Your AI Opportunity Assessment & Action Plan
Stop guessing where AI can help. Gain clarity on your highest-value opportunities and walk away with a precise Action Plan to execute them.
What’s Included in Your AI Opportunity Assessment & Action Plan
Executive Alignment & KPIs
A concise summary of your business priorities, AI vision, and key performance indicators, benchmarked against your industry and mapped to your top organizational objectives.
Workflow Heatmap & Opportunity Scoring
Identification and scoring of the 2–3 workflows where AI and automation will deliver the greatest ROI, time savings, and risk reduction, evaluated across effort, impact, and urgency.
Readiness Assessments & Guardrails
Two quick assessments & Systems Readiness and AI Culture & Skills Readiness, to flag blockers early. Results guide risk mitigation and ensure your organization is primed for AI.
Implementation Roadmap & Decision Tree
A clear, step-by-step Action Plan based on your scores and priorities. Choose your path: DIY, external partner, or AYB-managed, with milestones, timelines, and recommended internal champions.
Partner & Vendor Guidance
Short partner archetypes and AI tool profiles, plus a checklist to evaluate and select the right integrator or off-the-shelf solution.
AI Governance & Ethical Use Guidance
A lightweight, tailored governance and compliance checklist to protect your data, enforce accountability, and align with emerging ethical AI standards.
Clear, Data-Driven, Guaranteed Results
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Clarity
No more guesswork. Our AI Opportunity Assessment & Action Plan shows exactly where AI adds the most value to your workflows.
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Alignment
Every recommendation ties directly back to your strategic business goals, ensuring an AI implementation partner match that fits your needs.
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Speed
In a 90-minute assessment interview, we gather all the data needed to identify your highest-impact AI opportunity and deliver your results within 3 days.
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Trust
Industry-benchmarked data and recommended AI governance guardrails help ensure that your initiatives are ethical, compliant, and reliable.
Your Path to Impact
Discovery Call (30 min)
We clarify your goals and outline the assessment scope.
Assessment Interview (90 min)
Deep dive on workflows, data readiness, and organizational alignment.
Plan Delivery (≤3 days)
Receive your comprehensive AI Opportunity Assessment & Action Plan.
Implementation Kickoff
Select your execution path: DIY, Match & Transform (partners or tools), or Optimize & Scale, and begin realizing results.
“The Opportunity Heatmap identified efficiencies we missed entirely, driving a 25% productivity boost immediately.”
— Sarah M., Legal Practice
FAQs
Q1. Who benefits most from the AI Opportunity Assessment & Action Plan?
Professional services firms and SMBs ( $1M–$50M ARR, 5+ employees) with repetitive workflows or operational bottlenecks see the greatest value.
Q2: Can I implement the plan on my own?
Yes. The DIY Match option enables you to leverage the action plan independently and engage your own AI partner.
Q3. How accurate are the savings estimates in the AI Opportunity Heatmap?
Estimates are typically within ±10%, thanks to AYB’s benchmarking methodology and your real-world data inputs.
Q4: What’s the difference between custom partner projects and tool integrations?
Custom projects are bespoke builds by pre-vetted integrators; tool integrations leverage existing platforms (e.g., AI APIs, workflow automations) for faster, lower-cost deployments.
Q5. How do you protect my data during the AI Opportunity Assessment & Action Plan?
We use strict security protocols, encryption, and a governance framework to ensure confidentiality and compliance at every step.