How the workshop works
We run a focused, hands-on session (or a few) with the people who actually do the work. The point is breadth first: get every candidate on the table, then prioritize ruthlessly.
- Mapping your workflows to find repetitive, high-effort steps
- Brainstorming candidate use cases with the teams involved
- Scoring each on value, effort, risk, and data availability
- Ranking into a shortlist of near-term and later bets
- Sanity-checking feasibility so the list is real, not wishful
Who should be in the room
The best ideas come from people close to the work, not just leadership. We deliberately include frontline staff alongside decision-makers, because they know where the daily friction is and whether an idea would actually stick.
- Frontline staff who know the real bottlenecks
- Team leads who understand priorities and constraints
- Someone who knows where the data lives
- A decision-maker who can green-light next steps
- Us, to keep it honest about what AI can and can't do
What you walk away with
The deliverable is a ranked shortlist you can act on: each opportunity described plainly, with a rough sense of value, effort, and what it would take. It's the input to a strategy or a first project.
- A prioritized list of use cases, not raw brainstorm notes
- A short profile of each: value, effort, risk, and data needs
- A clear recommended starting point
- Honest flags on ideas that sound good but aren't feasible yet
- A basis for deciding what, if anything, to build next
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Frequently asked questions
How is a discovery workshop different from a strategy engagement?
Discovery is the divergent, idea-generating step: surface and rank opportunities. Strategy takes the top ideas and turns them into a sequenced plan with budgets and outcomes. Discovery usually feeds strategy.
What if the workshop finds we don't have good AI use cases?
That's a valid and valuable outcome. Learning that your best opportunities are small, or that a process needs cleaning up before AI helps, saves you from an expensive project chasing a weak use case.
Do we need to prepare anything?
Not much beyond gathering the right people and a willingness to talk honestly about where work is slow or painful. We bring the structure and the scoring, and we'll confirm the details when we scope it.