Find the work worth giving to AI, before you buy or build.
Many AI initiatives fail before the technology step. The problem is often choosing the wrong work to automate. The Business AI Analyst maps how work actually gets done, scores every task for automation fit, and hands you a ranked backlog, including a list of what not to automate.
How we score a task for automation fit
Every task in your workflows gets scored on dimensions like these. High scores go to the backlog. Low scores go to the kill list and stay with your people. Move the sliders to see how the recommendation changes.
Simplified preview. The real assessment scores 12+ dimensions per task, based on workflow interviews and data-readiness review.
TASK: INVOICE INTAKE & MATCHING
Deliverables, not decks
Workflow interviews
Structured sessions with the people who do the work, not just their managers.
Process mapping
How work actually flows across people and systems, exceptions included.
Data-readiness assessment
Whether the data an agent needs exists, is accessible, and is trustworthy.
Automation-fit scoring
Every task rated on repetition, rules, volume, data, reviewability, and risk.
Ranked use-case backlog
A prioritized list of agent candidates with effort and payoff estimates.
Agent job descriptions
Role, tools, permissions, and success measures for each candidate agent.
Risk & compliance review
Where approvals, audit, and data-handling constraints apply.
The kill list
Weak use cases named and retired before they burn budget.
First-agent recommendation
The single best place to start, with the reasoning on the record.
90-day roadmap
From first pilot to a managed foundation, sequenced and costed.
Half the job is knowing what not to automate
Every engagement produces a “do not automate” list: work that’s too ambiguous, too high-stakes, too relationship-driven, or too exception-heavy for AI to own. That list protects your budget, your customers, and your team’s trust.
From interviews to a 90-day roadmap
Discovery sprint
Interviews, process mapping, and data-readiness review across target workflows.
Scoring & backlog
Automation-fit scoring, ranked backlog, kill list, and agent job descriptions.
Readout
First-agent recommendation and a 90-day roadmap your leadership can act on.
Prove it
Optional: first agent pilot in a real workflow, measured against a baseline.