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How the Assessment Works
8-Step Process

Step 1

Initial Consultation

We begin with a short discovery meeting, typically 30-60 minutes, with your key stakeholders, including leadership, operations, and IT representatives. This meeting focuses on understanding your organization's current processes, digital tools, operational goals, and pain points.

Step 2

Current State Evaluation

  • Review of your existing technology infrastructure and workflows.

  • Evaluation of current data systems, accessibility, and quality.

  • Analysis of existing digital and automation tools in use.

  • Assessment of organizational AI awareness and readiness.

Step 3

Pain Point Identification

Through structured discussions, we identify your operational inefficiencies, repetitive tasks, service delivery challenges, and strategic priorities where AI could provide tangible benefits.

Step 4

AI Opportunity Mapping

  • Highlight manual or inefficient processes suitable for AI-driven automation.

  • Explore potential for data-driven decision-making improvements.

  • Recommend industry-specific AI use cases tailored to your business.

  • Address potential ethical and regulatory considerations.

Step 5

Gap Analysis

  • Identify key gaps in data, technology, skills, or processes preventing AI adoption.

  • Outline areas requiring digitization before AI solutions can be effectively applied.

Step 6

Prioritized USe Case Recommendation

  • Present a custom list of potential AI use cases ranked by ease of implementation and projected business impact.

  • Suggest quick-win initiatives and longer-term strategic opportunities.

Step 7

Actionable Roadmap Suggestions

  • Deliver a high-level, phased roadmap outlining potential next steps for AI adoption.

  • Recommend where to pilot AI solutions, scale efforts, and integrate governance practices.

  • Incorporate responsible AI principles throughout roadmap guidance.

Step 8

Summary Report & Next Step

  • Provide a clear, actionable summary document highlighting all findings, recommendations, and suggested next steps.

  • Offer optional follow-up consultation to assist in initial implementation if desired.

© 2025 by Sapient AI & Analytics

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