Diagnostic report
Ground truth before investment: where value actually sits in the operation, what the data can honestly support, and a ranked verdict on every candidate — including the ones we advise against. It is written to be usable by a firm that is not us.
- Value map across the operation, with the measurement source for each figure
- Data-reality assessment per candidate — what exists, what is retrievable, what is fiction
- Ranked opportunity portfolio with a build / buy / wait / do-not-build verdict each
- Effort, run-cost, and risk profile for the leading candidates
- Written evaluation thresholds the pilot would have to clear, with their baselines
- Executive readout: fifteen slides that survive being presented without us in the room
| Candidate | Verdict | Reasoning |
|---|---|---|
| Tier-1 service desk deflection | Build | Volume, ticket structure, and resolution history support a measurable pilot. Baseline is clean and already instrumented. |
| Contract review assistant | Wait | The clause corpus is not retrievable to the standard this use case needs. Revisit after the records migration completes; re-scoring is a two-day exercise, not a new diagnosis. |
| Demand forecast copilot | Do not build | The reported pain is a decision-rights gap, not an information gap. Forecasts are already accurate enough; they are overridden downstream. An AI layer here would automate the step that is not broken. |
| Field engineer knowledge assistant | Buy | Three vendors already meet the requirement at a lower total cost than building. We name them and the evaluation we would run to choose between them. |