A structured audit to identify, score, and prioritize AI opportunities aligned with business outcomes, capacity, and risk tolerances.
Start here: Make the AI Opportunity Audit deliver real, measurable value. Organizations ask two related questions when they think about AI: "What could AI do for us?" and "Which projects deserve our limited time and budget?" This audit exists to answer the second question in a clear, repeatable way—so your team stops...
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Scoring & Prioritization Guide: A reproducible rubric. Prioritization works when the criteria reflect your organization's goals and when scoring is consistent. This guide gives a practical rubric you can use immediately and adapt over time. Three core axes. Value: Expected benefit if the project succeeds (reduced...
Risk & Readiness Checklist — run this before you pilot. Use this checklist to identify showstoppers and remediation tasks before you commit engineering time. Data. Data access: Can engineering access a representative dataset for a pilot? (If not, list required steps.) Data quality: Are labels, timestamps, and keys...
Opportunity Brief — one page template. Use this single-page brief to align stakeholders before a pilot. Keep it concise and evidence-focused. Title. Short descriptive name. Problem / Context. One paragraph: who is affected, current process, and pain points (quantify where possible). Proposed AI solution. Short...
Two short example audits: a quick win and a strategic pilot. Example A — Quick win: Automated invoice triage. Problem: Accounts Payable spends 10 hours per week classifying vendor invoices before routing. Errors cause payment delays. Desired outcome: Reduce manual triage time by 70% and cut routing errors by 50%...