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AI Workforce Assessment

Redesign work before you deploy agents at scale

A five-week executive assessment that shows which repeatable work AI agents could handle, which decisions must stay human, and how your business can reinvest the time in customers, innovation, and growth.

Repeatable work moves through a bounded agent system while exceptions and accountable judgment remain with a person.

Illustrative SDI method

See where agents can carry repeatable work and where people must retain judgment and accountability.

Separate work

Protect judgment

Review outcomes

Method illustration, not client data. The five-week assessment produces task evidence, clear ownership for people and agents, opportunity sizing, and a board-ready roadmap.

WHAT LEADERSHIP CAN ACTUALLY INSPECT

A board-ready decision,
not an AI pitch.

SDI turns workflow evidence into a decision leadership can defend: where to begin, how much time AI could free, where people can reinvest it, and what must be true for the change to work.

Discuss the decision in front of you
SDI CLARITY / EXECUTIVE WORKING BRIEFILLUSTRATIVE SDI METHOD

AGENTIC WORKFORCE OPPORTUNITY

From transactional load
to human value.

01

Work observed

High-volume handoffs, repeatable coordination, and the decisions they support.

02

Human boundary

Judgment, accountability, customer trust, and exceptions that remain owned by people.

03

Business choice

Where agents can handle repeatable work and where people can create more value with the time that frees.

04

What makes it work

Skills, communication, governance, and sequencing needed to put the redesign into practice.

NEXT DECISION

Choose the priority workflow for a bounded assessment.

Where Can AI Create Meaningful Business Value?

AI agents can complete a defined sequence of work, not just help someone draft an answer. The leadership question is where that difference can create meaningful value in your business.

A pilot alone will not change business performance. The gains appear in real operations when you know which tasks agents can handle and redesign the work, roles, controls, and handoffs around them.

This includes readiness, but it goes beyond a technology-only review. It is organization design, an area SDI has worked in for more than two decades. We examine how work actually happens, where agents can help, and what a realistic financial and workforce impact could look like.

What leaders can see and decide

A business case built from your work, not a generic benchmark.

The assessment quantifies work volume, handoffs, human judgment, and the time each opportunity could free. Every assumption is visible before the recommendation goes to the board.

Which pressure is closest to the decision in front of you?

Choose the conditions that need evidence before leadership can act.

Click on any challenges that resonate with you

The assessment

What is the AI Workforce Assessment?

A five-week analysis of workflows, roles, tasks, and decisions that shows where AI agents can handle repeatable work, where people must remain accountable, and how the time created can produce business value.

SDI connects the AI opportunity to the role changes, skills, communication, and support people need. Leaders leave with a practical course of action rather than a list of tasks to automate.

Read the founder's complete guide ↗

The critical distinction

How is this different from a technology-only readiness review?

Conventional starting point

Technology, tools, data, and infrastructure

These are necessary inputs, but they do not tell leadership how work, roles, and accountability should change.

SDI's starting point

The work, the people, and how the organization operates

Map the work, decide what people and agents should own, size the opportunity, and define what people need to make the new way of working succeed.

What leaders receive

What do you get from the assessment?

Five connected deliverables take leaders from observed work to a board-ready recommendation. Each one makes the assumptions behind the next step visible.

Work flowing through the system

See the work move before deciding what changes.

Trace repeatable load, decision points, exceptions, and human accountability in one view.
Customer needRepeatable loadOwnership gateAgent laneHuman judgmentCapacity returned
01Visible flow02Explicit ownership03Higher-value capacity

A customer need enters a workflow. Repeatable work reaches a decision boundary, branches into agent-supported work and accountable human judgment, then reconnects as capacity reinvested in higher-value work.

Illustrative SDI method view, not client evidence. Client-approved artifacts and documented work remain available in the portfolio.
DELIVERABLE / 01

Process & Task Mapping

A detailed view of how priority work moves today, including which tasks AI agents could handle and which still require people.

DELIVERABLE / 02

Opportunity Sizing

Conservative estimates of time, cost, and workforce capacity, built from visible assumptions leaders can review with the board.

DELIVERABLE / 03

Risk & Readiness Assessment

An honest view of implementation risk, workforce readiness, change requirements, and likely points of friction.

DELIVERABLE / 04

Transformation Roadmap

Prioritized recommendations for which functions to address first, with sequencing that balances quick wins against strategic impact.

DELIVERABLE / 05

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 AI agents could fundamentally change how work gets done and want a practical view of what it means for their specific situation before making major decisions.

Complex enough that isolated pilots will not create enterprise value
Lean enough that speed, direct attention, and a focused scope matter
Responsible enough to require evidence before a major implementation

You leave with a map of the work, a reviewable business case, and a practical first step.

Illustrative capacity logic

Move the repeatable load. Reinvest human attention.

The value is not fewer people doing the same work. It is a redesigned system that gives people more room for judgment, relationships, and improvement.

High-volume repeatable work is identified and routed through an explicit work-design boundary. Appropriate repeatable tasks move to agent-supported execution while accountable human judgment remains with people. The capacity released is reinvested in customer relationships, customer experience, and business innovation.

Illustrative SDI method view, not a forecast or client result. The assessment tests this logic against actual workflow evidence, risk, and operating constraints.

A focused five-week process

How does the assessment process work?

The sequence reduces uncertainty step by step: set the scope, observe the work, size the opportunity, and give leadership a clear recommendation.

  1. 01

    Week 1 / Set the scope

    Interview leaders, review the organization, and choose the priority work to study.

  2. 02

    Weeks 2–3 / Study the work

    Map workflows and handoffs, break roles into tasks, and hear from the people who do the work.

  3. 03

    Week 4 / Estimate value and risk

    Size the opportunity, test the assumptions, assess risk, and set priorities.

  4. 04

    Week 5 / Decide what happens next

    Present the findings, answer leadership questions, and agree on a practical next step.

At each step, leaders can see what was learned, what remains uncertain, and why the final recommendation follows.

What Does the Assessment Cost?

One flat, transparent fee with no RFP, scoping games, or surprise change orders.

A defined scope and published price make approval and planning easier.
The five-week schedule creates a clear decision point for leadership.
Starting at $25,000

A transparent fixed fee, tiered by organization size. Set upfront, never negotiated up.

Up to 750 employees$25,000
751 to 1,500 employees$50,000
Over 1,500 employees$75,000

Each tier keeps the same five-week method; scope and stakeholder coverage expand with organizational size.

5-week engagement

Our accountability guarantee

If the assessment does not identify at least 3x its fee in named, quantified opportunities, the full fee credits toward implementation.

Want a smaller first step?

AI Readiness Diagnostic: $7,500, one week

Fixed scope, one week. You get a readiness scorecard, your three biggest AI workforce opportunities with numbers attached, and a clear roadmap. Move to the full assessment within 90 days and 100% of the fee credits toward it.

Why Choose SDI Clarity for AI Assessment?

SDI was founded in 2002, and its founder has spent more than 20 years inside talent development designing work for Fortune 1000 companies. The assessment applies that experience by examining the formal process, the real handoffs and workarounds, and the moments where accountable human judgment still matters.

Organization design grounded in how work actually happens
Hands-on experience running AI agents in SDI operations
A practical view of what is useful, what is hype, and what implementation requires

Technology providers can explain what a platform does. SDI starts with a different question: how should the work, roles, controls, and skills change so the technology creates business value?

Make the freed capacity useful

When AI takes on routine work, people need new skills to use the time well.

SDI can help people build the AI fluency, judgment, customer skills, and leadership practices the redesigned work requires.

Decision questions

AI Workforce Assessment FAQ

Common questions about our AI workforce assessment

01What is an AI Workforce 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.

02How 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.

03How much does the AI 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 for 751 to 1,500, and $75,000 for organizations with more than 1,500 employees. The fee is set upfront and covers the five-week engagement led by the founder. A responsible comparison looks at the scope, deliverables, who stays involved, decisions enabled, and implementation path. It does not rely on an unverified universal competitor benchmark.

04What do we get at the end of the assessment?

You receive detailed process maps, task-level analysis, prioritized opportunity recommendations, an implementation roadmap, change guidance, and a transparent business case that separates observed evidence from directional capacity assumptions. Together, these give you what you need to make a more informed decision about AI adoption.

05We're still early in our AI journey. Is it too soon for an assessment?

It can be useful before a technology choice has been made because the work sets the scope, not the tool. The assessment maps workflows, identifies where AI may or may not help, and gives leaders evidence for the next decision. It may also conclude that some opportunities are not ready or not material enough to pursue.

06Can't our IT or operations team do this analysis themselves?

Your IT and operations teams are essential partners. They bring technology, process, controls, and operating context; SDI adds a work-and-organization lens that connects those inputs to roles, accountability, skills, and day-to-day adoption. The assessment is designed to strengthen that shared decision, not replace internal expertise.

07How is this different from what McKinsey or Accenture would deliver?

The clearest difference is how the work happens. SDI offers a focused five-week engagement, and the people who scope it stay involved. The recommendation starts with observed work, task boundaries, handoffs, controls, and what the organization intends to do with the capacity it creates. You keep the roadmap and can implement it with SDI or independently; there is no technology partnership the recommendation must support.

08What if the assessment shows AI won't help us much?

Then we'll say so. The evidence can prevent a costly implementation aimed at the wrong work. The assessment does not assume every workflow should use AI. It tests where repeatable load exists, where controls or human judgment make automation inappropriate, and whether the opportunity is material enough to act on.

09Will this assessment lead to layoffs? Our employees are nervous about AI.

The assessment measures capacity creation and work redesign; it does not prescribe a headcount action. Leadership decides how any released time is reinvested. The recommendation makes those choices and assumptions explicit, including opportunities to improve customer relationships, service, problem-solving, and other work where human judgment matters.

10Can you share results from other assessments you've done?

This assessment offer is newer than SDI's organizational-transformation practice, so we distinguish assessment scenarios from released client results. SDI brings 20+ years of Fortune 1000 work and hands-on experience operating multi-agent workflows internally. We will publish assessment outcomes only when a client release and a documented measurement record support them.

11Is there a guarantee?

Yes. If the assessment does not identify at least 3x its fee in named, quantified opportunities, the full fee credits toward implementation. We can offer that because the assessment is built to find specific, measurable opportunities instead of general observations.

12Is there a smaller way to start?

Yes. The AI Readiness Diagnostic is $7,500, has a fixed scope, and takes one week. You get a readiness scorecard, your three biggest AI-workforce opportunities with numbers attached, and a clear next-step roadmap. If you move to the full assessment within 90 days, 100% of the diagnostic fee is credited toward it.

Who runs your assessment

You work directly with the people leading your assessment, not a separate sales team.

Your assessment is led by Jeremy Erard, who founded SDI Clarity in 2002 and has spent 20+ years designing organizational and talent strategy for Fortune 1000 companies. The same people lead the interviews, map the workflows, and present the recommendation. That continuity is a deliberate part of how SDI works.

Jeremy also uses AI agents in SDI's daily operations. That gives him firsthand experience with what works, what does not, and what it takes to use agents responsibly.

Compare how the work is staffed

Large consulting team

More layers of staffing and discovery

Often useful when the transformation itself requires a large, multi-layer implementation team.

vs

SDI Clarity

Fixed scope / 5 weeks

The people who frame the work stay involved through the executive decision.

You walk away with a clear, board-ready picture in 5 weeks. You can use it whether or not SDI helps with implementation. The briefing below is a no-obligation 30-minute conversation to confirm fit before any commitment.

Work & workflow guide

Build enough clarity to make the first AI decision well.

Use the language, thinking, and released evidence below to examine where repeatable work belongs, what must remain human, and what leaders should be able to defend before investing.

Ask Clara / SDI AI Sales Consultant

Apply this thinking to the decision in front of you.

Bring Clara one workflow, role, or source of transactional load. She can help clarify the decision, surface the next useful questions, and route you to relevant SDI evidence.

Founder-led assessment

Schedule a 30-Minute Assessment Conversation

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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Choose a time, or keep the conversation on your terms.

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