The 2-Week AI Readiness Sprint is a fixed-price, fixed-scope assessment that identifies your highest-ROI AI opportunities with a concrete action plan. Ideal for firms that want to evaluate AI potential before committing to larger engagements. Deliverables include workflow audit, opportunity scoring matrix, technical feasibility assessment, and 90-day implementation roadmap.
2-Week AI Readiness Sprint: From Uncertainty to Action Plan
You know AI can add value to your firm—but where do you start? A full strategic engagement feels premature when you're still evaluating possibilities. You need clarity, not a 6-month consulting contract.
Why We Created This Sprint
"Full Strategic Engagement Feels Premature"
Most firms aren't ready to commit $100K+ and 3-6 months to an AI transformation without first understanding what's possible. The sprint gives you that clarity at a fraction of the investment.
"We Need Concrete Recommendations, Not Vague Roadmaps"
Traditional consulting delivers 50-page decks of possibilities. We deliver prioritized opportunities with effort/impact scoring, technical feasibility, and a 90-day action plan your team can execute.
"We Want to Evaluate WorkWise Before a Bigger Engagement"
The sprint is designed as a low-risk way to work with us. You'll experience our methodology, communication style, and deliverable quality before deciding whether to continue.
What You'll Receive
Current-State Workflow Audit
Deep-dive analysis of 3-5 priority processes in your firm. We map information flows, identify bottlenecks, and document where manual effort consumes the most time. Focus areas typically include deal flow, due diligence, reporting, or knowledge management.
AI Opportunity Scoring Matrix
Every identified opportunity scored on effort vs. impact. Clear visualization showing quick wins (low effort, high impact) vs. strategic investments (high effort, high impact). Prioritization framework your leadership team can use for decision-making.
Technical Feasibility Assessment
For your top 3 opportunities, we assess technical requirements: data availability, integration complexity, security considerations, and build vs. buy recommendations. Includes vendor landscape overview where relevant.
90-Day Implementation Roadmap
Action-oriented plan with quick wins identified for weeks 1-4, medium-term initiatives for weeks 5-8, and strategic projects for weeks 9-12. Resource requirements, success metrics, and decision points clearly defined.
Executive Briefing Presentation
Board-ready presentation summarizing findings, recommendations, and roadmap. Designed for presenting to partners, investment committee, or board of directors. We can present live or provide materials for your team to present.
30-Day Follow-Up Call
30-minute check-in call at Day 30 to answer questions, discuss implementation progress, and provide guidance on any obstacles encountered. Available as an optional add-on to the core sprint package.
How the 2 Weeks Work
Week 1: Discovery & Analysis
Days 1-2: Kickoff call with stakeholders. We gather existing documentation, understand your firm's priorities, and align on the 3-5 workflows to audit.
Days 3-5: Deep-dive interviews with process owners. We observe workflows, document pain points, and identify automation opportunities.
~3 hours total (1-hour kickoff, 2 hours of stakeholder interviews)
Week 2: Synthesis & Presentation
Days 6-8: We synthesize findings into the opportunity scoring matrix, conduct technical feasibility assessments, and draft the 90-day roadmap.
Days 9-10: Deliverables finalized. Executive briefing presentation (live or recorded). Q&A session with your leadership team.
~2-3 hours total (1-hour review, 1-2 hour executive briefing)
Frequently Asked Questions
What's included in the 2-week sprint?
The sprint includes a current-state workflow audit of 3-5 priority processes, an AI opportunity scoring matrix with effort/impact analysis, technical feasibility assessment for your top 3 opportunities, a 90-day implementation roadmap with quick wins identified, and an executive briefing presentation. Optionally, a 30-minute follow-up call at Day 30 is available.
Who should be involved from our team?
We typically work with 2-4 stakeholders: an executive sponsor (partner, COO, or CTO), process owners for the workflows being audited, and optionally IT/technical leads if relevant. Total time commitment is approximately 4-6 hours across the 2 weeks.
What happens after the sprint?
You receive a complete deliverables package that stands alone—you can implement recommendations internally or with any vendor. If you choose to continue with WorkWise, the sprint output directly informs scoping for training, consulting, or implementation engagements. There's no obligation to proceed.
Is this just a sales pitch for a bigger engagement?
No. The sprint deliverables are designed to be actionable regardless of whether you proceed with WorkWise. You'll receive concrete recommendations, prioritized opportunities, and an implementation roadmap that your team can execute independently. We believe in earning your continued business through demonstrated value, not pressure tactics.
Ready to Discover Your AI Opportunities?
In just 2 weeks, you'll have a clear picture of where AI can add the most value to your firm—with a concrete action plan to get started.
Schedule Sprint ConsultationAfter the Sprint: Next Steps
Drive AI Adoption
If the sprint identifies adoption as a key barrier, our psychology-informed training programs ensure your team actually uses AI tools.
Expand the Roadmap
For comprehensive AI transformation planning beyond the sprint's 90-day horizon, including governance frameworks and ROI projections.
Build Custom Solutions
When the sprint identifies opportunities requiring bespoke development—custom AI agents, RAG systems, or zero-retention architecture.