What You Get: A 2-Day Assessment
This is a representative example of a QAE assessment delivery. The methodology is domain-agnostic — the same structured approach applies whether the opportunity is in financial services, healthcare operations, logistics, insurance, or any enterprise domain with manual processes that AI can automate.
Pre-Work → Discovery → Recommendation
A structured 2-day engagement designed to move from raw operational data to a defensible Go/No-Go recommendation with prototype scope.
Data Preparation Checklist
Volume & Segmentation
Total volume by period, value distribution, category mix
Current Triage Logic
What rules determine a case is “unworkable”?
Sample Items
10–20 representative de-identified cases for process mapping
Baseline Workflow
How a case is currently processed end-to-end (the benchmark)
Tech Stack
Systems that touch the workflow — integration points, data extraction capabilities
Day 1: Discovery & Decomposition
Stakeholder Sessions + Problem FramingMorning: 3 Structured Stakeholder Sessions
- Operations Walk-Through with 2–3 senior analysts — how cases are currently triaged, worked, and resolved
- Product & Business Owner session — strategic priorities, volume targets, and success criteria
- Data & Systems session — integration points, data availability, and technical constraints
Afternoon: Problem Decomposition & Value Framing
- Decompose the end-to-end workflow into discrete automation-assessable steps
- Map each step against automation feasibility, data availability, and accuracy requirements
- Build the initial value model from real operational data gathered in the morning sessions
Day 2: Architecture & Recommendation
Prototype Design + Go/No-Go PresentationMorning: Architecture & Prototype Design
- Design the solution architecture using the beachhead segment identified on Day 1
- Define data flow, integration points, and human-in-the-loop touchpoints
- Establish success criteria and acceptance thresholds for the prototype
Afternoon: Structured Recommendation Presentation
- Go/No-Go recommendation with supporting evidence
- Value case with ROI projections tied to specific categories and volumes
- Prototype scope, timeline, and milestone definitions
- Risk register with mitigation strategies
The Core of the QAE Assessment Methodology
Every enterprise workflow follows a variant of this pattern. We decompose it step by step, assessing automation feasibility at each stage.
Intake & Identification
How work enters the system and is initially categorized.
Assess: automation feasibility, data availability.
Category Classification
Mapping categories to resolution pathways.
Assess: accuracy requirements, rule complexity.
Documentation Gathering
Retrieving records, terms, and supporting evidence.
Assess: data availability, system integrations.
Output Generation
Constructing the deliverable with appropriate justification.
Assess: AI generation quality, compliance requirements.
Compliance Validation
Ensuring output meets submission requirements.
Assess: human-in-the-loop necessity, regulatory constraints.
Submission & Tracking
Delivering the output and monitoring resolution.
Assess: API integrations, status tracking capability.
Quantifying the Opportunity
The value model translates operational data into a defensible ROI projection. Every number ties back to real volumes and benchmarked rates.
| Metric | Definition |
|---|---|
| Volume | Total addressable volume per month/quarter across the operation |
| Recovery Estimate | Average unit value × projected success rate (benchmarked against current manually-processed rates) |
| Cost to Automate | Estimated cost per unit with AI-assisted workflow (compute + human review + delivery) |
| Net Recovery | Revenue recovered minus automation cost = ROI baseline. This is the P&L number that justifies the initiative. |
Start Where You Win
Not every category is created equal. The beachhead is chosen for speed-to-value, not difficulty.
What You Receive
A comprehensive written document — not a slide deck — with actionable findings and a clear path forward.
Written Assessment Document
Within 5 business days of the onsite, we deliver a written assessment document containing:
- Current state analysis of the unworked population and existing workflows
- Problem decomposition map with automation feasibility ratings per step
- Value model with ROI projections tied to specific categories and volumes
- Solution architecture with data flow, integration points, and human-in-the-loop design
- Prototype scope and success criteria with defined acceptance thresholds
- Recommended roadmap with milestones from prototype through production
- Risk register with mitigation strategies
See Enough? Let’s Scope Your Assessment.
Every enterprise has manual workflows where AI can materially reduce cost, increase throughput, or unlock new capability. We find the opportunity, decompose it, model the value, and build the prototype.