AI Audit & ROI Roadmap

Transformation begins with clarity. We learn how your business really runs, then uncover where AI can create the most value and ROI.

Discovery & Insight

We begin by immersing ourselves in how your business works, talking with your team to understand daily operations, key decisions, and the points where time, effort, or leads are being lost. This gives us the insight to find what's working, fix what's not, and uncover opportunities for impact.

Our Discovery Process

Talk with owners, managers, and front-line staff to understand all perspectives of how work gets done

Review tools, reports, and hand-offs to spot manual or duplicate effort

Surface where communication breaks down or bottlenecks slow delivery

Identify where automation or better data can free capacity or drive revenue

Outcomes

A clear picture of what’s holding the business back

Quick insights into wasted time, missed leads, and hidden inefficiencies

Early opportunities for automation, AI, and smarter processes

A roadmap built on first-hand understanding of your operation

Map & Identify Opportunities

With a clear view of how the business runs, we turn what we've learned into a working model of your operation. This “Ops Canvas” makes every step visible from how leads come in to how product / service is fulfilled and customers are supported. By mapping the full process, we can spot the bottlenecks, handoff issues, and repeatable work where AI can create immediate value and long-term leverage.

Our Mapping Process

Build a visual map of acquisition, fulfillment, and support workflows

Mark the manual steps, duplicate effort, and handoffs that slow teams down

Identify where automation or better data can speed things up or increase output

Highlight high-ROI opportunities to scale smarter with AI

Outcomes

A clear visual of how your business actually operates, end to end

Pinpointed areas where AI can save time or drive revenue

Early prioritization of quick wins and bigger opportunities

Alignment across leadership and teams on where to focus first

Measure & Prioritize

Most ideas sounds good until you put numbers to it. Our "AI Opportunity Matrix" makes it clear which ones to double down on first. We score each initiative by impact, ROI, cost, and time to implement, then plot them to reveal what’s worth tackling now—and what can wait.

Our Evaluation Process

Evaluate each opportunity for impact, ROI, cost, and delivery time

Quantify potential business value using a simple scoring system

Plot results on the AI Opportunity Matrix to show impact vs. effort

Align the leadership team on what to execute first

Outcomes

A ranked list of AI initiatives by business value and feasibility

Clear visibility into Quick Wins, Big Swings, and lower-priority bets

Shared alignment on priorities across the team

Confidence to focus resources where they'll drive the biggest return

Build the Roadmap

Once the best opportunities are clear, we turn them into a practical plan of attack. The AI Roadmap balances Quick Wins that deliver momentum with Big Swings that drive long-term transformation—so progress compounds, not stalls.

Our Roadmapping Process

Sequence initiatives for maximum ROI and operational fit

Phase implementation: Quick Wins first, then Big Swings

Deep-dive into top 3 priorities with clear KPIs and business cases

Layer in timing, dependencies, and resource requirements

Outcomes

A phased rollout plan that drives results and builds momentum

Clear sequencing to reduce risk and increase ROI

Defined value cases showing cost savings and revenue gains

Confidence and alignment across leadership on the path forward

AI Audit & ROI Roadmap.