AI Process Consulting for Small Business · Portland, OR
Four steps. Plain English. No surprises.
Most engagements take four to eight weeks from kickoff to recommendations. You'll always know where we are, what we're doing, and why.
The same rhythm, every engagement.
Each step has a clear purpose, a defined output, and a finish line you can see from the start. No moving goalposts. No surprise pivots.
STEP 01 OF 04
Listen first. Diagnose second.
Working sessions with the people who actually do the work — owners, managers, frontline staff. We listen, observe, and gather the artifacts that show us how the business runs today.
What happens
Stakeholder interviews
Tool & system inventory
Workflow walkthroughs
Document & data review
You walk away with
A shared understanding document — the business as it actually operates today, in plain English.
STEP 02 OF 04
Map the system. Surface the friction.
We map every key workflow end to end, measuring where time and money actually go. Bottlenecks, handoff gaps, and recurring errors get documented — not assumed.
What happens
Current-state workflow mapping
Bottleneck analysis
Time-and-cost baselining
Customer journey mapping
You walk away with
An operational diagnostic — workflows, baselines, and a prioritized list of friction points.
STEP 03 OF 04
Score what to fix — and what to leave alone.
Every opportunity is scored on impact, effort, risk, and team readiness. You see exactly where AI, automation, or simple systems will pay off — and where to wait.
What happens
Impact × effort scoring
Risk & privacy review
Tool & vendor evaluation
Team-readiness assessment
You walk away with
A prioritized opportunity map with honest “do / wait / don’t” recommendations.
STEP 04 OF 04
A plan you can run with — and a partner if you want one.
A prioritized, plain-English roadmap. Where helpful, we stay on as an implementation partner — but you own the plan and the systems we build with you.
What happens
Roadmap & sequencing
Vendor & tool selection
Implementation support
Team training & handoff
You walk away with
A roadmap, a starting playbook, and clarity on the first three things to do Monday morning.
What You Won't Get
A few things we promise not to do.
A 200-page report
Our deliverables are short, readable, and built to be acted on.
A pitch for software we own.
We’re vendor-neutral. We have no upsell hiding in the recommendations.
Buzzword bingo
If we use a piece of jargon, we’ll define it. If we can’t define it, we won’t use it.
A black-box “AI strategy.”
Every recommendation comes with a why, a how, and a way to measure it.
Talk To Us
Start with a conversation, not a sales pitch.
No pressure. No technical jargon. Just a conversation about improving how your business operates.