AI Operating Leverage Audit
Find the 3 workflows where AI can create measurable operating leverage in the next 90 days, and calculate the economics before you build anything.
Book the audit callScope and timing are set on a short first call.
Who it's for
COOs, heads of operations and transformation leaders at companies that already spend on AI (licenses, tokens, pilots, internal tools) but can't yet show what that spend is producing.
It works best when the CIO or CTO, the CFO and the owners of the candidate workflows can each give an hour. Their questions about architecture, economics and day-to-day work shape the recommendations.
The questions it answers
- Which workflows are worth redesigning first, and which should wait?
- What does each one cost today, in hours, errors and cycle time?
- Should we build, buy, or use plain automation?
- What controls does each workflow need before it goes live?
- How will we know, in numbers, that it worked?
What gets assessed
- Where AI is already in use, and what it costs
- The highest-frequency, highest-friction workflows
- A current-state baseline for each candidate workflow
- AI tool sprawl and overlapping spend
- Data, risk and governance readiness
- Who would own and maintain each workflow
- Manual input. Someone reads an invoice, contract or intake form, pulls out the fields, and types them into another system.
- System bridges. Export from system A, clean it in a spreadsheet, import into system B, then message someone that it's done.
- Validation. A senior person re-checks every record for correctness, applies the rules by memory, and fixes what's wrong.
- Attention overload. Email, Slack, tickets, transcripts and dashboards. People read everything to find the few items that matter.
What you leave with
- A workflow opportunity map
- Your top 3 workflows, ranked by expected leverage
- A baseline and target proof metrics for each
- A build, buy or automate recommendation for each
- The controls each workflow needs before it goes live
- A 90-day roadmap
What it isn't
- A tool demo or vendor pitch
- A generic AI strategy deck
- A headcount-reduction plan
- A commitment to build anything
If the audit finds nothing worth building, that's the answer. If I'm not the right person, I'll say so.
How each workflow will be measured
The audit sets the baseline and picks the proof metrics up front, so a later deployment is judged against numbers agreed in advance.
Level 1
Time
Hours recovered per month, time per case, waiting time
Level 2
Quality
Errors, exceptions and rework per 100 cases
Level 3
Throughput
Cases processed, contracts reviewed, customers onboarded, tickets resolved
Level 4
Economics
Cost per completed outcome, output per FTE, capacity freed for growth
Level 5
Enterprise ROI
Operating cost, margin, revenue
What happens next
You own the roadmap either way. Run it with your own team, or bring me in for AI Workforce Implementation to redesign and deploy the first workflows with you.
Book the audit call