)
Models3
OpenAI / Anthropic / Gemini (synthesis)Grok / CohereLlama / Mistral / Qwen / DeepSeek
Design1
Figma (workshop visualizations)
SEO & Analytics4
Ahrefs / Semrush (competitive)Google Analytics 4Google Search ConsoleMixpanel / Amplitude
FAQ

Common questions

Everything you need to know before starting a project with us.

2-3 weeks for a comprehensive audit. We conduct stakeholder interviews, process walkthroughs, and data infrastructure analysis before producing the final report.

That's often the most valuable finding. The audit identifies your data infrastructure gaps and provides a roadmap for addressing them as a prerequisite to AI implementation.

An AI readiness assessment evaluates four dimensions: data infrastructure maturity, workflow automation potential, organizational capability, and technology stack compatibility. We score each dimension and identify specific gaps that must be addressed before AI implementation can succeed, giving leadership a clear picture of where the organization stands today.

An enterprise AI audit goes beyond infrastructure review to analyze decision-making workflows, data quality at the field level, and operational bottlenecks where autonomous systems can generate measurable ROI. While a general tech audit asks 'what do you have,' AI strategy consulting asks 'what can you automate, and what return will it generate.'

A comprehensive AI implementation roadmap should include prioritized use cases with ROI projections, data readiness requirements for each initiative, build-vs-buy recommendations, resource and budget estimates, and a phased timeline with 90-day quick wins through 18-month transformational milestones. Our roadmaps are designed to be immediately actionable, not theoretical whitepapers.

Companies should invest in AI strategy consulting when they have multiple potential AI use cases but limited clarity on which will deliver the highest return, or when previous AI initiatives have underperformed. An enterprise AI audit prevents the most expensive mistake in AI adoption — building the wrong thing first — by grounding investment decisions in operational data and realistic ROI models.

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