One month. Every role interviewed, every system mapped.
The diagnostic is where every Transformation engagement starts — and where it can stop. We interview each role, inventory every system, and hand you an operational audit with a GO / NO-GO decision that belongs to you. No long-term commitment.
Interviews, inventory, and an audit you can act on.
Every role interviewed
Practitioners, operations, leadership, finance. How work actually flows — not how the org chart says it does.
Every system inventoried
File storage, production tools, CRM, ERP, Microsoft 365. We map what exists before you invest a dollar more.
The operational audit
AI usage by role, a systems map, and a catalogue of the tasks that can become expert-validated agents — ending at a GO / NO-GO that is yours to call.
Does your firm have AI direction — or AI activity?
Answer honestly. Each statement is a symptom we test for in the paid diagnostic. Your result stays in your browser — nothing is sent anywhere.
One deliverable. Four parts. Yours either way.
Operational audit
AI usage by role, systems map, and a catalogue of tasks that can become agents.
Agent candidates, ranked
Seven to ten workflows scored by effort and return, sequenced for the try → measure → decide loop.
The Vault blueprint
What your verified information foundation would contain, and the data, usage, and security policies around it.
GO / NO-GO
A recommendation with the evidence behind it. If the answer is NO-GO, you keep the audit and owe nothing further.
Asked before every diagnostic.
Do we have to commit long-term?
No. After the diagnostic the engagement is month-to-month, cancellable on 30 days' notice.
Who does the interviews?
Senior operators — the same people who sign the audit. Not a junior bench with a questionnaire.
How does this compare to a consulting study?
A fraction of the fee, a month instead of a quarter, and the deliverable is an audit you can execute — not a strategy deck. Read the honest comparison →
Bring the org chart. We bring the questions.
We respond within one business day. NDA-protected, no obligation.