AI MRI
We turn Slack, email, calendar, call transcripts, SOPs, CRM, and workflow exhaust into a clear picture of where work gets stuck, where knowledge is trapped, and what to automate next. You leave with prescriptions, not just observations.
What we analyze
The signal is already inside your company. We start with the systems where work actually shows up, then map how requests, decisions, approvals, and expertise move across them.
- Slack, Teams, email, calendar, and call transcripts
- SOPs, help docs, CRM records, tickets, and project systems
- Workflow handoffs, repeated questions, and approval paths
- Read-only exports first, then targeted interviews where context is missing
What we find
The goal is not to produce a vague readiness score. We surface the operational patterns leadership can actually act on.
- Bottlenecks, slow approvals, and decision latency
- Low-value coordination thrash and repeated status retrieval
- Hidden experts, trapped judgment, and undocumented playbooks
- Single points of failure, role ambiguity, and fragile handoffs
What you walk away with
Every finding ends in a prescription. We tell you what to standardize manually, what to automate next, and what should stay human for now.
- Ranked opportunities with rationale and expected business impact
- Manual fixes that improve throughput before any build starts
- A shortlist of workflows worth piloting with AI
- A 90-day roadmap leadership can execute with or without us
What we need from you
We keep the lift light. Most engagements begin with read-only access, exports, and a few focused conversations to validate the edge cases the raw data cannot show by itself.
- Access to the systems that reflect day-to-day work
- An operator sponsor who can confirm priorities and edge cases
- A clear business question, constraint, or pain point
- A willingness to prioritize a few workflows instead of boiling the ocean
What you get.
Every engagement produces tangible artifacts your team can operate on immediately.
- ✓Executive summary for leadership
- ✓Operational heatmap of bottlenecks, handoffs, and decision latency
- ✓Workflow-by-workflow findings with hidden experts and single points of failure
- ✓Ranked backlog: manual fixes, automation candidates, and not-yet workflows
- ✓90-day action plan with sequencing and ownership recommendations
- ✓Implementation brief your team can execute internally or with us
Frequently asked.
Direct answers to the questions we hear most about AI MRI.
Most AI MRIs take 2–4 weeks depending on how many functions and systems are in scope. We usually spend the first week collecting signal, the middle of the engagement analyzing the workflow patterns, and the final stretch packaging findings into a clear prescription and roadmap.
We prefer read-only exports first: Slack or Teams, email, calendar, call transcripts, SOPs, CRM, ticketing, and project systems. We only ask for deeper access if it materially improves the analysis.
Yes. The point is to leave your team with a prioritized plan it can act on, not to trap you in a follow-on engagement. If you want help implementing the roadmap, we can do that. If not, you still leave with a useful backlog and a point of view on what to do first.
We scope data handling up front, start with the minimum viable access, and work from read-only sources whenever possible. Sensitive workflows can be narrowed, sanitized, or handled through controlled exports based on your constraints.
Book an AI MRI intro. We'll scope the engagement, align on outcomes, and propose a timeline.