The Roadmap
Find where AI pays.
We spend time with your purchasing, finance, and floor teams to find where AI will pay in your operation and where it won’t. You leave with your operation scored on the Readiness Ledger, a phased roadmap, and a fixed quote for the highest-value build. The roadmap is yours to keep, whether or not we go further.
- Duration
- 2 to 3 weeks
- Fee
- Fixed. Credited in full toward the build
- Method
- The Readiness Ledger
What you walk away with.
- 01
Your operation scored on the Readiness Ledger: five dimensions, data, process, systems, people, and payoff.
- 02
Every opportunity scored on value against feasibility, from the purchasing run to the shop floor.
- 03
A prioritized roadmap, phased, with a one-page brief on each opportunity.
- 04
A fixed, no-surprise quote for the top build.
The Readiness Ledger.
Five dimensions, scored for your operation as it actually runs. Where the line is short, the roadmap says what closes it before a build starts.
- Data
- What exists, where it lives, and whether a system can read it without a person re-keying it.
- Process
- How the work actually moves today, who touches it, and where it waits.
- Systems
- The ERP, the spreadsheets, the inboxes: what a build has to connect to and what it can replace.
- People
- Who owns the workflow, who would review what the system flags, and what they need to trust it.
- Payoff
- What the problem costs a year, in money or hours, against what the build would cost to run.
What the roadmap looks like.
A prioritized, phased plan. Every AI opportunity in your operation scored on value and feasibility, and sequenced so the biggest payoff comes first. Here is an illustrative one.
| # | Phase | Opportunity | Value | Feasibility | When |
|---|---|---|---|---|---|
| 01 | Quick win | Invoice Intelligence Every vendor invoice read to the cent and checked against the quote, so overbilling and price increases are caught before they are paid. | High | Ready | Phase 1 |
| 02 | Core build | Operations Cockpit One live screen for the numbers you run the shop on: overtime, delivery status, quality escapes, scrap. Exceptions surfaced, owners chased automatically. | High | Medium | Phase 2 |
| 03 | Expand | Quality and rework pattern detection Every corrective action and rework ticket read for what keeps recurring, by part, department, and shift, before it costs the next order. | Medium | Medium | Later |
Sample deliverable · illustrative · not a client’s roadmap. Plus a one-page brief on every opportunity and a fixed quote for Phase 1.
We start with a call about the bottleneck. Over two to three weeks we work alongside your team, learn how the purchasing run, the quoting, and the floor actually work, and test every AI opportunity against real value and real feasibility.
You get a walkthrough of the findings and a written roadmap you own. If a build makes sense, its price is fixed before you commit. If an off-the-shelf tool would do the job, we’ll tell you.
One path, three steps. No forced sequence.
- 01
The Roadmap
Fixed feeCredited in full toward your build if you proceed. You pay to find the opportunity, not twice.
- 02
Custom Systems
One engagement · all-inBuilt, run, and improved as one engagement, fixed-quoted in your roadmap before anything is built. How a build works →
- 03
Expand
When you’re readyThe next system is a natural next build. Same diagnose-first path, priced on its own.
Start with the Roadmap.
Thirty minutes tells you whether it is a fit, and whether the Roadmap or the Invoice Audit is the right first step. You owe nothing either way.