Before building, prove where the value is.
A fundable pilot scope with a baseline, success criteria and deployment conditions.
- •One operational process
- •One accountable sponsor
- •Available end users
- •Accessible data or documents
The right starting point when the problem is visible but not yet scoped.
This is not a broad inventory of AI ideas. It is designed to support an investment decision on a process that matters.
Real volume
Requests, quotes, files, interventions or documents recur every week.
Measurable leakage
Time, delays, errors, capacity, margin or revenue can form a baseline.
Explicit business rules
Approvals, exceptions and operational judgement can be described with teams.
An accountable sponsor
Someone owns the process and can decide what happens next.
Every stage must produce an actionable decision.
Scope the process
Objective, boundaries, roles, volumes, systems, constraints and target metric.
Scope briefListen with Otto
Structured interviews with the people who execute, review and manage the work.
Real-work mapQuantify and compare
Potential value, feasibility, data, risks, dependencies and adoption.
Prioritization matrixDefine the pilot
Trigger, inputs, rules, integrations, human review, output and measurement.
System blueprintDeliverables designed to move forward, not fill a shelf.
Process baseline
The starting point and assumptions used for the before-and-after comparison.
Operational map
Steps, tools, documents, decisions, pain points, exceptions and ownership.
Prioritized use cases
A transparent comparison of value, feasibility and risk.
Pilot plan
Scope, functional architecture, acceptance criteria and go/no-go decision.
The assessment should make the next investment more defensible.
We separate observations, estimates and open questions. The promise is not guaranteed ROI. It is an explicit business case before development begins.
Observed baseline
Quantified assumptions
Pilot criteria
Go / no-go decision
Two operating environments where we focus our expertise.
What to clarify before moving forward.
Is this a company-wide AI audit?+
No. We prefer one important, measurable process over a superficial map of dozens of ideas. The scope can expand later.
Do we need to select a technology first?+
No. We begin with the work, data and metric. Technical choices follow the problem definition.
Who needs to participate?+
A sponsor, process owner, relevant end users and, when needed, IT or security.
What if AI is not the right answer?+
That is a valid outcome. Conventional automation, process redesign or no project at all may be the right decision.
Let’s find the right place to start.
A 30-minute conversation to understand how you work, what is getting in the way and where AI could genuinely help.