Workflow Intelligence Assessment

Know where AI will actually work before you build

A scoped diagnostic engagement that tells you which workflows are structurally ready for AI today, which need remediation first, and where the highest-value opportunities are — ordered by readiness and business impact.

4-week engagement  ·  $15K–$20K  ·  Two deliverables  ·  Clear next step

WHAT WE LOOK AT

The difference between AI that sticks and AI that quietly stalls

Intelligence magnifies structure — it exposes the quality of a system, it doesn't fix it. We pressure-test your product across twelve dimensions that decide whether AI lands or dies on the vine, so you can see exactly where it will create value, where it will silently fail, and what to fix first.

1. AI Expression

How deliberately is AI embedded?

• Canvas penetration
• Workflow integration
• Design governance

2. Structural Readiness

Can AI work here?

• Structural clarity
• Operational logic
• Data access

3. User Enablement

Can users act with ease?

• Automation level
• Cognitive load
• Ownership clarity

4. Business Advantage

Is the business capitalizing on usage?

• Usage capture
• Feedback loop
• Personalization

Two dimensions are assessed once across the product (AI Expression, Business Advantage). Two are scored per workflow and rolled up (Structural Readiness, User Enablement).

THE ENGAGEMENT

A diagnostic built to support real decisions

The assessment is designed for moments when AI ambition is real but the path forward isn't — and it ends with deliverables your team can act on immediately.

When to use this

You shipped AI features. Adoption is flat.
Surface-level AI on a structurally unprepared product doesn't stick — the problem isn't the AI, it's that nothing changed in the workflows around it.

Your team is split on AI strategy.
Full AI-first rebuild or targeted accelerators? What's missing is a workflow-by-workflow picture of what's ready, what's not, and what each path requires.

Leadership wants AI on the roadmap. Engineering wants direction.
Without a defensible diagnostic, every AI initiative is a bet — not a decision.

You need UX guardrails before AI goes further.
We identify where control, ownership, and trust mechanisms need to be built before AI agency can safely increase.

What you receive

Workflow Readiness Scorecard
A scored assessment of your key workflows across 12 dimensions, evaluated individually with observations, findings, and synthesized executive ratings. Surfaces both AI-specific gaps and foundational product issues that need to be addressed first.

AI Opportunity Brief
A prioritized list of AI integration opportunities, ordered by workflow readiness and business impact — where AI can work today, where structural or UX work comes first, and where the highest-value opportunities are.

Delivered in a facilitated readout session with your CPO, engineering lead, or operating partner — structured to support prioritization decisions.

THE THREE QUESTIONS THIS ANSWERS

What you'll know at the end of four weeks

Where AI works today

Where are your workflows structurally sound enough to support meaningful AI integration today?

What to fix first

Where are they not — and what specific changes need to happen before AI integration will work?

Highest-value opportunities

Where are the highest-value AI opportunities, ordered by workflow readiness and business impact?

How it works

Two tracks, one clear outcome

Both tracks deliver the full assessment. Choose based on whether your foundational design artifacts — personas, JTBD, journey maps — already exist.

Track A — Materials ready

$15K

4 weeks

You bring existing design artifacts — personas, JTBD, journey maps, and user stories. We review, assess, and deliver findings.

Includes:
• Stakeholder kick-off + workflow prioritization
• Product demos and workflow walkthroughs
• 12-dimension scored assessment
• Results readout with AI Opportunity Brief

Track B — Materials generation included

$20K

5 weeks

We facilitate the production of foundational design artifacts as part of the engagement. You leave with both the artifacts and the full evaluation.

Everything in Track A, plus:
• Facilitated artifact sprint — personas, JTBD, journey maps
• Structured review + stakeholder alignment session
• Artifacts are yours to keep independent of the evaluation

Who it's for

Built for decision-makers who need a credible answer fast

Priced and scoped to move on a CPO or operating partner decision — no procurement required.

PE-Backed SaaS

Operating partners and CPOs who need a fast, credible AI diagnosis before committing to a larger initiative.

Scaling Product Teams

Teams with AI on the roadmap but unresolved workflow complexity — who need a clear, sequenced view of what to address first, backed by structured methodology rather than instinct.

WHAT HAPPENS AFTER

The assessment stands on its own

It ends with clear, prioritized findings — and you decide what to act on. When you're ready to move, we're here to help you do it.

  • Address findings — if you don't have the internal capacity to act on the findings, we can take them forward as a follow-up project scoped to the findings, designing and delivering the prioritized AI and UX work the assessment surfaced.
  • Ongoing support as needed — once the initial work is delivered, we can stay involved at whatever level fits: continued design partnership, advisory support, or simply being available as your AI roadmap evolves.

There's no obligation to continue. But when there's clear work to do, you'll already have a partner who knows your product.

Ready to find out where your product stands?

A scoping conversation takes 30 minutes. You'll leave with a clear sense of whether this is the right starting point.

Book a scoping call