Clear view of bottlenecks, duplicated work, decision gaps, and system fragmentation across the selected workflow.
Representative Output
What an AI Workflow Discovery Sprint looks like.
This is a representative, anonymized view of the output structure I use for a fixed-scope discovery engagement. It is designed to help a client move from vague AI interest to a clear first implementation path.
2-week fixed-scope engagement
USD 8,000 fixed fee
Written-first remote delivery
Representative format, not client-confidential material
Typical output package
- Executive summary and transformation thesis
- Current-state workflow diagnosis
- Priority-ranked AI and automation opportunities
- Recommended architecture and operating model direction
- 30/60/90-day action plan
- Executive readout and decision next steps
What The Client Receives
The deliverables are built to support decisions, not just document observations.
The sprint produces a concise output pack that helps a leadership team decide where to start, what to avoid, and how to move without overcommitting engineering time too early.
AI and automation opportunities ranked by business value, implementation complexity, and readiness.
Recommended approach covering process change, tooling direction, architecture boundaries, and operating model implications.
Practical sequencing for quick wins, dependencies, ownership, and the first implementation phase.
Example View
A representative snapshot of how the output is structured.
The exact format varies by client, but the structure stays consistent: identify the highest-leverage workflow, diagnose why it is breaking down, prioritize the best intervention points, and define a practical delivery path.
What is happening now and why it matters.
Example conclusion: the workflow is not blocked by missing AI tools. It is blocked by fragmented ownership, manual handoffs, inconsistent data capture, and no shared decision logic across teams.
Best first move: restructure the workflow around one shared intake and triage layer before automating
downstream tasks.
Which opportunities are worth acting on first.
Shared intake and classification
High value · Low complexity · Start now
Decision-support summaries
High value · Medium complexity · Phase 1
Cross-tool workflow automation
Medium value · Medium complexity · Phase 2
Generative reporting layer
Medium value · Higher complexity · Later
How the future-state system should be shaped.
The output identifies what should remain human-led, what should become system-led, where AI should sit in the workflow, and which integrations or knowledge layers are actually worth building first.
- Keep approvals human-led where accountability matters
- Use AI for triage, summarization, and draft generation first
- Delay full platform rebuilds until workflow discipline is proven
What the next 90 days should actually look like.
- Day 0-30: align workflow scope, owners, and baseline measures
- Day 31-60: implement one high-value automation or AI layer
- Day 61-90: validate usage, tighten feedback loops, and expand deliberately
How The 2 Weeks Run
The cadence is designed to create clarity fast without creating meeting fatigue.
Discovery
Review materials, run stakeholder interviews, and map the workflow, tools, and points of friction.
Diagnosis
Identify root causes, group opportunity areas, and narrow the focus to the highest-leverage first moves.
Design
Define the recommended architecture or operating model direction and outline the phased execution path.
Readout
Deliver the output pack, walk the client through tradeoffs, and align on the next phase only if it makes sense.
Client Inputs
What I usually need from the client side.
This sprint works best when the client brings one accountable sponsor, the right operating context, and quick access to the people closest to the workflow.
- One primary sponsor or operating owner
- Access to 3-5 relevant stakeholders
- Current workflow notes, SOPs, or tool screenshots if available
- Clear decision on which workflow is in scope
- Willingness to review a concise written readout and decide quickly
Use This As The First Step
If this format fits your situation, I can tailor a scoped proposal within one business day.
The sprint is intended to be the lowest-risk way to create decision clarity, validate where AI belongs, and avoid jumping into a large implementation too early.