Start with the information a decision needs.
These patterns come from four example business-assessment reports. They draw on previous client work, with identifying details changed or combined for confidentiality. Each report follows a business closely enough to show why a particular change might help.
I use the name AI Gap for the difference between the current process and a change that software and AI might now make worthwhile. These examples show how I start investigating that difference.
Where the work tends to get stuck
A decision needs details from several places.
The details are spread across emails, files and people’s memories. Someone has to bring them together before a decision can be made.
A task moves on without the details needed to do it.
The next person gets the task, while the customer history or reason for an earlier decision stays somewhere else.
Routine questions keep returning to the owner.
People need the owner to recall a detail or explain who may decide. A shared record or a written rule may help, depending on the decision.
The useful part is the explanation underneath.
A rating needs an explanation. I want to know what happened, which examples support the finding and why a particular change might help.
The four reports show that reasoning. You can follow a problem back to the information, instructions and approvals the business needs.
Read the example assessment reports →What would you like the business to handle better?
Tell me what the business does and what you’d like help with. If a detailed assessment would be useful, I’ll explain the $2,500 Read: a 90-minute session and a report with my recommendation.
Show me your workflowStart with a short inquiry. I’ll reply personally, usually within two business days, and arrange a free 20-minute conversation when I can help.