Stage 01
Map the week, not the org chart
Take one real week of work for your highest-value workflow — sales-to-onboarding, or ticket-to-resolution, or brief-to-delivery. Write every handoff, every wait, every rework loop. Not the process you documented; the one that happened. Most teams find between four and nine handoffs nobody owns.
Output — A single-page workflow trace with owners and wait times marked.
Stage 02
Price the friction
Attach a cost to each handoff: hours per week, delay in days, or revenue at risk. Precision is not the point — order of magnitude is. Anything you cannot price is a candidate for measurement, not for automation. This is the step that separates an operating problem from an annoyance.
Output — A ranked list of friction points with an estimated weekly cost.
Stage 03
Find the decision that repeats
Look for the decision your leadership team makes every week with incomplete information: pricing exceptions, scope changes, hiring, roadmap trade-offs. Repeated decisions made in chat threads are the most reliable source of avoidable operating cost in a growth-stage business.
Output — Two or three repeated decisions rewritten as a standing decision packet.
Stage 04
Score AI against the constraint
Only now list candidate AI use cases, and score each against four questions: does it reduce a priced friction point, is the data already reachable, can one person own it, and is it reversible if it fails? Anything that fails two of the four is not a first project, regardless of how good the demo was.
Output — A scored AI opportunity shortlist with a defensible first project.