Current-state summary
A clear view of existing AI use, effectiveness, operating friction, and readiness across the areas examined.
AI & Workflow Audit
Know where you stand.
Decide what comes next.
Examine one department or up to three related workflows, compare the opportunities that could matter most, and leave with a sequenced direction for the next 12 months.
Discuss the auditWhat you leave with
A direction your team can act on.
The audit examines current AI use and selected workflows in one department or another agreed area. Its findings and roadmap are grounded in that scope.
Illustrative audit outputSynthetic example
Priority roadmap
- First 90 daysPrepare the people, information, and decision boundaries.
- Next 6 monthsImplement the strongest workflow opportunities.
- Through month 12Extend capability as evidence and readiness grow.
Selected process maps
Visuals showing how representative work moves today and how a priority workflow could operate with AI.
Prioritized opportunity list
Recommendations ranked by potential business value, feasibility, readiness, dependencies, review effort, and risk.
First implementation brief
A defined first move with ownership, prerequisites, decision points, and acceptance criteria.
Measurement plan
Relevant signals across cash, capacity, quality, and risk, grounded in the situation rather than a generic promise.
Leadership readout and roadmap
A sequenced direction for the next 12 months within the assessed area, including what should begin now, what requires preparation, and what can wait.
Another starting point
Choose the depth and scope of the decision.
The AI Direction Session uses limited preparation and a leadership working session to frame provisional priorities and the next 90 days. The Audit brings more evidence from interviews, documents, and process mapping.
Explore the AI Direction SessionThe Audit goes deep on one department or selected workflows. For a company-level view of AI investment, risk, and ownership across teams, consider the Executive AI Program.
Explore the Executive AI ProgramSee a worked example
Follow the evidence to a first move.
This synthetic field-service example shows how a bounded review can turn operating evidence into a ranked next step.
View the Audit exampleA focused three-week audit
Ground the plan
in real work.
Interviews, representative job descriptions, and workflow mapping reveal how responsibility, information, and effort actually move through your company.
The typical target is about three weeks. The exact timing depends on agreed scope, team availability, and access to relevant information.
Listen & map
Interview leaders and people doing the work. Review representative job descriptions and current AI use. Map selected workflows, handoffs, and constraints.
Assess & prioritize
Examine current AI effectiveness and compare opportunities. Identify implementation dependencies, decision owners, and questions that need specialist input.
Align & plan
Review priorities with leadership and shape the 12-month roadmap. Define the first implementation, its owner, and how progress will be measured.
Scope with clear boundaries
Useful insight.
Explicit limits.
Launch price · first three engagements$3,000 fixedOne department or up to three related workflows; up to five interviews and an agreed document set.
The standard Audit includes one current-state assessment, a ranked opportunity list, a 12-month roadmap, and one leadership readout. The three-week timing is a target that depends on agreed scope, team availability, and access to relevant information.
Work beyond one department or three related workflows, five interviews, or the agreed document set requires a separate scope. The fee covers assessment and direction; implementation is separate.
This engagement can surface governance, data, security, or compliance questions that affect implementation and identify where specialist review is needed. It is not a full compliance, cybersecurity, or data audit, and it does not provide certification or assurance in those areas.
Who participates
The people who sponsor, own, and perform the work.
A useful audit needs leadership intent and an honest view of daily operations.
Executive sponsor
Defines the business priorities, opens access to the right people, and makes decisions when opportunities cross departments.
Operating leader or process owner
Explains what the workflow must accomplish, where it is constrained, and what a useful change must preserve.
People doing the work
Show how the process actually runs, including workarounds, delays, exceptions, and knowledge that may not appear in formal documentation.
Useful inputs
Current AI efforts, representative job descriptions, sample records or artifacts, appropriate access to participants, and any available operating measures.
Fit and follow-through
Useful on its own. Stronger when leaders intend to act.
A good fit includes leadership involvement, willingness to show how work really happens, and commitment to make informed changes.
If the only goal is a quick tool recommendation without discovery, the audit is unlikely to be the right starting point.
Implement internally
Use the maps, priorities, and first implementation brief with the company’s own team.
Build or coach with Flyte
Agree on implementation scope and cadence for a selected workflow.
Add ongoing leadership
Coordinate the portfolio, governance, risk, technology choices, and implementation priorities over time.
Prepare the people
Train leaders or employees around responsible AI use and the work they need to complete.
A practical first move
See where to start and what comes next.
Bring the AI efforts already underway, the workflows creating friction, and the questions leadership needs answered. The audit turns that operating reality into a prioritized direction.