
Find the capacity
you didn't know you had
AI agents aren't coming — they're here. With 20+ years of understanding how organizations develop talent and optimize performance, SDI is uniquely positioned to help you identify where AI agents can multiply your capacity — freeing your people to focus on the high-value work that truly matters.
5 weeks
To board-ready results
10-30%
Typical capacity gains identified
From $25K
vs $500K+ at the Big 4
“Digital labor is a new horizon for business. How we architect our businesses will never be the same.”
Marc Benioff, CEO at Salesforce
What Is the Agentic AI Productivity Opportunity?
The question isn't if agentic AI will impact your organization. It's how much — and whether you'll capture that value or cede it to competitors.
A pilot alone doesn't move the productivity needle. The gains show up in real operations — when you know exactly which tasks agents can take on and redesign the work around them.
This isn't just a technology assessment. It's organizational design work — our specialty for over two decades. We understand how your people actually work, which tasks are ripe for agent collaboration, and what the realistic financial impact looks like.
Sound Familiar?
Select the challenges your organization is facing
Click on any challenges that resonate with you
What Is the Agentic Workforce Assessment?
The Agentic Workforce Opportunity Assessment is a rigorous analysis of your organization's workflows, roles, and tasks to identify exactly where AI agents can multiply capacity — and what that means for your bottom line. Our deep expertise in talent development and change management means we don't just identify opportunities; we understand the human side of making them real.
Want the full picture before you talk to anyone? Read the founder's guide: what it is, what it costs, and what it tells you.
Is This an AI Readiness Assessment?
Yes — with one important difference. Most AI readiness assessments start with your technology stack; ours measures workforce readiness — how work actually gets done, which tasks AI agents can take on, and where human judgment has to stay in the loop. You get a readiness picture grounded in organizational reality, not a technology checklist.
What Do You Get from the Assessment?
A comprehensive assessment that delivers actionable insights you can take to your board.
Process & Task Mapping
Detailed analysis of key workflows and the tasks within them, identifying which are candidates for agent automation or augmentation.
Opportunity Sizing
Conservative, defensible estimates of efficiency gains and labor capacity impact — real numbers you can take to your board.
Risk & Readiness Assessment
Honest evaluation of implementation complexity, change management requirements, workforce readiness, and potential organizational friction.
Transformation Roadmap
Prioritized recommendations for which functions to address first, with sequencing that balances quick wins against strategic impact.
Executive Summary
Clear, presentation-ready findings for leadership and board communication.
Who Is the Assessment For?
Organizations with 500-2,500 employees who recognize that agentic AI represents a fundamental shift in how work gets done — and want a clear-eyed view of what it means for their specific situation before making major decisions.
You walk away with a clear picture — whether you engage SDI for the transformation work or not.
How Does the Assessment Process Work?
A 5-week engagement designed to deliver actionable insights.
Discovery
Executive interviews, organizational review, identification of priority functions for analysis.
Deep Dive
Process mapping, task segmentation, stakeholder interviews, workflow documentation.
Analysis & Modeling
Opportunity sizing, risk assessment, roadmap development.
Delivery
Executive presentation, detailed findings report, Q&A session.
What Does the Assessment Cost?
One flat, transparent fee — no RFP, no scoping games, no surprise change orders.
A transparent fixed fee, tiered by company size ($25K to $75K). Set upfront, never negotiated up.
Limited to 4-6 assessments per quarter
Why Choose SDI Clarity for AI Assessment?
We've spent 20+ years helping Fortune 1000 companies with organizational design and talent development. That experience taught us something invaluable: to know where AI can help, you first need to deeply understand how people work. We know the formal structures and the informal ones, the processes on paper and the workarounds people use in practice. That's why we see agentic opportunities others miss.
The big consulting firms are selling technology. The AI vendors are selling tools. We're helping you redesign your organization for a future that's already arriving.
What Are Leaders Saying About the AI Workforce Shift?
Industry leaders are clear: organizations must adapt now or fall behind.
“Digital labor is a new horizon for business. How we architect our businesses and run our businesses and staff our businesses and think about our businesses will never be the same.”
Marc Benioff
CEO
Salesforce
“The current generation of leaders will be the last to manage human-only workforces.”
Greg Shewmaker
CEO
r.Potential
Complementary Offering
AI Multiplies Capacity. But Your People Still Need to Grow.
When AI handles routine tasks, your people shift to higher-value work — strategy, creativity, relationship building. Many clients pair their Assessment with our Outsourced L&D offering to build the AI proficiency and human capabilities that matter most.
Agentic Assessment FAQ
Common questions about our AI workforce assessment
What is an Agentic Workforce Opportunity Assessment?
It's a comprehensive analysis of your workflows to identify where AI agents can augment human work. We map your processes, analyze tasks for automation potential, and create an implementation roadmap for human-AI collaboration.
How long does the assessment take?
Five weeks end to end: stakeholder interviews, process documentation, task and workflow analysis, and the recommendation roadmap. We can adjust scope and timeline for larger or more complex organizations.
How much does the Agentic Workforce Assessment cost?
Pricing starts at $25,000 as a fixed fee set by organization size: $25,000 for up to 750 employees, $50,000 up to 1,500, and $75,000 for 1,500 and above. The fee is set upfront and never negotiated, and it covers the full engagement led by the founder. For comparison, an equivalent diagnostic from a Big 5 firm typically runs $250,000 to $500,000 or more.
What do we get at the end of the assessment?
You receive detailed process maps, task-level analysis, prioritized opportunity recommendations, implementation roadmaps, change management guidance, and ROI projections—everything needed to make informed decisions about AI adoption.
We're still early in our AI journey. Is it too soon for an assessment?
Actually, that's the ideal time. The assessment isn't about implementing AI—it's about understanding your opportunity before you invest. We map your workflows, identify which tasks are candidates for AI augmentation, and give you the data to make informed decisions. Companies that assess first avoid the expensive mistake of automating the wrong things. You'll walk away with clarity whether you're ready to act now or in 12 months.
Can't our IT or operations team do this analysis themselves?
They could map workflows, but they'll likely miss the organizational design implications. IT sees technology; operations sees processes. What they don't see is how roles need to be redesigned, which tasks humans should keep for strategic reasons, and how to manage the change with your people. We bring 20+ years of organizational design expertise combined with hands-on agentic AI implementation experience. We've run these systems ourselves—this isn't theoretical for us.
How is this different from what McKinsey or Accenture would deliver?
Three ways. First, timeline: they'll spend 6-12 months in "discovery phase" while we deliver board-ready findings in 5 weeks. Second, who does the work: you'll get our senior practitioners, not junior consultants learning on your dime. Third, what happens after: big firms hand you a 300-slide deck and say "call us for Phase 2." We give you an actionable roadmap and can actually help you implement it—or you can take it and run. No vendor lock-in, no technology partnerships we're trying to sell you.
What if the assessment shows AI won't help us much?
Then we'll tell you that—and you'll have saved yourself from a costly implementation that wouldn't have paid off. But in our experience, every organization has capacity hiding in plain sight. The question isn't whether AI can help; it's where and how much. Even conservative estimates typically show 10-20% efficiency gains in administrative and analytical functions. We use defensible assumptions specifically so you can take our numbers to your board with confidence.
Will this assessment lead to layoffs? Our employees are nervous about AI.
We frame our work around capacity creation, not headcount reduction. When AI handles routine tasks, your people can focus on higher-value work—customer relationships, complex problem-solving, strategic initiatives. Most of our clients use the freed capacity to grow without proportional hiring, improve service levels, or redeploy people to roles that were understaffed. We also assess change management readiness because successful AI implementation depends on your people embracing it, not fearing it.
Can you share results from other assessments you've done?
We're in the early stages of bringing this offering to market, but we're not new to organizational transformation. We've spent 20+ years helping Fortune 1000 companies redesign how work gets done—and we've implemented agentic AI in our own operations, running workflows that would have required 3-4 additional hires. We understand both the organizational design and the technology because we live it daily. Our first wave of assessments is delivering 15-25% capacity identification within the 5-week timeframe.
You work directly with the practitioner — not a pitch team
Your assessment is led by Jeremy Erard, who founded SDI Clarity in 2003 and has spent 20+ years designing organizational and talent strategy for Fortune 1000 companies. The senior practitioner leads the interviews, maps the workflows, and presents to your board — there is no junior team learning on your dime.
He is also an operator: SDI runs its own multi-agent AI systems in daily operations. The recommendations come from someone who knows firsthand what is real, what is hype, and what it actually takes to put agents to work.
The honest comparison
Big 4 / Big 5 firms
$500K+
6-month engagement, staffed by juniors
SDI Clarity
From $25,000
5 weeks, led by the founder
You walk away with a clear, board-ready picture in 5 weeks — whether you engage SDI for the transformation work or not. The briefing below is a no-obligation 30-minute conversation to confirm fit before any commitment.
Schedule Your Executive Briefing
A 30-minute conversation to understand your organization's unique situation and determine if an assessment is right for you.
Limited to 4-6 assessments per quarter
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