How long does the assessment take?

A typical assessment takes 4-6 weeks, including stakeholder interviews, process documentation, analysis, and recommendation development. We can adjust scope and timeline based on your organization's complexity.

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.

AI-powered workforce optimization visualization

Agentic Workforce Opportunity Assessment

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.

Schedule Executive Briefing View Process Details

Not another 6-month consulting engagement

See how we compare to Big 5 firms

5 weeks

To board-ready results

10-30%

Typical capacity gains identified

$25K

Starting investment

“Digital labor is a new horizon for business. How we architect our businesses will never be the same.”

Marc Benioff, CEO at Salesforce

The 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.

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.

At 1,000 employees, a 20% efficiency gain =

$12M

in annual labor capacity

Calculate Your Opportunity

Sound Familiar?

Select the challenges your organization is facing

Click on any challenges that resonate with you

What It Is

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.

What You Get

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 Assessment

Honest evaluation of implementation complexity, change management requirements, 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 It's 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're too large to ignore this

You're too small for the big consulting firms to care

You're smart enough to want real analysis before committing

You walk away with a clear picture — whether you engage SDI for the transformation work or not.

The Process

A 5-week engagement designed to deliver actionable insights.

Week 1

Discovery

Executive interviews, organizational review, identification of priority functions for analysis.

Weeks 2-3

Deep Dive

Process mapping, task segmentation, stakeholder interviews, workflow documentation.

Week 4

Analysis & Modeling

Opportunity sizing, risk assessment, roadmap development.

Week 5

Delivery

Executive presentation, detailed findings report, Q&A session.

Investment

Pricing depends on organizational complexity and scope of functions analyzed.

No RFP required. No committee approval needed for most organizations.

You'll have clarity in 5 weeks — whether you engage us for implementation or not.

Starting at $25,000

Tiered pricing based on organization size

5-week engagement

Limited to 4-6 assessments per quarter

Why SDI Clarity

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.

20+ years helping Fortune 1000 companies with organizational design

Deep understanding of how organizations actually work

Practitioners, not just advisors — we run our own multi-agent AI systems

We know what's possible, what's hype, and what it actually takes

Deep OD expertise combined with hands-on agentic AI experience

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.

The AI Workforce Shift Is Here

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 develop the human capabilities that matter most.

Explore Outsourced L&D

FAQ

Agentic Assessment FAQ

Common questions about our 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.

Limited Availability

Schedule Your Executive Briefing

A 30-minute conversation to understand your organization's unique situation and determine if an assessment is right for you.