← All deliverables
01Month 1
Discovery
The full business scan everything else is built on.
In Progress
0%
Complete
Scope
Kickoff session + 30–60 min interviews with 5–7 staff. Workflow mapping across all departments. Output: AI Opportunity Scorecard with prioritised recommendations.
All 5 department interviews complete. Findings report now in production.
Completed
- ✓Discovery questionnaire completed across all 5 departments
- ✓Leadership 1-on-1 interviews — all 5 complete
- ✓Cross-department workflow mapping complete
Up Next
- AI Opportunity Scorecard synthesis
- Interactive findings report — “Your Company, Mapped”
Discovery Participation
Department-level mapping across the business. Individual responses stay anonymized in the findings.
5/5
Depts mapped
- Accountinginterviewed
- Salesinterviewed
- Admin / HRinterviewed
- Operationsinterviewed
- ITinterviewed
Where Value Hides
Early signal: the biggest gains sit at the hand-offs between departments, not inside them.
Sales
Enquiry + quote
⇢No shared reference number
Operations
Job execution
⇢No standard turnaround SLA
Invoicing
Billing + close