Turn AI ideas into informed investment decisions
Classify the opportunity, assess the evidence and agree the next step. Our approach connects business value with information, readiness, risk, economics and adoption.
Four Quadrants of AI Value
Two questions frame the work: who benefits, and how much action authority will the AI have? Classify components separately when an initiative combines different audiences or permissions.
Q1 · Workforce Productivity
Help employees find, create, analyze or review information, with people accountable for using the output.
Q2 · Operational Efficiency
Automate bounded process steps across systems, with defined approvals, exceptions and recovery.
Q3 · Growth Augmentation
Support people in sales and customer-facing work while retaining human accountability for commitments.
Q4 · Autonomous Customer Experience
Complete defined customer interactions or actions within explicit permissions, with monitoring and human escalation.
Read left to right: assistance to execution. Read top to bottom: internal work to external-facing work.
The quadrants describe the use. An internal application can still involve sensitive data or consequential decisions. A quadrant is a starting point for assessment, not a risk certification.
Assess required capability against demonstrated readiness
AI Strategy
A defined objective, sponsor, accountable owner and investment rationale.
AI Ready Data
Information quality, relevance, definitions, freshness, access and ownership for the intended use.
Tools and Technology
Infrastructure, identity, integration and deployment capability.
People and Capability
Skills to use, verify, supervise and support the solution.
Governance and Risk
Approval authority, responsible AI controls, oversight and incident response.
AI Automation
Process stability, action boundaries, exception handling, recovery and operational ownership.
An unmet critical capability blocks the relevant deployment stage until the gap is resolved. Target capability and demonstrated evidence are recorded separately.
Define success and test the economics
| Quadrant | Example KPIs | Value and cost considerations |
|---|---|---|
| Q1 · Workforce Productivity | Time per accepted task, rework, output quality and appropriate use | Net time saved after review; distinguish released capacity from spending reductions. |
| Q2 · Operational Efficiency | Cost per correct case, cycle time, exceptions and recovery success | Include integration, execution, operator handling and ongoing maintenance. |
| Q3 · Growth Augmentation | Conversion, sales-cycle length, quality of customer commitments | Use attributable contribution margin; include review, training and experimentation costs. |
| Q4 · Autonomous Customer Experience | Successful resolution, repeat contacts, escalation and harmful actions | Include identity, monitoring, human support and cost per successfully resolved need. |
Every initiative also needs baseline, adoption, quality and risk measures. Cost models include data preparation, build, evaluation, human oversight, learning and operation. Compare conservative, expected and optimistic scenarios.
Make risk and responsibility explicit
Assess consequences, affected people, information sensitivity, permissions, scale, reversibility and the ability to detect failure and intervene. Define privacy, security, reliability, fairness where relevant, transparency, accessibility and accountable human oversight.
A reviewer needs the expertise, time, information and authority to challenge an output. Bounded autonomous actions need explicit permissions, monitoring, safe stopping and escalation.
Make a decision at each stage
Discovery and design
Is the problem worth pursuing? Is the proposed approach credible enough to fund the next stage?
Controlled pilot
Are the boundaries, information, safeguards, baselines and measures sufficient for an approved trial?
Production and scale
Does evaluation and operating evidence support release? Do observed outcomes justify greater volume, scope or autonomy?
The outcome may be proceed, remediate, redesign, defer or stop. A new data source, audience, model or action permission can require reassessment.
What this looks like in practice
Internal policy assistant · Q1
Validate source ownership, document currency and permissions. Evaluate supported answers and measure time per accepted task. Defer wider rollout if restricted material can be retrieved.
Invoice workflow · Q2
Validate supplier records, transaction permissions and duplicate prevention. Pilot with approved transactions; compare total handling cost and require recovery evidence before production.
Proposal assistance · Q3
Use approved commercial information and review claims before release. Assess quality and incremental contribution margin with a credible comparison.
Customer order assistant · Q4
Verify identity, limit permitted actions and provide human escalation. Measure correct resolutions and repeat contacts. Defer a live pilot if access controls or safe recovery are unproven.
These are illustrative scenarios, not client case studies or promised outcomes.
Build an assessed AI portfolio
Leave with a clear view of what to pursue, what needs preparation, what it could cost and how success will be judged.
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