AI Implementation Audit
A productized 2-4 week audit — operations mapped, candidate AI use cases identified, each scored on effort and impact, packaged as a roadmap document with prioritized action plan.
- Engagement
- 2–4 week sprint · packaged roadmap
- Built for
- COOs · Owner-operators · Heads of operations · CIOs
Every operator knows AI matters. Most can't articulate where it fits in their specific business, which use cases would actually pay back, and what the implementation path looks like. The result is either no action or scattered point-app experiments with no through-line.
What this is
The entry point to AI implementation. Three components:
- Discovery. Interviews with the operating leadership. Operations mapping. Data and software inventory. Customer-and-workflow surface inventory.
- Analysis. Candidate AI use cases identified, scored on effort and impact. Implementation-path notes per use case. Prioritization recommendation.
- Roadmap document. Partner-readable summary, prioritized action plan, working session.
The audit checklist itself is the product. It compounds across engagements — each new audit refines the checklist; every operator benefits from the prior audits being incorporated into the methodology.
What you get
- The audit document.
- The prioritized use-case list with scoring.
- Working session with your team.
- Optional: hand-off to the other AI Implementation products if you want execution support.
Engagement is shape, not list.
Length and price are functions of the data and the destination. The shape below is the typical engagement.
- Length
- 2–4 week sprint · packaged roadmap
- Lead
- Bogdan
- Cadence
- Async, weekly
- Bar
- Production
Scoped during the discovery call against the actual data and the operation it integrates with.
Principal engineer. Architecture and most code ships through one keyboard.
Written updates between, calls when the decision needs the room.
Async correctness, capacity under burst, observability at every boundary.
Products this composes with.
Same suite, or vertical-specialized versions in another.
What buyers ask about this one.
Is this a sales-funnel for the Transformation Engagement?
The audit is fixed-fee and standalone. Roughly half the audit clients execute the recommendations internally or with another vendor; half come back to us for some piece. Either path is fine — the audit's value isn't conditional on what comes next.
What do you actually look at during the audit?
Current operations and where the friction is. Data infrastructure and what's tracked. Software stack and where the AI-shaped gaps are. Team capabilities and where new tools would have leverage. Customer-facing surfaces. Internal workflows. Per-engagement, the focus depth varies by business size and industry.
Does this work for blue-collar businesses (HVAC, electricians, solar, etc.)?
Yes — these are exactly the kinds of established operating businesses the audit was built for. The audit focuses on the operations that are actually there: scheduling, dispatch, customer comms, quote generation, invoicing, follow-up. The same checklist applied differently than for a software company.
What does the deliverable document look like?
5–15 pages depending on business complexity. Partner-readable. Use-case list prioritized by effort and impact. Implementation-path notes per use case. Working session to walk through with the operator's team.
Pricing?
Fixed-fee per audit, scoped to business size and complexity. Discovery call covers scope.
If the deliverable matches the gap, the next step is one call.
We'll scope length and price against your data and the operation it integrates with. No retainer, no fishing.
Bogdan and team · async-first · OP—2026