Best for: Teams exploring AI/automation who want quick clarity on value, risks, and where to start.

You get: Current-state heatmap (People • Technology • Process), 3–5 prioritized use cases with ROI/risk notes, a 90-day roadmap with owners and metrics, and a lightweight data/governance checklist.

How it runs: Two 60-min workshops, a handful of short interviews, draft in week 1, review + finalize in week 2.

Best for: Leaders who need a crisp plan to modernize operations, select tools, and stand up safe pilots.

You get: Target architecture and capability map, vendor landscape & shortlists with selection criteria, pilot plan (scope, data path, success metrics, risks), and a phased execution plan.

How it runs: Weekly working session with async reviews; we co-design artifacts and decision logs as we go.

Best for: Organizations rolling out new platforms or processes that must stick.

You get: Change story and stakeholder map, comms plan & templates, training and job aids, champions/office hours, leadership cadence and an adoption dashboard with feedback loops.

How it runs: Launch sprint to ship assets and first-wave rollout; optional retainer to embed rituals and scale adoption.

1. Kickoff & alignment on outcomes and success metrics

2. Discovery via interviews and artifact review

3. Co-design with short cycles and fast feedback

4. Deliver & enable with clear owners and next steps

Ready to get started?

Book a 15-min intro or email ken@talltree.io.