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, all ordered by readiness and business impact.

4-week engagement  ·  $20K–$30K  ·  Two deliverables  ·  Clear next step

WHAT WE LOOK AT

A diagnostic built to support real decisions

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.

AI Expression

How deliberately is AI embedded?

• Canvas penetration
• Workflow integration
• Design governance

Structural Readiness

Can AI work here?

• Structural clarity
• Operational logic
• Data access

User Enablement

Can users act with ease?

• Automation level
• Cognitive load
• Ownership clarity

Business Advantage

Is the business capitalizing on usage?

• Usage capture
• Feedback loop
• Personalization

The three questions this answers

What you'll know at the end of four weeks

1
Is AI-first right the right approach?

Which workflows would benefit from an AI-first approach, which should be enhanced inline, and where to provide more guidance to the user.

2
What UX changes are needed?

Where are your workflows structurally sound and what specific changes need to happen before AI integration will work?

3
Where should we start?

Where are the highest-value AI opportunities, ordered by workflow readiness and business impact so you know what to address first?

WHEN THIS ENGAGEMENT CAN BE HELPFUL
You shipped AI features. Adoption is flat.

A chat interface was added to the product. Six months later, users aren't engaging with it. The problem isn't the AI — it's that nothing changed in the workflows around it. Surface-level AI on a structurally unprepared product doesn't stick.

Your team is split on AI strategy.

Some want a full AI-first rebuild. Others think targeted workflow accelerators are enough. Both sides are right about something. What's missing is a clear, workflow-by-workflow picture of what's ready, what's not, and what each path actually requires.

Leadership wants AI on the roadmap. Engineering wants direction.

There's pressure to move. There are real opportunities. But without a defensible diagnostic, every AI initiative is a bet — not a decision. This evaluation gives you the basis for sequencing AI investment with confidence.

You need UX guardrails before AI goes further.

AI features are being shipped faster than the design and governance model is keeping up. The evaluation identifies where control, ownership, and trust mechanisms need to be built before AI agency can safely increase.

DELIVERABLES INCLUDED

What you'll receive

Workflow Readiness Scorecard

A scored assessment of your key workflows across 12 dimensions — spanning AI expression design, structural readiness, user enablement, and business advantage. Each workflow is 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. Answers three questions: where can AI work today? Where does structural or UX work need to happen first? And where are the highest-value opportunities when the foundation is in place?

Delivered in a facilitated readout session with your CPO, engineering lead, or operating partner — structured to support prioritization decisions and scoping for the follow-on engagement.

PRICING THAT MATCHES THE NEED
Track A
$20K

You bring the materials.

4 weeks

You already have personas, JTBD, journey maps, or user stories for the workflows in scope. We work from what exists — reviewing it against the twelve-dimension framework, running product demos and workflow walkthroughs to fill any gaps, and delivering findings without spending engagement time generating artifacts from scratch.

Includes
  • Stakeholder kick-off + workflow prioritization
  • Product demos and workflow walkthroughs
  • 12-dimension scored assessment
  • Results readout with AI Opportunity Brief
Track B
$30K

We build the materials with you.

5 weeks

No personas, journey maps, or user stories yet? We facilitate a focused artifact sprint to produce them first, so the assessment runs against real, evidence-based material instead of assumptions. You leave with both the artifacts and the evaluation — usable well beyond this engagement.

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
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