Workflow mapping document
Visual and written map of every step in the selected process — inputs, outputs, decision points, handoffs, failure modes.
Technology & Workflow Assessment
Before you build anything, understand what's actually worth automating.
- Investment
- $5,000 – $12,000
- Timeline
- 3–5 weeks
Overview
What this engagement is.
Most organizations know they want AI in their workflows — very few know exactly where to start. A Technology & Workflow Assessment gives you the map before you commit the budget: a clear, honest picture of which parts of your operation are genuinely ready for intelligent automation and which ones aren't.
Over 2–3 weeks, we embed inside one or two of your business workflows. We interview the people doing the work, trace every step from trigger to outcome, and analyze where the patterns are consistent enough for AI to take over. You end up with a written report and a roadmap — not a vague strategy deck, but specific automation opportunities ranked by ROI and effort, with realistic build estimates you can bring to any engineering team.
What you can rely on
- We recommend nothing we wouldn't build ourselves
- If there's no strong AI case in your workflow, we'll say so — and suggest what would actually help
- Fixed price, no scope creep
- You own the full report — no vendor lock-in to continue with us
Deliverables
What you receive.
AI opportunity analysis
3–5 automation opportunities ranked by estimated ROI and implementation complexity. Each includes a brief on what the AI would do and what it would replace.
Technology recommendations
Honest assessment of whether you need agents, simple automation, a rules engine, or nothing at all — matched to your existing stack.
Prioritized implementation roadmap
Sequenced plan covering which to build first, rough timelines, and what dependencies to resolve before starting.
90-minute readout session
Live walkthrough of the findings with your team. We answer questions, challenge our own assumptions, and hand off clearly.
Process
What happens from here.
Free discovery call
Week 0
60 minutes. We learn the business context, which workflows are on your mind, and whether this engagement makes sense. No obligation.
Team interviews and observation
Weeks 1–2
We work directly with the people running the process — not just leadership. This is where we find the real friction, not the polished version.
Analysis and opportunity mapping
Week 3
We analyze patterns, cross-reference with what AI systems are actually capable of today, and draft the opportunity set with honest ROI modeling.
Report delivery and readout
Weeks 4–5
Written report lands in your inbox. We walk through every finding live. You leave knowing exactly what to build, what to skip, and in what order.
Related experience
Where this approach has been applied.
Representative engagements led by our principal engineer. Client names withheld.
Operations & Infrastructure
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Get started
Tell us about your workflow
The more context you share, the more useful our first call will be. We read every submission before responding — no auto-replies.
- Reply within 1 business day. A direct response from a person, not an auto-responder.
- Free introductory call. A technical conversation to understand the actual problem. No sales pitch.
- Honest assessment. If this engagement is not the right fit, we will say so and suggest what would help.
- Written proposal. If we are aligned, you receive a plain-language scope, timeline and fixed price.