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Not sure where to start with AI integration? We're here to help.
The Evaluation Audit is the second step in our four-step framework and includes three meetings. This is the stage where we examine the systems your company runs on and determine the low-hanging fruit for AI and automation implementation. Questions? Get in touch!
How it Works
Knowing how to begin adopting AI in your organization can be challenging. The good news is that we make it easy to begin:
- QUALIFY: Once we’ve established that your business is “AI ready” we’ll send you the next steps.
- ANALYZE: We’ll explore your current tool stack and workflows to identify high level bottlenecks.
- PRIORITIZE: We’ll dive deep into 1-3 workflows ( depending on complexity) and fully map them out.
- PROPOSAL: Once we know what we’re dealing with, we can come up with a quote for the project(s) for your consideration.
- DONE!
The Delivery Process
Book a 15 minute Exploration Call so we can learn more about your current business status and needs. Bring your questions! We’ve got you covered 🙂
- Introduce and explain the Evaluation Audit process.
- Get the basic overview of your business (if we didn’t already do an Exploration Call)
- Outline high level business operations
- Conduct a comprehensive review of the current tool stack and processes
- Discuss top-of-mind issues and identify immediate pain points in operations
- Analyze bottlenecks and inefficiencies in current processes
- Highlight potential high-impact areas for automation
- Narrow down to the top workflows for further exploration
Outcomes & Prep Work:
- Initial selection of high impact workflow areas for automation
- Set the stage for detailed workflow mapping
- Schedule the next session
- Fill out any remaining information in the evaluation spreadsheet
- Review the completed “task drill down” and choose ~3 high potential automation opportunities
- Discuss value, ROI potential and implementation complexity
- Collaboratively design a flowchart for at least one high-impact opportunity
- Explore additional workflows as time permits, preparing them for future projects & development of an AI roadmap
Outcomes:
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- Finalized flowchart(s) for one or more workflow(s)
- Clear plan for implementing automation of planned workflow(s)
- Schedule the final meeting
- Present and refine proposed automation solutions for top opportunities
- Select pilot project(s) for immediate implementation
- Discuss and agree on key performance indicators (KPIs) for measuring success
- Discuss implementation strategies and potential risks
- Review roadmap for full implementation and future automation projects.
Outcomes:
- Green-lit pilot project(s) with defined success metrics and KPIs
- Clearly defined timeline for implementation of pilot projects
- Agreement on follow-up process to monitor progress and adjust as needed
- Next steps insights laid out for long-term automation planning
- DELIVERY: Finalized automation proposal for selected opportunities
- We’ll deliver a final report, with a few mapped out workflows, along with time and money saving ROI estimates, as well as a proposal to do the work.
"We had no idea how to get started with incorporating AI into our workflows. Now I only regret waiting to get started. The skills RAIZOR taught our team saved us over $100k in legal costs in six months!"
“RAIZOR made it easy for our team with zero AI knowledge and capacity to integrate AI tools that simplify and amplify our work.”
"RAIZOR transformed our operations by automating tedious tasks, allowing us to focus on growth. We’ve seen a clear boost in productivity and efficiency since implementing their solutions."
"RAIZOR was remarkably proficient in helping model an AI workflow to analyze legal documents. This work enabled us to help more customers and added to our bottom line. I’m grateful they're our AI sherpa!"
"As a small business owner, RAIZOR’s automation tools were a game-changer. They streamlined our processes and gave me more time to focus on growing my business."
"RAIZOR eliminated our workflow bottlenecks and helped us scale without increasing costs. Their AI automation is a must for any business looking to optimize."
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Learn more about how can AI automation help your business HERE.
