Start with clarity.
Then decide what to fix, automate, or stop.
A fixed-fee engagement that identifies tech drag, clarifies ownership, and produces a sequenced 30–60 day plan— including where AI fits safely (and what must stabilize first).
Not a fit for vendor shopping or “AI experimentation only.” We work best when someone can own decisions and follow-through.
- ✓ Tech drag diagnosis (where time, rework, and risk are coming from)
- ✓ Ownership + workflow clarity (inputs, decisions, and where things break)
- ✓ 30–60 day sequenced plan (what to stop, start, and sequence next)
- ✓ AI fit brief (safe pilots tied to real workflows + what to stabilize first)
Real patterns. Real fixes.
Micro-Proofs are short, outcome-focused examples so you can match your situation quickly before you invest time in discovery.
Validated mappings + trial syncs before scaling.
Stopped ‘dueling numbers’ by governing inputs.
Clarified ownership to turn days into minutes.
Made requirements explicit to prevent churn.
Stabilized first so modernization was safe.
Mapped reality and reduced overlap + drift.
Exactly what you receive
Not a long audit report. Practical artifacts your leadership team can use to make decisions and execute.
Tech Drag Map
The workflows, handoffs, and systems where time disappears: duplicate entry, rework loops, brittle integrations, and “shadow spreadsheets.”
Ownership + Decision Map
Who owns inputs, definitions, approvals, and escalation when reality doesn’t match the plan. This is where most “AI projects” break.
30–60 Day Sequenced Plan
A do-first list with recommended owner, effort/impact guidance, and dependencies. What to stop, start, and sequence next.
AI Fit Brief
Where AI can safely create leverage now, what must stabilize first, and candidate pilots tied to real workflows— not demos.
What happens after you submit
A short, structured engagement designed to produce decisions—not a months-long discovery project.
Fit + goals
Quick call to confirm scope, outcomes, and the right stakeholders. If it’s not a fit, we’ll say so quickly.
Reality check
Interviews + review of key artifacts. We identify drag, ownership gaps, and integration failure points.
Readout + plan
Executive readout and a sequenced 30–60 day plan with owners and next steps (including AI fit).
Tech Reality Check™ intake
This intake is intentionally more detailed. The quality of the plan depends on the quality of inputs.
Time: ~10–12 minutes. Next step is a fit + scheduling call.
Common questions
Do we need to prepare anything?
Minimal. We’ll ask for a short list of systems, key workflows, and 2–3 examples of “where it breaks.” If you have documentation, great—but it isn’t required.
Who should attend?
The executive sponsor plus 2–4 operators who live in the workflows. The goal is speed and accuracy, not a big committee.
Will you recommend vendors?
We can, but only after reality is validated. Most teams benefit more from clarifying ownership, data access, and integration risk first.
What if the decision is already made?
If you need a rubber stamp, this won’t be a fit. If you need sequencing and risk reduction so implementation doesn’t stall, it still can be.