Process map
An overview of the steps, people, systems and sources of rework in the process reviewed.
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Discovery
Find where AI fits your operation.
Understand the problem, prioritize opportunities and get a plan to support your decision. Discovery is the first stage of the project, with scope, timing and investment set out in a proposal.
Five steps
Understand the work before choosing the tools.
Discovery is the first stage of the project. We investigate part of your operation with the people who know the work to decide where AI fits and what needs to change first.
Agree on the problem and objectives
We choose a process, identify who it serves and define what needs to improve. We agree on indicators and a baseline, such as volume, time per task or rework, to assess the next deliverables.
Listen to decision makers and practitioners
We talk to leadership, operational staff and technical owners. We compare their perspectives to understand daily work, bottlenecks and exceptions to the expected workflow.
Map processes, systems and constraints
We examine steps, information sources, integrations and exceptions. We identify data quality, required access and points of human oversight before proposing a solution.
Prioritize opportunities
We compare expected impact, effort and risk. We distinguish opportunities for training, process improvements or agent and integration development. We also identify where AI is unsuitable.
Turn findings into a plan
We present recommendations, responsibilities, dependencies and evaluation criteria. Your team gets a roadmap to decide what comes next, with scope and investment specified in a proposal.
What your team takes away
Identified constraints
Available sources, data gaps, access limits and decisions requiring human oversight.
Prioritized opportunities
Initiatives compared by impact, effort and risk, identifying training or development needs.
Next-step roadmap
A recommended sequence, owners, dependencies and criteria for evaluating the first test.
Discovery is a joint effort.
Leadership
Aligns objectives, helps set priorities and takes part in deciding the next steps.
Operational staff
Show how the work happens, share examples and validate the process map and its exceptions.
Technical owners
Review systems, data access and integration constraints. Materials and samples are agreed in advance, using only the data needed.
Questions before you start
What should we prepare?
Choose a process and identify people who know its execution and systems. In our first conversation, we agree which documents, examples and indicators will help the review. You do not need to send full datasets or sensitive information through the site contact.
How long does it take and what does it cost?
Timing and investment depend on scope, the number of processes and systems, and the availability of participants. These terms are set out in a proposal before work starts.
How are data and access handled?
We agree on the materials needed, who can access them and which restrictions apply. The review considers authorized sources, data quality and human oversight; access to your systems is not assumed.
Does discovery include a finished agent?
Deliverables are the process map, constraints, prioritized opportunities and execution roadmap. Development, prototypes and deployment must be specified in the proposal; they are not automatically included in discovery.
When does team training make sense?
When the opportunity mainly involves using tools more effectively and reviewing the work, we recommend training and workshops based on your team’s tasks. Integrations and automated actions may require development and technical validation.
What happens afterwards?
We present recommended paths for you to consider. Training, development, deployment and ongoing support have scope and terms agreed for the next stage. Discovery does not promise financial gains or automation before assumptions have been tested.