When this is the right service
Pick this when AI is more pressure than plan:
- The board has asked for an AI strategy and you have 30 days to come back with one.
- Multiple AI pilots are running and none are connected to revenue.
- You're being asked to choose between building, buying, and partnering — and you don't have a defendable framework.
- An AI hire is being made and the role definition is still vague.
- A fundraise or annual planning cycle requires a credible AI roadmap with ROI.
What you get
One readout. One prioritized roadmap. One sequenced investment plan. No 80-page report nobody reads.
- Organizational readiness assessment — leadership alignment, talent gaps, governance, operating model.
- Data maturity audit — quality, infrastructure, access & governance, integration readiness.
- Technology stack evaluation — architecture, build vs. buy, vendor landscape, security posture.
- Prioritized use-case backlog — ranked by ROI, feasibility, and time to value.
- Investment-sequencing plan — what to fund this quarter, next quarter, and not yet.
- Executive readout — a deck and 60-minute walkthrough you can take to the board on day 30.
How the 4–6 weeks run
Week 1 — Frame. Executive interviews, current-state inventory, board questions captured. Output: shared definition of "ready" for your context.
Weeks 2–3 — Diagnose. Four-pillar audit (organization / data / tech / strategy). Output: maturity scorecard with named gaps.
Weeks 4–5 — Prioritize. Use-case workshop with leadership. ROI modeling on the top 8–10 candidates. Output: ranked backlog.
Week 6 — Readout. Board-ready deck. 30-minute walkthrough. Investment-sequencing plan with named owners.
Proof
Investment
FAQ
Is this just a maturity assessment? No. Maturity scoring is the diagnostic input. The output is a prioritized investment plan you can take to the board, with ROI modeled per use case. Most maturity assessments stop at the score.
What if our pilots are already running? Even better. We use existing pilot data to inform the prioritization. Often the answer is to kill some pilots and double-down on others — the diagnostic shows which.
Do we need to be in healthcare? No. Healthcare is our deepest proof base, but the four-pillar framework applies to any company asking the AI question. Fintech, ad tech, travel, and PE-backed services have all run this.
What happens after the readout? ~40% of clients move into a 100-Day Growth Thesis to operationalize the top use case, or a GTM-as-a-Product build if the AI work needs a commercial engine to land in. There is no obligation — the diagnostic stands on its own.