Find the right opportunities
AI strategy & workflow assessment
Know where AI is worth your money — and where it isn't — before you commit to building anything.
Most companies don't lack AI ideas. They lack a clear view of which ideas will pay off, what each one needs, and what to do first. An assessment gives you that view, grounded in how your team really works rather than in vendor demos.
Free · 30 minutes · Reply within 1 business day
When this helps
- Leadership wants an AI plan, but nobody has time to research it properly.
- Teams are trying tools on their own and you need a consistent direction.
- You have a list of ideas and need to decide which to fund first.
- You're weighing a commercial product against a custom build.
What AgentSpring does
- 1
Interview and observe
We talk with the people doing the work and walk through real examples — the emails, spreadsheets, forms, and handoffs — to see where time goes.
- 2
Map workflows
We document key processes step by step, marking decision points, systems touched, and where errors or delays tend to happen.
- 3
Score opportunities
Each opportunity is weighed on expected value, effort, risk, and readiness of the data and systems involved.
- 4
Recommend build vs. buy
For the top opportunities we compare off-the-shelf tools, configuration of tools you already own, and custom work — including ongoing costs.
What you receive
These are potential deliverables. Your proposal defines the exact deliverables and responsibilities; not every item applies to every engagement.
- Current-state workflow maps for the processes reviewed
- A prioritized opportunity list with rationale
- Readiness notes on data, systems, access, and team capacity
- Build-versus-buy recommendations for top priorities
- A phased roadmap with expected value and cost considerations
- A readout session with your leadership team
What we need from your team
Good results depend on your team's involvement.
- A sponsor who can make decisions and open doors
- Time with the people who do the work (often 45–60 minutes each)
- Sample documents, reports, and screen walkthroughs
- Honest context on budget range, constraints, and past attempts
How success is assessed
- Your team agrees on a short list of priorities and why
- Each priority has a clear first step, owner, and rough cost picture
- Decisions not to pursue certain ideas are documented, not just dropped
What affects scope, timing, and cost
- Number of departments and workflows in scope
- How many people need to be interviewed
- Whether system access or data samples are available
- Depth of cost modeling required
Projects are scoped around your goals, existing systems, and the work required. Before work begins, we agree on deliverables, responsibilities, fees, and any ongoing software or support costs.
Where relevant, third-party licenses, hosting, model usage, and ongoing support are separate costs identified before work begins. Your proposal also defines integration access, ownership arrangements, handover, and support scope.
How pricing worksIllustrative example
Example: a distributor deciding where to start
A regional distributor might bring us six ideas from different departments. After mapping order intake, invoicing, and customer service, the assessment could show that order intake has the clearest value and the most ready data — while a customer-facing chatbot would need groundwork first. The roadmap would sequence them accordingly.
See work & examplesQuestions about this service
Do I have to start with an assessment?
No. If you already know what you want built or need training, we can start there. An assessment is useful when priorities are unclear.
How long does an assessment take?
It depends on how many workflows and people are involved. We'll agree on scope and a timeline before starting.
Will you recommend tools you resell?
We don't depend on tool commissions to make recommendations. If we ever have a relationship with a vendor, we'll tell you.
Related services
- Workflow automation & process improvementSimplify processes and automate document handling, reporting, handoffs, and repetitive data entry.
- AI tool rollout & trainingChoose and set up AI tools, then train people with workshops built around their real work.
- AI evaluation, security & governanceDefine success, test reliability, set access and approval controls, and document who's responsible.
Talk through ai strategy for your business.
The free workflow review is your starting point. Bring a project, a process, or a question about where to start.
What happens on the first call?
We’ll discuss what you want to improve, the tools you use, and the constraints you’re working within. You’ll leave with 2 to 3 automation ideas, whether or not we work together.
Start with a defined project or an uncertain problem. You’ll leave with 2 to 3 automation ideas, whether or not we work together.
30 minutes. You'll leave with 2 to 3 automation ideas, whether or not we work together.