S0 · Advise

Opportunity Assessment

A structured discovery engagement — 8 stages, ranked opportunities, ROI-costed roadmap — delivered by our partner practice so we walk into your build with the shape already agreed.

This service is delivered by our partner practice — the Automation & AI Consultancy — and led by Clark Coleman. The positioning is deliberately tool-neutral: the assessment recommends the right technology for each opportunity, whether that’s RPA, workflow automation, an LLM integration, an agentic system, or a plain process redesign. Sometimes the honest recommendation is that AI is not yet the right tool.

Engagements typically hand off to Axonomic Labs for the build tier when a client wants to execute the roadmap — but the assessment can stand alone. If the honest recommendation is that you don’t need us for the next stage, we’ll say so.

Read the partnership positioning in docs/20-, or ask on a call.

For a concrete feel of the kinds of patterns an assessment typically surfaces, the demos library walks through three of them end-to-end — invoice processing, month-end reporting, and contract review. Every recommendation the assessment makes is grounded in something we could actually build.

When to bring us in

Signals we're the right fit.

  1. You've been asked to "have an AI strategy" and don't want to hand back a slide deck of things you can't ship.
  2. Every function has floated an AI pilot; nobody's ranked them against a shared bar for cost, effort, and payoff.
  3. The board wants a number for Year Two and the operating team wants a scope — nobody has both, and the gap is filling with anxiety.
  4. You need a tool-neutral read on where automation, LLMs, agents, and process redesign each earn their keep in your specific business.
  5. You'd rather spend four to six weeks getting the shape right than eighteen weeks discovering it inside a build engagement.

How we approach it

The moves that repeat.

  1. Understand the business first.

    A short business overview — commercial context, the P&L lines that matter, existing platform choices, compliance posture, appetite for change. The interesting recommendations live in the constraints; we start by writing them down.

  2. Assess each department, not just IT.

    Structured departmental interviews across Finance, Operations, HR, Legal, Procurement, Risk, IT, Customer Service — wherever automation earns money or reduces risk. Process inventories, pain-point signalling, capability baselining.

  3. Score the opportunity register.

    Every candidate use case scored on Value, Feasibility, Speed, and Strategic Alignment. Weightings are transparent and defendable; the ranking survives contact with a board room.

  4. Sketch the target architecture.

    For the top-ranked opportunities, an outline architecture with the technology choice justified — automation platform, LLM, agentic orchestrator, process redesign, or the honest recommendation to do nothing yet.

  5. Build the roadmap.

    Quick wins (under 30 days), medium horizon (1–6 months), strategic (6 months+). Sequenced for compounding capability, not for optics. Every horizon has an ROI-costed business case attached.

What you get

Deliverables, in plain English.

Deliverable 01

An Opportunity Assessment report.

One document, ready for the board. Sector context, current-state summary, ranked opportunity register, technology recommendations, sequenced roadmap, ROI headline.

Deliverable 02

A departmental capability library.

The processes, tooling, KPIs, and automation candidates we found in every function we assessed. Yours to keep — the reference you'll wish you'd had at the start of Year One.

Deliverable 03

A tool-neutral technology decision matrix.

For every recommended intervention, a written justification of the technology choice — RPA vs. agents vs. LLM vs. redesign — with cost, duration, maintenance, and risk bands.

Engagement models

Shapes the work comes in.

SPRINT

Opportunity Sprint.

Four to six weeks. One assessor, weekly working session with the sponsor. Delivered as a document, not a deck.

FIXED PRICE · 4–6 WEEKS

DEPT

Department deep-dive.

Two weeks per department for organisations that want to sequence the assessment. Process reviews, opportunity register, deliverable report per function.

FIXED PRICE · 2 WEEKS PER DEPT

Ready to talk about a opportunity assessment engagement?

A 30-minute discovery call. We'll get to the shape of the work and whether we're the right fit.