Skip to main content

What happens in the five-week assessment

A focused five-week engagement that maps the work, defines what people and agents should own, and builds a capacity case leaders can use before implementation begins.

An illustrative work-design session in which leaders trace a workflow and its operating consequences

Five-week decision sequence

Advance from operating evidence to an executive-ready capacity case before implementation begins.

Discover

Model

Decide

Illustrative engagement scene. The working sequence includes leadership alignment, process evidence, task segmentation, capacity analysis, and executive recommendations.

Five weeks from evidence about the work to a decision leaders can use.

The work moves from observation and workflow evidence to a human-and-agent boundary, a capacity case, and a route for capability and adoption.

Phase 1
Week 1

Discovery & Kickoff

Initial stakeholder meetings, scope definition, and team alignment.

Executive sponsor briefing
Core team identification
Scope and objectives alignment
Communication plan setup
Phase 2
Weeks 2-3

Process Mapping

Deep-dive into your workflows through interviews and documentation.

Stakeholder interviews (8-12 sessions)
Workflow observation and shadowing
Process documentation creation
Time allocation analysis
Phase 3
Week 4

Analysis & Segmentation

AI readiness assessment and task categorization.

Task segmentation analysis
AI opportunity identification
ROI potential estimation
Risk assessment
Phase 4
Week 5

Recommendations & Roadmap

Final deliverables and strategic recommendations presentation.

Executive presentation
Detailed recommendations report
Implementation roadmap
Next steps planning

What You'll Receive

The deliverables show leaders what is happening, what should change, and why. Leaders receive a usable decision case rather than a generic readiness score or a deck that needs another translation step.

Comprehensive Process Map Documentation
Task segmentation and human/agent boundary map
Prioritized Automation Opportunities Report
Capacity case with named assumptions and evidence
Implementation Roadmap with Phasing
Executive Summary and Presentation
Change Management Recommendations
Implementation requirements and decision gates

Duration

5 weeks

Your Commitment

2-4 hours per week from key stakeholders

Your SDI Team

Focused SDI working team

Start with the operating question.

Bring the workflow, capacity question, or customer-facing bottleneck that needs a defensible view of the work. We will determine whether the assessment is the right next step.