Recommended Package
Foundation
Process Redesign (AA-02) + Governance (AA-03) + Manager Ownership (CM-02). Creates the conditions for any later AI or coaching work to stick.
Directional starting estimate. Final scope set on the intro call. Win Either Way guarantee applies to agreed outcomes.
What's included
- AA-02Process Discovery & Redesign for AI Readiness
AI fails most often when it's bolted onto broken, undocumented, or highly variable processes. Teams of 50+ carry tribal workarounds and exception handling that no model can learn cleanly, so automating the current state just accelerates the problems already there.
- AA-03AI Governance & Safe Adoption Framework
Someone in accounting is already pasting client numbers into a public chatbot to save an hour, and nobody in IT knows it's happening. Multiply that across a firm of 50 or more people and the exposure adds up fast, while the formal AI project sits stalled because legal is still waiting on rules nobody's written yet.
- CM-02Manager & Supervisor Outcome Ownership
In firms of 50+, senior leaders can no longer be the default decision and escalation point. Many managers still lack the decision rights, standards, and coaching skills to develop their own people, so issues keep rising and capacity stalls.
Illustrative timeline
Typical 12–16 weeksTypical 12–16 wksDirectional sequence. Calendar locked after diagnostic.