01 Week 1Discover
Confirm objectives, participants, confidentiality and approved access.
Output: Engagement charter and access plan.
OUR PROCESS
Understand the work. Design the right next step.
An evidence-based assessment of your people, processes, systems and AI opportunities.
Discovery proposal · Review draftSix phases. One informed decision.
A proposed six-week schedule after mobilization and necessary access. Some phases overlap.
01 Week 1
02 Weeks 1–2Observe
Follow real claims, field inspections, estimating and customer communication.
Output: Current-process maps and baseline measures.
03 Weeks 2–3Map
Review claim systems, email, data flows and sharing rules.
Output: System inventory and integration feasibility.
04 Weeks 3–4Evaluate
Screen AI opportunities, data readiness, review roles and selected test criteria.
Output: Portal requirements and AI evaluation plan.
05 Week 5Design
Compare solution options, screen concepts, costs and release priorities.
Output: Target options and business case.
06 Week 6Recommend
Deliver the findings, prioritized roadmap and implementation decision brief.
Output: Implementation roadmap and handover.
10 reviewable discovery deliverables.
Each output records its evidence, assumptions and unresolved questions.
Engagement charter
Current operations assessment
Systems and integration assessment
Portal and email requirements
Information controls and review register
AI readiness and evaluation plan
Target solution options
Business case and cost ranges
Implementation roadmap
Executive decision and handover
A defined assessment. A practical scope.
Up to 2 read-only connectivity checks and 1 bounded nonproduction AI demonstration, where access and data use are authorized. Discovery screens all 80 candidate opportunities and validates selected priorities within the agreed baseline.
Systems
Up to 6 business platforms and 2 email environments.
People
Up to 20 interviews and 8 workshops.
Claim review
Up to 40 claim files, including up to 10 detailed walkthroughs.
Concepts
Up to 8 annotated screen concepts for priority workflows.
Up to 2 read-only connectivity checks and 1 bounded nonproduction AI demonstration, where access and data use are authorized. Discovery screens all 80 candidate opportunities and validates selected priorities within the agreed baseline.
Clear responsibilities. Regular decisions.
Information controls begin before data access and continue throughout the study. Access or review delays may change the schedule.
Your team
Provide process owners, authorized records and consolidated feedback.
M2E
Document the work, verify options and maintain the evidence and decision registers.
Together
Review progress weekly, resolve dependencies and approve the next checkpoint.
Information controls begin before data access and continue throughout the study. Access or review delays may change the schedule.
Clarity before implementation.
US $15,000 fixed-fee discovery & AI readiness assessment
Implementation, hosting and ongoing support are separately scoped.