Sample Deliverable · Instrument v1.0
AI Opportunity Scorecard Report
Sample company: ExampleCo Services. This is a static report preview generated from sample-input.json and sample-output.json.
Executive summary
Archetype: Compounder — ready to scale, but still needs targeted de-risking before production AI touches customer-facing workflows.
Headline finding: ExampleCo has enough executive clarity to move, but its highest-value use case needs better data access and workflow controls before a 90-day build.
Outcome clarity and executive alignment are strong enough for focused investment.
Data access, integration capacity, and technical ownership are the main constraints.
Governance exists but needs stronger production controls before customer-facing AI.
Regulated-weighted score places the buyer in the Compounder archetype.
Use-case portfolio
| Workflow | Value | Feasibility | Risk | Priority | Disposition |
|---|---|---|---|---|---|
| Proposal response drafting | 65 | 49 | 52 | 37 | De-risk first |
| Monthly ops reporting | 45 | 41 | 12 | 35 | Defer |
Top recommendation
Proposal response drafting
Outcome thesis: Reduce proposal cycle time and improve response consistency by drafting from approved prior work, requirements, and client context.
Pre-conditions: Confirm source-of-truth documents, define human review controls, and separate confidential client data from reusable content.
Success metric: Reduce first-draft proposal cycle time by 30–40% while maintaining review quality.
Top risks: customer-facing output risk, confidential data handling, and weak integration coverage.
30/60/90-day roadmap
- Days 0–30: Close governance and data-readiness gaps gating the top use cases; assign executive and workflow owners.
- Days 31–60: Build or de-risk the highest-priority pilot with explicit success metrics and security controls.
- Days 61–90: Drive adoption, measure pre/post outcomes, and decide whether to scale, revise, or retire the pilot.
Engagement options
Recommended entry offer: Agent Workflow Pilot followed by a multi-quarter AI operating program.